EP1004: Why Wealth Firms Need More Than Technology

About this episode

Deepak Dastrala discusses the evolving needs of wealth management firms in the context of AI and client engagement.

Deepak Dastrala, CEO, Purple Fabric, Intellect Design arena As the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory ...

People in this episode

Host: Puja Sharma

Guest: Deepak Dastrala

Topics covered

• wealth management
• AI-driven intelligence
• personalized financial advice
• intergenerational wealth transfer
• client engagement

Keywords

• wealth management
• AI
• financial advice
• client engagement
• technology

Mentioned in this episode

Organizations: Purple Fabric, Intellect Design arena

Places: Middle East

More episodes of IBS Intelligence Global FinTech Interviews

• EP999: Mastering AI’s Fast Lane Where Speed Thrills and Ethics Pay Bills · June 9, 2026 · 16 min
• EP998: How AI is redefining the future of embedded insurance · June 8, 2026 · 10 min
• EP997: Why banks cannot afford to rely on ISO 20022 translation tools · June 8, 2026 · 10 min
• EP996: The opportunity on offer from embedded finance · June 8, 2026 · 9 min
• EP995: Developments in tech in financial services risk overlooking the customer! · June 6, 2026 · 12 min
• EP994: What does the PE/VC landscape look like for FinTech? · June 5, 2026 · 10 min