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Episode 25

Discover the secrets of transforming a legacy brokerage firm digitally as Ankit Rastogi from Angel One, and Ankur Gattani from WebEngage, delve into the synergy between talent, risk, technology, and customer dynamics in 'Angel One's Nexus'—your roadmap to digital excellence.

1 hr 16 mins | September 21, 2023

About the episode

This episode of The State of Retention Marketing, Ankit Rastogi, Chief Product Office at Angel One, and Ankur Gattani talk about successfully ushering in digital transformation in a legacy brokerage firm. Join them as they explore the dynamic interplay between talent acquisition, risk appetite, tech stacks and customer profiles. ‘Angel One’s Nexus’ promises to be a trusted guide to achieving excellence in the digital era.

Navigate through the chapters

00:35

-

Ankit's move from the world of travel to broking

05:41

-

Unveiling Angel One’s Digital Revolution: Zooming In

11:47

-

Nurturing Talent: The Digital Transformation Backbone

26:36

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Unlocking Customer Insights: The Formula for Understanding their Pulse

29:44

-

Decoding Tech Plans: What's Conspiring Behind the Scenes?

38:04

-

Tech Investments: Riding the Ever-Evolving Wave

40:04

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Mastering MarTech: The CDP Connection

49:38

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The need for digital transformation to grow within a regulated space

55:41

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Unlocking Superior Customer Experiences: The Power of Segmentation

About the speaker

Ankit Rastogi

Chief Product Officer at Angel One

Meet Ankit Rastogi, the Chief Product Officer at Angel One, who has been at the forefront of driving innovation and transforming the landscape of a legacy investment and financial services firm. With a deep passion for product development and a keen eye for emerging trends, Ankit is dedicated to creating cutting-edge solutions that empower users and provide seamless, user-centric experiences.

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