Financial Services Archives

Role of AI in Mutual Funds: Route to Greater Financial Inclusion

SalesPanda Team / September 3, 2025

India aspires to be a developed economy by 2047, and to make this vision a reality, one of the most pivotal things would be financial inclusion, which ensures all citizens have access to wealth-creation opportunities. The vision document “The Mutual Fund’s Route to Viksit Bharat @2047” provides a clear framework and highlights key areas where …

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Mutual Fund: Building a Financially Empowered India

Garima Mishra / May 30, 2025

The mutual fund industry in India is playing a significant role in building a financially empowered India, be it robust growth, growing investor participation, strategic portfolio changes, and market volatility. The Indian mutual fund industry has seen a 22% year-on-year growth, adding nearly 1 crore new investors in the FY 2025. This trend shows the …

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Phygital: The next chapter in the Financial Services & Insurance Sector!

Garima Mishra / October 12, 2023

SalesPanda’s Digital Branch and Digital Office model can help financial services and insurance companies expand their geographical reach by overcoming distribution challenges. TL;DR Phygital (Physical+Digital) can be the next revolutionary thing for Financial Services and Insurance: The financial services and insurance sectors have been some of the early adopters of digital initiatives, but there is still potential …

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Digital Enablement in Financial Services

SalesPanda Team / May 2, 2023

In one of our blogs, we discussed the difference between Digital Enablement and Digital Transformation. Today we will focus on Digital Enablement in Financial Services and how it has evolved in the year 2023. Any growing organisation that wants to flourish should have employee engagement, satisfaction and evolving needs of the customers to support on …

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Some of the common challenges agents and distributors face in the Financial Services Industry

SalesPanda Team / March 1, 2023

No industry is untouched by the evolving trends as the markets and customer behaviours have changed over time and this change will remain constant for the foreseeable future. With the digital expansion, the opportunity for distribution reach via agents, distributors and more has also grown. “Within the financial services realm, organizations anticipate that 65% of …

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