The wealth management digital transformation was not a big bang as one thought it might be or should be. While their banking brethren have undertaken a significant and radical re-architecture,...
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Maintaining a good record of all transactions at a portfolio/fund level as well as at an individual level is a core function, and hence implementing one of the robust asset...
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How can banks compete against Fintechs outlines the core strategies bankers can follow to survive and thrive in this digital economy. Banks are under tremendous assault from an array of...
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Banking Transformation Challenges - The top pitfalls in the digital transformation of a bank Holistic banking transformation is a strategic game plan to digitally transform a bank and reinvent the...
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The wealth management trends 2025 is an overview of what the state of the industry will be in 2025. Given the broader macro trends in the world – rise in...
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Digital Transformation Disablers: How BFSI sector struggles with digitalization. Digital transformation is all the rage today. Enterprises the world over are embarking on digital initiatives – big and small, and...
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Digital Transformation of a Retail Bank – A Case Study The ongoing revolution the Fintechs are waging in unbundling the banking services and the encroachment of tech giants into the...
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Customer-centric digitalization of wealth management: The impetus for the digitalization of wealth management is rooted in the rising expectations of the customers and the onset of the Fintech revolution.  Of...
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        It seems much of the Fintech action in recent years has been in retail banking and for the casual observer, the digital transformation of commercial and...
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Given that the financial services industry has a long way to go in gender diversity, promoting women in financial services is a critical consideration. LeanIn.org and McKinsey have conducted a...
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Transformation Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: : (Where Available). An individual license is for personal use.You will pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You are not authorized to use an individual license in a corporate setting or consulting situations.

Enterprise License: An enterprise license is applicable if you are representing a company, irrespective of size, and intend to use the deliverables across the company. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You may not use the deliverable in consulting.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work needs to pay the consultancy license fee. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months of purchase.

Transformation Product FAQs:

Can I see a Sample Deliverable?

We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the samebefore payment. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.

When can I access my deliverables?

We process each transaction manually, and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.

Can I share or sell the deliverables with anyone?

You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well. You may not list the products on any public website or forum.

Can we talk to you on the phone?

Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not have enough margins to offer pre-sales support.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases, for onsite assistance. Please Contact ITBits for consulting services.