Published 14 Jun, 2023

Lessons From Motilal Oswal: A Winning Phygital Transformation Story

Dubbed the best local brokerage in India for 2021, Motilal Oswal is a fast-scaling securities brand that is changing the way people invest in the retail stock market. In this webinar, we sat down with Mr. Vikram Gosar, Senior Vice President – Digital Transformation at MOSL, to discover how they built a successful phygital customer […]

Shibani Roy

1 min read

FINANCE

Lessons From Motilal Oswal: A Winning Phygital Transformation Story

Contents

Dubbed the best local brokerage in India for 2021, Motilal Oswal is a fast-scaling securities brand that is changing the way people invest in the retail stock market.

In this webinar, we sat down with Mr. Vikram Gosar, Senior Vice President – Digital Transformation at MOSL, to discover how they built a successful phygital customer acquisition and onboarding journey. We also drew tips that retail brokers should know in order to successfully undergo digitization.

Key Discussion Points:

The current state of the securities market
Importance of brand building & marketing
Most effective ways to streamline the sales processes and key metrics to track
Identifying and scaling up new customer segments
Building and setting up teams for success
Technological advancements in delivering sales effectiveness for securities

Book a Demo!

Speakers

Vikram Gosar
SVP – Digital Transformation, Motilal Oswal Financial Services

Ruchika Mehra
Director – Sales, LeadSquared

Table of Contents

Shibani Roy

Shibani has been driving the webinar program at LeadSquared for more than 6 years, bringing in experts from around the world, to share their expertise on different topics. She is also a writer and an email marketing expert, having sent over 7 million emails till date. She currently leads the brand marketing initiatives at LeadSquared.