INTRO

Timely insights, personalised advice, stronger risk controls and operational efficiency are indispensable in the investment services industry today and clients expect these to be delivered in a frictionless and multi-model experience, reckons Jayakrishnan Sasidharan, Chief Information Officer, Geojit.

He doesn’t view AI/ML as a threat; instead, he feels that AI/ML by its inherent ability to analyse vast datasets in real time and provide tailored recommendations, will improve efficiency and provide better value to customers while ensuring data privacy.

Geojit hopes to take its process of digital innovation blended with human engagement forward and strengthen its digital platforms to provide seamless services to millennials, who account for a significant number of their new clients in the next phase of its growth.

AI in investment services always raises concerns about data privacy and control. Your views?

Data privacy is absolutely critical in our industry. Trust is the common currency in investment services and clients need to be confident that their data are protected. As we adopt AI and digital solutions, safeguarding privacy and ensuring compliance are not optional, but they are the core of client relationships and customer success.

Timely insights, personalised advice, stronger risk controls and operational efficiency are indispensable in the investment services industry today and clients expect these to be delivered in a frictionless and multi-model experience, reckons Jayakrishnan Sasidharan, Chief Information Officer, Geojit.

He doesn’t view AI/ML as a threat; instead, he feels that AI/ML by its inherent ability to analyse vast datasets in real time and provide tailored recommendations, will improve efficiency and provide better value to customers while ensuring data privacy.

Geojit hopes to take its process of digital innovation blended with human engagement forward and strengthen its digital platforms to provide seamless services to millennials, who account for a significant number of their new clients in the next phase of its growth.

SUMMARY

Geojit hopes to take its process of digital innovation blended with human engagement forward and strengthen its digital platforms to provide seamless services to millennials, who account for a significant number of their new clients in the next phase of its growth

Author: John Doe

Date: June 17, 2026