JAIIB · RBWM · Chapter 12

Digitisation of Retail Banking Products

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Retail Banking and Wealth Management — JAIIB.

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Q

Data Analytics + AI — What it does / Retail-banking use-case?

A

What it does: Mines transaction history and spending patterns; Retail-banking use-case: Personalised product recommendation; next-best-offer engines

Q

Self-learning systems — What it does / Retail-banking use-case?

A

What it does: Chatbots / virtual assistants that improve with every interaction; Retail-banking use-case: Eva (HDFC), iPal (ICICI), SBI YONO Krishna

Q

Robotic Process Automation (RPA) — What it does / Retail-banking use-case?

A

What it does: Software bots automate rule-based, repetitive tasks; Retail-banking use-case: KYC verification, cheque clearing, account opening

Q

Open Banking — What it does / Retail-banking use-case?

A

What it does: APIs let third-party developers plug into bank rails; Retail-banking use-case: Account Aggregator-based onboarding, neo-bank front-ends

Q

Embedded Finance — What it does / Retail-banking use-case?

A

What it does: Non-financial company offers financial products via APIs; Retail-banking use-case: Amazon Pay credit line, Ola Money postpaid, Swiggy "Pay-in-3"

Q

1994?

A

RBI constituted the "Committee on Technology Upgradation in the Payments System" under Shri W. S. Saraf.

Q

Dec 1994?

A

Saraf Committee report recommended setting up an apex-level institute for IT in banking.

Q

March 6, 1996?

A

IDRBT became operational.

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