Few years back, Intellect was talking about Products. Last 3/4 years everything is moving towards clouds so they starting moving all of their products to clouds.
Looks like they saw success in Govt Platform, and now they are talking about moving all/most of their products to platform. So far they are talking about 6 platform, but soon they will be talking about more as they see the benefit.
In my view Mr Jain is technocrats and he loves developing more and more products. I think he has enough run way for Banking products so he is unlikely to go away from BFSI.
The magic invoice product/platform can be replicated to non financial sector- essentially it is reading the document, reading data and making senses of data. So they can venture into adjacencies but Banking have enough runway.
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