Celebrates 15 Years: Introduction of Advanced WealthTech System by Valuefy, Reshaping Global Financial Management Landscape
In a grand event at the MCA Club, Mumbai, Valuefy, a global leader in WealthTech innovation, unveiled a groundbreaking, fully integrated WealthTech platform called WeR. The event, attended by over 100 wealth management leaders, industry veterans, and partners, saw the presence of notable figures such as Mr. Nilesh Shah from Kotak Mutual Fund, Mr. Ashish Chanda of Avendus, Mr. A Balasubramanium, MD & CEO of Aditya Birla Mutual fund, Mr. Ashok Suvarna, CEO of Aditya Birla Money, Sankaran Naren, ED and CIO of ICICI Prudential Mutual Fund, and Sandeep Das, MD and CEO Centrum.
The main founders of WeR, Michael Berl and Stefan Ebner, were also present at the event. They detailed the AI-powered analytics, seamless client engagement tools, intuitive dashboards, and end-to-end wealth management capabilities that the new platform offers.
The event was not just about technology, however. A fireside chat on lessons from cricket for the corporate world was also part of the programme. This engaging discussion provided insights into the parallels between cricket and business, offering valuable lessons for attendees.
The keynote speech was delivered by Srikanth Velamakanni, Founder of Fractal.ai. He discussed the transformational role of AI in financial services, emphasizing how data-driven intelligence and machine learning will enable wealth managers to deliver hyper-personalized client experiences and gain a strategic edge.
The launch of WeR marks a significant step forward in the world of WealthTech, promising to revolutionize the way wealth management is approached and executed. The event was a testament to the growing importance of technology in the financial sector and the exciting possibilities that lie ahead.
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