Mr. Shivam Vyas

Mr. Shivam Vyas

As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.