IIFL Wealth

Valuefy

Challenge

The company was looking to develop a new analytics platform.

Rather than work with a traditional firm with a delivery period of up to a year and an end result that might not meet the company’s specification, IIFL Wealth opted for Valuefy’s agile and nimble solution. This offered an approach to deliver the scale and sophistication of the desired platform and enable relationship managers to access an advanced level of analytics.

The Solution

The company was looking to develop a new analytics platform.

Rather than work with a traditional firm with a delivery period of up to a year and an end result that might not meet the company’s specification, IIFL Wealth opted for Valuefy’s agile and nimble solution. This offered an approach to deliver the scale and sophistication of the desired platform and enable relationship managers to access an advanced level of analytics.

The Result

Once the platform was rolled out, and relationship managers were trained to use it, the response was uniformly positive during client reviews and the number of logins into the system increased over time.