AV bags two at the Wealthbriefing Wealthtech Americas awards 2022!
AV awarded category winner for
Innovative client solution (LatAM) &
Onboarding products (USA)
Asset Vantage, as one of the industry leaders, has been handed the honour of winning the Innovative Client Solution in the Latam categories and Onboarding Product in the US categories at the WealthTech Americas Awards 2022.
Showcasing ‘best of breed’ in the Americas, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’.
Each of these categories is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the advisory board. It is this process that makes WealthBriefing awards so prized amongst winners, finalists and commended alike.
Winning awards is particularly important in challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
Commenting on the firm’s triumph, Chirag Nanavati, Managing Director, Asset Vantage said: ” At AV, we are working to make the complex, simple for our family office clients. Our relentless focus on the overall experience from marketing to sales to on-boarding the client on AV is on them being able to quickly get an actionable view of their assets is a key differentiator for AV.
Our teams work in a tight knit manner to deliver a seamless onboarding experience to the customer. We look at companies that really care about the customer experience for inspiration on how they continue to make it frictionless. There is no single priority bigger than ensuring our customers are heard and that we keep improving the product and the overall AV experience.
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.
“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”
For media enquiries, journalists should contact:
Name: Abhay Gala
Title: Marketing Manager
Company: Asset Vantage Inc.
Email ID: firstname.lastname@example.org