WELREX Demo

WELREX Demo

About the speakers
  • Yevgeni Agerd
    Yevgeni Agerd
    Founder & CEO at WELREX
    After a successful career in Private Banking, Agerd created a digital Wealth Management platform enabling Relationship Managers to become independent and improve their service to their U/HNW clients.
  • Lorenzo Caffarri
    Lorenzo Caffarri
    Chief IT & Digital Office at WELREX
    Caffarri is an experienced Digital Venture Consultant with a track record of implementing digital change and capability across technology and finance organizations.

Key takeaways