​Ask Me Anything: Bhuva Shakti

​​Product, Operations, Fundraising Advisor

​📍 Session #28 of the Startup Growth Playbook

​🔗 Register on this luma page to join us on LIVE

​➡️ This session, Bhuva's guest is: Anna Raafat, Co-Founder & COO of Inncivio.

​​Startup Growth Playbook Interview: Bhuva Shakti and Anna Raafat

​How AI Agents Are Reshaping Revenue in Financial Services

​Financial services platforms are evolving from static tools into intelligent systems that guide users in real time.

​The next generation of fintech may not win through more products — but through better decisions, faster trust, and smarter engagement.

​🎯 Bhuva Shakti, Fundraising Advisor at Wallet Max, brings a product, operations, and investor-readiness perspective to help founders translate early traction into scalable growth and investor-ready narratives.

​🎯 Anna Raafat, Co-Founder & COO of Inncivio, is building an agentic revenue engine for fintech and financial services platforms.

​Its AI interprets user intent and delivers the right guidance, education, or prompts at the exact moment of decision — helping platforms increase conversion and engagement.

​Before founding inncivio, Anna worked at the Swiss National Bank and Deloitte, specializing in macroeconomics and banking strategy.

​This Startup Growth Playbook LIVE session focuses on:

​✅ How agentic AI changes user behavior and revenue generation

​✅ Building trust in AI-driven financial systems

​✅ The intersection of fintech, education, and conversion

​✅ What scalable engagement infrastructure looks like in financial services

​Who should attend?

​➡️ Founders, operators, investors, and ecosystem leaders building in fintech, AI, SaaS, banking, and financial infrastructure.

​📌 Session #28of the Startup Growth Playbook Series

​🎙️ LIVE Interview: Bhuva Shakti and Anna Raafat

​🗓️ May 20, 2026 at 3-4 PM ET

​🔗 RSVP to join us LIVE 👇

​And, check out my website for FREE startup and leadership resources → https://www.bhuvas-impact.global/bhuva/

​🎯 Register on this luma page to join us on LIVE

​​Unable to join us LIVE?

​Please register in this luma page, and get full access to all the past and future session recordings @ www.getwalletmax.com/membership

​About Anna Raafat:

​Anna Raafat is the Co-founder and COO of inncivio, an agentic revenue layer for fintech and financial services. An economist by education, she previously worked at the Swiss National Bank and Deloitte, specializing in macroeconomics and strategy consulting for the banking sector. After identifying critical knowledge gaps in the fintech industry, she co-founded inncivio to solve them. Fluent in German and French, she’s also proudly defending a nearly 800-day Spanish streak on Duolingo!

​Inncivio is an agentic revenue engine for fintech and financial services platforms, starting with trading platforms, crypto exchanges, lending marketplaces, and banks.

​About Wallet Max: 

​Wallet Max is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors.

With more than 10 investments directly in impact entrepreneurs thus far, Wallet Max’s network of 2,000 innovators and 60 partners regularly meet in person and virtually throughout the year to mutually exchange connections and drive collective action. Wallet Max ecosystem of events and initiatives are prominent during the New York Fintech Week, the New York Tech Week, and the New York Climate Week every year.

Wallet Max's Planet Positive Podcast is a monthly interview with investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors (Angels, VCs, PEs, Family Office, Corporate Venture) looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits.

Learn more about Wallet Max success and 2026 global initiatives: https://getwalletmax.com/climate-forward

​​About Bhuva Shakti:

​Bhuva Shakti (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max, a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products for investment banks, capital markets, and payment networks.

​Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and C-Suite advisor for people and planet friendly businesses, without compromising profits, and a keynote and TEDx speaker advancing economic inclusion and climate-fintech partnerships.

​Bhuva is the USA country director for World Business Angels Investment Forum and the Chief Ethics & Culture Officer for Women in AI worldwide. She leads fundraising strategy and product operations for market expansion and manages investor relations from diligence to investment. Bhuva is the founder of Bhuva’s Impact Global, offering board and enterprise risk advisory services for public and private corporations.