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CGI Voice of the Advisor Survey

Contribute your voice to understand how to optimize technology for growth and efficiency gains in your advisory business.

CGI’s Voice of the Advisor survey is set to solicit feedback from the front lines of the Canadian Wealth Advisor community to help derive deep insights into the successful behaviours, actions and tools being optimized to increase practice efficiency, enable positive transformation impacts and drive digital technology adoption.

Survey participants will receive a consolidated report on our Voice of the Advisor survey findings including detailed insights on:

  • Digital tools to enable advisors to work faster
  • Best practices on real-time client engagement
  • Behaviours to develop long-term client relationships

Expanding the Value Proposition - Drew Brown

Read the article from Drew Brown, CFA, Vice President, Wealth Consulting, Global Wealth & Capital Markets at CGI.

Enable technology to fuel advisors’ efficiency - Michael Fiorelli

Read the article from Michael Fiorelli, CFA, Vice President, Richardson Wealth

Fostering growth by embracing change - Bryan Sachdeva

Read the article from Bryan Sachdeva Vice-President, Global Wealth Management Solutions at CGI

Driving efficiency and scale - Stephane Gagne

Read the article from Stephane Gagne Director, Consulting Expert and Business Development- Global Wealth and Capital Markets

Delivering multi-faceted businesses - Michael Gervais

Read the article from Michael Gervais CIM, FCSI Director at CGI | Global Wealth.

The integrated platform of the future  - Brian Charlick

Read the article from Brian Charlick FIC CMC FIMC Wealth Management process, derivatives and regulation SME at CGI Business Consulting.

 

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Voice of the Advisor 2020

Download the report