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wealthchat

The financial services and wealth industry is rapidly evolving. This is why it has become increasingly important to stay in-tune with current trends. Introducing Global Wealth and Capital Markets first-ever podcast series, WealthChat. Join Lubna Bibi (Global Wealth’s Research Lead), as she interviews and dives deeper with industry leaders on current wealth insights and trends globally

Episode 1 – Drew Brown

In this episode, Lubna speak with Drew Brown - CGI's Global Wealth VP of Consulting Services. They discuss the upcoming VOA initiative, the origins of VOA, and insights gained from the survey. They also talk about the MMI conference, platformization, advisor adoption, and the social megatrends influencing FinTech.

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Episode 2 - Bryan Sachdeva

In this episode, Lubna speaks with Bryan Sachdeva, VP of CGI's Wealth360 Digital Wealth Platform. They discuss trends in advisor technology solutions, Platformization, innovations being pursued for CGI's Digital Wealth Platform, and how AI and machine learning can help firms achieve hyper-personalization.
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Episode 3 – Kelly Walsh

In this episode, Lubna speaks with Kelly Walsh, Director Consulting Expert within Global Wealth. They discuss some of the interesting trends Kelly observed during the COVID-19 pandemic, innovations in advisor technologies and growth in philanthropy.

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Bryan Sachdeva

Bryan is an innovative wealth management technology leader with a track record of success in bringing IP solutions to market and managing the delivery of transformational programs. Bryan continues to lead CGI’s global Wealth360 Digital Wealth Platform product evolution and market expansion across Canada, USA, UK & EU.

 

Drew Brown

An accomplished and award-winning Wealth profession with 25 years of experience and an extensive set of expertise across the Financial Services Industry. A proven track record of defining strategy and driving complex strategic initiatives, enabling and enhancing the end-to-end client sales and engagement model.

 

Kelly Walsh

A results-driven wealth management leader who brings a wide range of knowledge and experience to organizations. Over 25 years of experience in roles from business development to consultant to coach have led to a strong understanding of the needs and challenges facing firms, financial advisors and their clients.