CIBC Mellon Industry Perspectives

With the advent of agentic AI, artificial intelligence is rapidly evolving and becoming an influential part of our industry and the world as we know it. Featuring Michael Ross, BNY Product Manager for Eliza, Bryan Wood, Principal AI Architect of Banking at Snorkel AI and moderated by Joe Lacopo, Vice President, Relationship Management and Head of the Asset Manager segment at CIBC Mellon, this episode of CIBC Mellon Industry Perspectives discusses the impact and innovation of agentic AI within the financial services industry. Together, they highlight the use of AI within their own organizations, articulate the importance of building trustworthy Agentic AI solutions and discuss what the future will look like with AI. 

This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

On the Ops Game Changers podcast, Richard Anton, Chief Client Officer at CIBC Mellon, joined Bhavesh Vaghela of ActiveOps to discuss how CIBC Mellon has transformed its operations - moving away from legacy processes toward a more agile, data-driven model rooted in culture and client-centricity.

From reimagining the employee experience to deepening client engagement, data plays a central role in every decision, guiding their evolution toward a dynamic, client-focused future.

This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services.  This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice.  Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances.  Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

In the finalepisode of the series, Brent Merriman and Michael Graham unpack evolvingorganizational structures within Canadian financial institutions.

How are operatingmodels shifting to new client demands, regulatory changes, and talent gaps?

This episodedelivers insights on governance, agility and how structure can eitheraccelerate or inhibit transformation.

This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services.  This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice.  Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances.  Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

In part 2 of our operating edge series, CIBC Mellon's Brent Merriman returns with Michael Graham to examine the critical role of technology in shaping operational resilience for Canadian banks and insurers.

From automation to data integration to shifting client expectations, this episode explores how leading institutions are rethinking tech - not just as a cost centre, but as a strategic differentiator.

This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services.  This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice.  Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances.  Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.

CIBC Mellon does notprovide investment or asset management services. This presentation, either inwhole or in part, must not be reproduced nor referred to without the expresswritten permission of CIBC Mellon. Trademarks, service marks and logos belong totheir respective owners.

In this kickoff episode, CIBC Mellon's Brent Merriman, Vice President, Marketing and Strategic Insights sits down with Michael Graham, Vice President, Client Management, to explore how Candian banks and insurers are navigating today's talent landscape.

Based on our original research, Brent and Michael unpack the data behind the trends and share practical insights on how institutions can adapt with intention.

This presentation contains the presenter’spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither the presenternor CIBC Mellon nor any other person are, by means of this presentation,rendering accounting, business, financial, investment, legal, tax, or otherprofessional advice or services.  This presentation is intended forgeneral informational purposes only. It may not be regarded as comprehensivenor as a substitute for professional advice.  Before taking any particularcourse of action, contact your professional advisor to discuss these matters inthe context of your particular circumstances.  Neither the presenter norCIBC Mellon accept responsibility for any loss or damage occasioned by yourreliance on information contained in this presentation.

©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.

CIBC Mellon does notprovide investment or asset management services. This presentation, either inwhole or in part, must not be reproduced nor referred to without the expresswritten permission of CIBC Mellon. Trademarks, service marks and logos belong totheir respective owners.

The second of our two-part roundup of a discussion on the

Topics discussed in this episode include governance and risk, the shifting vendor oversight landscape as institutions seek to modernize their data protection and usage standards, the need to advance policy frameworks at both the institutional and societal level, AI impacts on human capital, and the outlook for the future.

Participants:

• Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX

• Philip Mortimer, Chief Technology Officer, Accelex

• Brian Buzzelli, Head of Data Practice, Meradia

• Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon

• Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon

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This episode recaps a roundtable discussion hosted by CIBC Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension plans, asset managers and insurance companies.   

Topics discussed include the state of the artificial intelligence industry, its potential impact on investment services, and concepts like return on intelligence (ROI) versus return on investment (ROI). The discussion also explores the significant opportunities AI offers organizations, the importance of preparing data and people for its adoption, the critical need for senior leadership engagement and support in advancing AI initiatives and more. 

Participants:

Stay tuned for part 2. 

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Part 2 of CIBC Mellon Industry Perspectives examines the societal and reputational dimensions of ESG, unpacking the challenges faced by asset owners in balancing diverse stakeholder perspectives. From the transition from DEI to JEDI to managing differing viewpoints across institutions, our speakers highlight the rising pressures from public scrutiny and the challenge of “green hushing.” This conversation brings to light the external forces shaping ESG practices today and discusses how asset owners are navigating these dynamics to deliver impactful, ethical outcomes.

Featuring, Marc Gauthier, University Treasurer and Chief Investment Officer, Concordia University; Tyler Mordy, Chief Executive Officer, Forstrong Global; and Cynthia Shaw-Pereira, Vice President, Head of Asset Owner Segment, CIBC Mellon. Moderated by Mat Pacheco, Client Executive, CIBC Mellon.

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This episode of CIBC Mellon

Featuring, Marc Gauthier,

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CIBC

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©2024 CIBC Mellon. CIBC Mellon is a licensed

CIBC Mellon does not provide investment or