WealthChat Presented by CGI

WealthChat Ep 20 - 2023 Year-In-Review With Jamie Holland


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In this episode Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the major wealth trends for 2023, the Voice Of The Advisor survey, the launch of myAutoPlus, and Jamie's expectations for 2024. What does the future hold for digital assets? How will advisors adapt their business to the changing demographics, and how will women impact the industry? In 2023 AI dominated the conversations, the question now is; how will these discussions translate into actions?
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WealthChat Presented by CGIBy CGI - Global Wealth and Capital Markets