WealthChat Presented by CGI

We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.

In this first segment, she speaks with Stephen Horan. Stephen is an Executive Director for Financial Planning Review, and Director for Master of Science in Finance & Investment Management at the University of North Carolina Wilmington. They speak about the practical approach that can be taken for ESG investing, they also discuss ESG ratings. Why are ESG ratings unreliable? How can advisors have an effective conversation with their clients?

In this episode Lubna speaks with Chris Juryn & James Aricibasi, both senior leaders at CGI. They speak about AI language models and the progress that's been made in a relatively short amount of time. They also discuss the implications of using language models such as ChatGpt, how will our lives change? How can language models be employed for activities such as portfolio management, taxation, and retirement planning? How can bias be eliminated or at least greatly reduced? What's the difference between ChatGpt 3 & 4? How far away are we from Artificial Generalized Intelligence (AGI)?

View our content on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM

In this episode Lubna speaks with Roy Kao & David Hooper, both senior leaders at CGI. They speak about Open Banking (OB) and the progress that's been made in the Canadian Market. They also discuss how OB was implemented in other geographies, data protection and consumer rights, as well as how the market can become more competitive with OB. What is the hybrid model approach being taken by Canada? What lessons can we learn from the UK & Australia? How will consumers ultimately benefit?

View on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM

In this episode Lubna speaks with Len Brooks & Taje Mohabir, both senior leaders at CGI. They speak about Business Process Outsourcing (BPO) & Intellectual Property (IP), and CGI's capabilities in these areas. They also discuss automation, streamlining processes, modernization, smart bots/chats, and the potential of ChatGPT. Is it possible to modernize existing technology while mitigating risk? What does the future back office look like?

YouTube Channel - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM

In this special Year-In-Review episode, Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the current states of the Wealth Management and Insurance industries, and the trends that have led to the events that occurred in 2022 along with their future impacts. Jamie was able to provide a unique lens when speaking about prevalent topics such as platformization, data, AI/ML, blockchain, regtech, and financial planning. How will the wealth industry continue to evolve? What does the future hold for the insurance industry?

WealthChat videos are available on YouTube, check out our playlist - https://www.youtube.com/watch?v=iEOT3fSixtA&list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM&ab_channel=CGI

In this episode, Lubna speaks with Bob Willard from Sustainability Advantage, Eric Wetlaufer from TwinRiver Capital, and Dirk Matten from Schulich Business School. They discuss the issues surrounding ESG and how they can be resolved. It's a comprehensive discussion that addresses issues such as regulatory frameworks, greenwashing, ESG scoring, technology, government involvement, and the goals of developed and  developing nations. Are governments responding appropriately? What part do businesses play and how can impactful changes be made?

In this episode, Lubna speaks with Dr. Mathieu Lajante, a professor from Toronto Metropolitan University. He is an expert in customers' emotions and psychophysiology applied to marketing research. They discuss trends affecting consumer behaviours, how neuroscience informs consumer behaviours, the role emotions play on our purchase decisions and everyday life, and how digitization is changing the way we perceive our world and our daily standards.

In this episode, Lubna speaks with Lewis Bateman from Bateman Capital Inc. Lewis has extensive C-level experience with direct day-to-day management at digital asset and stock exchanges, as well as buy-side and sell-side organizations both in public and private sectors. They discuss trends affecting the digital assets market, the current happenings with cryptocurrencies and their potential future, the many utilizations of blockchain beyond cryptocurrencies, the many uses of NFTs, and the future outlook for these technologies and our world.

Video episode available on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM

In our concluding Voice of the Advisor (VOA) series episode, Lubna speaks with Tom Hayko, Jay Thakore, and Aimee Mendez. Tom & Jay are senior members of our Global Wealth & Capital Markets group. They discuss the action firms need to take to implement the solutions that would meet the needs of current and future advisor and clients. They also speak about data security, personalization, and the partnership ecosystem.

In part 2 of our Voice of the Advisor (VOA) series, Lubna speaks with Bryan Waldeva and Maulik Vora, both senior members of our Product group within Global Wealth & Capital Markets. They discuss the actions firms need to take in order to meet current and future advisor needs. They also highlight some of the obstacles companies face when introducing new technologies and how they can be overcome.