WealthChat Presented by CGI

In Part 1 of our special Voice of the Advisor (VOA) series, Lubna speaks with Kelly Walsh, Drew Brown and Marcel Schroder, all senior members of our Consulting Services group within Global Wealth & Capital Markets . They discuss survey results with a focus on what advisors want from their firms in terms of technology and support. They also speak about the main differences in male and female advisory practices, digital enablement, and financial wellness.

In this episode, Lubna speaks with Nidhi Laroiya. Nidhi is a Director for consulting Services within Global Wealth and Capital Markets. Nidhi spoke about Human Centric Design (HCD) and a variety of subtopics such as; the value HCD provides, how firms and advisors can incorporate HCD into their businesses, and how HCD can accelerate innovation.

In this episode, Lubna speaks with Gilly Green and Alain Egre from Sionic. Gilly and Alain are both located in the UK, and are wealth management experts for that market. They discuss trends affecting the UK market, the digitization journey firms are on, and how blockchain and gamification can improve firm offerings and create a better client experience. It was a very insightful conversation, and we would like to give a big thank you to Gilly and Alain for joining us.

In this episode, Lubna speaks with Nidhi Laroiya. Nidhi is a Director for Consulting Services within Global Wealth. They discuss what Human Centric Design (HCD) is, the value HCD provides, how firms and advisors can incorporate HCD into their business, and how it can accelerate innovation.

In this episode, Lubna speaks with John Tirpak and Kenneth Bachulis, both directors for consulting services in the U.S. within Global Wealth. They discuss the unified managed account structure, the home office providing more portfolio management services to their advisor force, and the potential for banks with multiple channels to leverage data to create a one firm experience.

In this episode, Lubna speaks with Marcel Schroder, Director Consulting Services within Global Wealth. They discuss trends in the industry, digital adoption, what it takes to be innovative and more importantly how to retain innovation.

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.

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.

In this episode, Lubna speaks 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.