This session is eligible for 1 Compliance OR Professional Development credit AND 1.5 Professional Development credits from IIROC accreditations.
Sessions
Keynote: The Future of Advice and Investment – Trends That Will Impact How the Investment Industry Engages With its Clients
Recently the Wealth and Investment Management industry has seen profound shifts in investor attitudes and preferences leading to changes within the space across aspects such as hybrid distribution, revamped client and advisor experiences, modernized tools and technology, targeted product suit expansion among other dramatic changes. To be successful in this evolving industry, Wealth and Investment Management firms will need to re-evaluate their business strategy in how to be more customer-centric, rethinking products, services, and pricing models in order to remain competitive and win client share of wallet.
Speaker
Kendra Thompson
National Wealth and Investment Management Leader; Partner, Consulting
Deloitte
Session One: The Value of Integrating Behavioural Science and Technology
Wealthtech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness. These behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. Panelists will discuss how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.
Speakers
Brian Pasalich
Co-founder & Chief Executive Officer
Syntoniq, Inc.
Michael Tracey
Director – Behavioural Science
Scotiabank
Dean Flann
Director – Salesforce Delivery
Deloitte
Session Two: Can Technology Really Do What People Can Do? Streamlining Back-Office Solutions Through Technology
Insourcing, outsourcing, human capital and the introduction of technology all have a role to play in back-office operations. This panel of experts will discuss their experiences with each, and will break down the pros, the cons and factors firms should consider when making these critical decisions.
Moderator
Jasmin Jabri
Managing Director – Investment Management
Investment Industry Association of Canada (IIAC)
Panelists
Darie Urbanky
President
CI Financial
Jamie Holland
Senior Vice President – Financial Markets
CGI
