WealthChat

In this episode, Lubna speak 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.

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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.
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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.

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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.
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In the latest episode of our WealthChat podcast series, two UK-based wealth experts discuss the importance of assessing and understanding the trends amongst a given market.
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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.
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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.
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In part 2 of our Voice of the Advisor 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.
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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 the current and future advisor and client. They also speak about data security, personalization, and the partnership ecosystem.
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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.
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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?
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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?
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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?
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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?
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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)?
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In this episode Lubna speaks with Ebrahim Bagheri & Naimul Khan, both professors at Toronto Metropolitan University. They speak about AI language models, robots, VR, and the progress that's been made in a relatively short amount of time. They also discuss the implications of bias data being used to train language models and how the industry can improve the practices currently being employed. Ethics is an important topic of discussion when it comes to these types of technologies, Ebrahim leads a technology ethics lab and he shares his insights and best practices being taught to students. Naimul shared his insights when it comes to VR technologies and social media, and how we can effectively utilize these technologies. How can we ethically have technology advancements? What are the systematic issues that cause gender biases in search engine results and how can this be resolved? What is VR immersion and what are the consequences of it?

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In this episode Lubna speaks with Michael Simonetta, Chairman of Evolve ETFs. They discuss the trends impacting the ETF industry, how Evolve ETFs differentiate themselves, and decisions involved when launching new funds. Michael also speaks about his past experiences with start-ups, and what drives him to pursue new ventures. They also discuss Drive for Dreams, Michael's charitable foundation, and the importance of giving back. Michael talks about the importance of mentorship and how young professionals can establish themselves. Where is the financial industry headed? What are the benefits of being in the office? What's the future of bitcoin?

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In this episode Lubna speaks with Dan Richards, professor of marketing at University of Toronto, Rotman School of Management, and Maulik Vora, Product Director at CGI. They discuss effective strategies advisors utilize to establish trust with their clients, the new era of expectations being ushered in by tech firms, cases for GPT 3 & 4, results from our Voice of the Advisor Survey, and the impacts of financial wellness on advisors and clients.

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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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In this episode, Lubna speaks with Murtaza Haider, professor at Toronto Metropolitan University. They speak about Gen AI; what it is and how it's currently impacting our everyday lives. Murtaza shares his thoughts on the risk of AI, and how it can be used to solve some of the big problems we're currently facing. AI Bias is a real problem, how can it effectively be eliminated? They also discuss the various ways in which AI can assist such as healthcare, onboarding, training, and allowing people to focus on meaningful tasks and activities. Do the AI pros outweigh the cons? How can we effectively leverage technology to create a better and more just world for everyone?

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