Disruptive Trends in Financial Services: How to Adapt and Grow

Recorded session available on-demand

Incloud organized a Panel Discussion in partnership with Wealth Professionals Canada and Salesforce, broadcasted live on December 1 at noon EST. Watch the session today and gain insights on:
  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improved customer experience
You can help your company a great deal by absorbing the common wisdom of experts from this panel. Recorded session is available on-demand.

Recorded session available on-demand

Incloud organized a Panel Discussion in partnership with Wealth Professionals Canada and Salesforce, broadcasted live on December 1 at noon EST. Watch the session today and gain insights on:
  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improved customer experience
You can help your company a great deal by absorbing the common wisdom of experts from this panel. Recorded session is available on-demand.

Featured panelists

Annamaria Testani | Head of Client Experience | IG Wealth Management
Kâl Salem | Chief Operations Officer | Incloud Business Solutions 
Cory Haberkorn | Director, Wealth Management Industry Advisor | Salesforce

Synopsis:

The state of the financial services industry in 2022 is one of rapid change and fierce competition. The newest generation of investors has higher expectations from its advisors as it becomes more technologically savvy and increasingly adopts self-management financial strategies.

In addition, the rise of robo-investing is making a massive impact on the traditional financial advisor model; as data becomes its own form of currency, the role of advisors is essentially evolving in real-time.

As companies embrace digital transformation strategies to stay relevant, they must also optimize their technology-driven processes for their investors. By offering a more humanized, 1-on-1 customer experience while leveraging digitization and automation, financial advisors and investors alike can be empowered to surpass expectations.

Our Panelists

2- A women professional

Annamaria Testani

Head of Client Experience, IG Wealth Management

Kâl Salem

Digital Technology & Business Transformation Leader, COO at Incloud Business Solutions

Cory Haberkorn

Director, Wealth Management Industry Advisor at Salesforce

Annamaria Testani | Head of Client Experience, IG Wealth Management

Annamaria Testani is a visionary executive with over 20 years experience in retail investment distribution and manufacturing to delivering improved customer experience. Known as an agent of transformation in diverse aspects of sales management, product development, marketing, digitalization, culture transformation and operational efficiencies.

Kâl Salem | Digital Technology & Business Transformation Leader, COO at Incloud Business Solutions

Kâl Salem is an accomplished and visionary business and technology leader, who’s recognized by world-class organizations for his achievements in business and digital transformation.Kâl has a proven track record in leading and delivering large-scale enterprise transformation programs for cross-industry organizations with focus on financial services, for 25 years of global experience. He was awarded as a top executive for business and people leadership, and for his excellence in planning and directing all levels of business affairs.Working as an executive for several leading blue-chip organizations such as IBM, Microsoft, Accenture, Kâl had the opportunity to build core business, technology and industry expertise to lead world-class business and technology transformation that enabled organizations to become high performing businesses.Kâl is known for his charity and active volunteering within his local community in Canada. He serves as a chairman of the board of multiple education institutions, wellness and fitness organizations and non-for-profit organizations.

Cory Haberkorn | Director, Wealth Management Industry Advisor at Salesforce

In his role at Salesforce, Cory works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.

Cory has over 19 years of financial services industry experience, with focus on RIA custody platforms and brokerage operations. Prior to joining Salesforce, Cory led Digital Service Product Strategy at TD Ameritrade Institutional, where he implemented AI and chat functions across advisor platforms. Previously, Cory helped launch Scottrade Advisor Services as the AVP of Advisor Programs & Product Strategy, where he had responsibility for strategic vision, integrations, and the technology roadmap. He was also responsible for Scottrade’s conversion into TD Ameritrade’s Institutional business unit following TD’s acquisition of Scottrade in 2017.