Panel Discussion organized by Incloud 

Financial Services Industry Trends in 2023

How to achieve success in times of disruption and recession

Recording available on demand

Expert: Annamaria Testani – Head of Client Experience at IG Wealth Management

Market Survey Executive Summary

According to a market survey conducted by Incloud Business Solution in February 2023 with executives in the Canadian financial services market, the financial services industry faces a major junction, from banking and insurance to investment management and everything in between, all while showing signs of resilience in these disruptive times.

Industry competition and market volatility are driving changes in investors’ needs and expectations.

Prioritizing customer experience, system security, and robustness is crucial to retain and attract clients.

Digital transformation and personalized experiences using technology can help financial services organizations stay relevant and exceed expectations.

Who's speaking

2- A women professional

Annamaria Testani

Head of Client Experience

IG Wealth Management

An Indian Man

Sean De Fry

Chief Strategy and Innovation Officer 

Incloud Business Solutions

4- A Professional

Antoine Grosfilley

Senior Director, Communication Ecosystem Transformation and Operations 

National Bank of Canada

5- A Professional

David Breakstone

Managing Director – Global Wealth and Asset Management Industry Consulting

Salesforce

IG Wealth Management Logo
Incloud Logo
National Bank Logo
Salesforce Logo