Panel Discussion organized by Incloud
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
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.
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.
Head of Client Experience
IG Wealth Management
Chief Strategy and Innovation Officer
Incloud Business Solutions
Senior Director, Communication Ecosystem Transformation and Operations
National Bank of Canada
Managing Director – Global Wealth and Asset Management Industry Consulting