Panel Discussion organized by Incloud
Financial Services Industry Trends in 2023
How to achieve success in times of disruption and recession
June 1st 2023 – 12PM EST
Preview of 2022 Panel Discussion
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
Annamaria Testani
Head of Client Experience
IG Wealth Management
Sean De Fry
Chief Strategy and Innovation Officer
Incloud Business Solutions
Antoine Grosfilley
Senior Director, Communication Ecosystem Transformation and Operations
National Bank of Canada
David Breakstone
Managing Director – Global Wealth and Asset Management Industry Consulting
Salesforce
