Voice of the Advisor: A Continuous State of Technology Disruption
Presented by Drew Brown, CFA®
Vice-President, Head of Wealth Consulting, CGI
Session date and time May 2, 2023 11:00 a.m. - 12:00 p.m.
From the light bulb to the iPhone, the trajectory of human life has been altered by the emergence and adoption of innovative technologies. Within the wealth and asset management industry, technologies and innovative tools have enabled new growth areas and accelerated industry transformation. CGI’s Voice of the Advisor survey solicits feedback from practitioners across North America to understand the behaviors, actions and tools being used to drive a successful business practice today and in the future. Whether it’s increased practice efficiency through automation or transforming the client and advisor experience by adopting digital capabilities, the goal of the survey is to highlight the trends across the wealth ecosystem.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Drew Brown, CFA® Vice-President, Head of Wealth Consulting, CGI
Drew Brown is an accomplished wealth management executive with more than 25 years of experience in the industry. In his current role as vice president, head of wealth consulting, he puts that experience to work helping wealth management clients with business strategy and business transformation. Brown has been particularly effective in defining, designing and bringing to life new client and advisor engagement models for the full spectrum of clients, optimizing the advice practice, streamlining costs and growing revenue for firms and their advisors. Brown is a student of the markets, having spent 10 years working directly with high-net-worth clients and more than six years in investment research and product development, but found his true passion in transforming and enabling the wealth management business of the future.
