Full Name
Bryan Sachdeva
Job Title
VP of Front Office Products
Company
CGI
Speaker Bio
Bryan Sachdeva leads our Wealth360™ front-office solutions team at CGI, leveraging years of experience in bringing wealth management software solutions to market. As Vice President, Digital Wealth Platform, he is responsible for the overall roadmap and go-to-market strategy for the Digital Wealth Platform.
Bryan is an experienced leader in wealth management technology, with 10+ years of experience working with top-tier firms like Credit Suisse, Morgan Stanley, RBC, and Wells Fargo Advisors. Bryan and his teams have won several accolades and recognition from industry forums and analysts for various software solutions.
He specializes in digital transformation focused on customer experience and advisor productivity, and is an evangelist for the democratization of financial planning and investment management.
Bryan is an experienced leader in wealth management technology, with 10+ years of experience working with top-tier firms like Credit Suisse, Morgan Stanley, RBC, and Wells Fargo Advisors. Bryan and his teams have won several accolades and recognition from industry forums and analysts for various software solutions.
He specializes in digital transformation focused on customer experience and advisor productivity, and is an evangelist for the democratization of financial planning and investment management.
Speaking At