Bryan Sachdeva | VP, Wealth Management Solutions
NexJ Systems Inc

Bryan Sachdeva, VP, Wealth Management Solutions, NexJ Systems Inc

As VP Wealth Management Solutions for NexJ Systems, Bryan is responsible for the vision of NexJ's Wealth Management and Private Banking solutions and ensuring their alignment with industry needs and best practices. He leverages 10+ years of experience with top-tier wealth firms through a combination of business, implementation, and technology consulting. His focus is on integrating Customer Relationship Management with Business Process Management and back-end systems to deliver a unified digital landscape that revolutionizes the customer experience, front-office effectiveness, and back-office efficiency.

Appearances:



Wealth 2.0 day 2 @ 14:00

Panel discussion: How could artificial intelligence be used to enhance business growth in the wealth and asset management industry?

 
  • Which AI opportunities have the potential to sufficiently improve your service to warrant the cost of investment?
  • Should firms invest in this technology: What difference will it actually make?
  • What could AI do for robo advisors and how can they work together?
  • What are the implications of AI on the role of the advisor: Is it a replacement or an enabler?

 

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