La CDP en action : Conseils et outils pour créer de la valeur pour le client
Lire l'étude de casLes solutions numériques au service des conseillers canadiens : exigences en fait de réformes axées sur le client et de connaissance du client
Lire l'étude de casJonathan Georges
Vice President, Wealth Industry Principal
Jonathan has over 25 years experience in the financial services and technology sectors. His background includes expertise in investment solution product development, product management, marketing and sales. Our customers lean on Jonathan’s expertise every day for his ability to understand their needs in order to craft digital business solutions that align to their goals and objectives.
- 25+ years of financial services and technology experience
- Launched mutual funds and wrap products totaling over $1 billion in AUMs
- Helped over 25 financial institutions implement AUM growth strategies
- Implemented wholesaler & financial tech solutions as employee at large Canadian bank
Jonathan leads our Asset Management and Wealth Management Solutions division and works closely with clients to implement innovative digital solutions designed to help financial professionals be more efficient while growing assets under management. He’s a Certified Investment Manager (CIM), fellow of the Canadian Securities Institute (FCSI), and was awarded a FinTech Premier Certificate from Harvard University.