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How Technology Is Evolving Human Interaction in the Investment Industry

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Rajan Bansi
Head at RBC InvestEase
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About the talk

Technology has come a long way in automating and lowering the cost of services in almost every industry. Determine how to automate what you can using intelligent and human-centered design, without losing the personal touch that distinguishes your brand and creates lasting relationships with customers. Develop a blueprint to:


  • Use technology to elevate the human connection with your customers 

  • Develop elegant solutions with technology that makes investing easy, convenient and low stress. 

  • Understand what the recent pandemic and resulting market downturn taught us


Create an action plan to evolve your technology and human interaction in DCX

00:00 Intro

00:40 Rajan Bansi

01:10 About work

03:35 About creating solutions

07:30 CX in products

10:00 Quality and Quantity of Experience

14:50 How to be on the top/Why

20:13 Most important technologies

23:55 Budget

25:40 The Gap

27:40 Advise/Conclusion

About speaker

Rajan Bansi
Head at RBC InvestEase

Accomplished leader with 20+ years of financial services experience that has included working directly with clients, leading global teams and launching and managing a business. I welcome the opportunity to expand my network with subject matter experts and reconnect with existing friends and colleagues. Welcome invitations to discuss participation as a key note speaker or as a panelist on subjects related to digital investments and/or leadership, as well as media opportunities.

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We have a fireside chat with Rajan bansi. He is the head of of investing in Canada. And I think this is going to be a fascinating conversation. We spoke earlier this week and there's some real Revelations that will come from listening to Brandon, talked about how often to see permeating, a culture, becomes a powerful Ally, and a force in the area of customer experience. So, with that said, you and, and what you do, and then after that, we're going to talk a little bit about

why you do what you do. Sure. It's great to see you. Dennis. Thanks for having me excited to be here until 2 to tell our story. I mean they had of RBC investees. That's an online investment management company in Canada. Me and my team primarily based out of Toronto and I would say that the best part of my job and the key to my My business is leading a team of really dedicated passionate people and we're focused on getting Canadians off the sidelines and investing for their future. So it's it's really exciting journey, and we're doing some amazing things and I look forward to our chat,

where we share some of our learnings, and some of the exciting things, we have up their sleeves. Awesome. That sort of powers what you do. Can you talk about this personal mission? I'd even be interested to hear where the spark came from. There was something that happened in your life. and you have the stupidity and you said, this is how I'm going to biliar. Wow, damn it. That's that's that's a lot to Ted to drop on me. There wasn't expecting that one. I would say there's there's a few things that that drive me

and anyone that's worked with me at this is going to sound kind of terrible, but I would hate to compete against me. I

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February 10 - 11, 2021
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