Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors.

In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech.

Topics discussed:

• Mohan’s extensive 25-year career in the finance industry, including roles at E-Trade, Cetera, and AssetMark.
  
• The significant technological advancements in the financial industry, such as the rise of FinTech and the shift towards a paperless office.
  
• Tailoring technology solutions to meet the unique needs of individual advisors rather than adopting a one-size-fits-all approach.
  
• The potential of artificial intelligence to enhance efficiency in areas like client meetings, portfolio construction, and investment management.
  
• How technology benefits investors by improving efficiencies and enabling more sophisticated investment management and seamless interactions.
  
• Gurupackiam praises the collaborative and partnership-driven culture at Steward Partners, which fosters open and respectful conversations and includes everyone as a partner.
  
• The critical importance of cybersecurity infrastructure in protecting firm data and assets from increasing cyber threats.
  

Resources: 

Steward Partners

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