Recently, we held a leadership offsite with IG’s strategic technology partners, including companies like Amazon, DocuSign, Salesforce, Microsoft and Broadridge.  

It was an informative and productive session. We talked about future innovation, and confirmed that we’re making the right choices and are on the right path when it comes to adopting new technologies from world-class partners. 

‌

‌#1 in the world

One key learning came from DocuSign, who informed us that 

‌IG Wealth Management is the #1 wealth management firm globally in volume of transactions¹ and in the accuracy of those transactions. We have the highest adoption of digital transactions and lowest error rate in the world. This is truly remarkable, especially considering the speed at which we’ve adopted new ways of doing business!

In fact, we’ve already saved 51 million sheets of paper, 20 million gallons of water, 136,000 pounds of waste, and 2 million pounds of CO₂ because of our collective efforts – and made our client experience much better and easier. 

Embracing AI

We also discussed Artificial Intelligence (AI) and how we will continue to work with our partners to embrace its potential. We’ve rolled out Microsoft Copilot to enhance your productivity and we’re leveraging Coveo, an AI-powered platform that optimizes the internal search engine for the Contact Centre. Watch for the rollout of Coveo to AdvantagePlus later this year. Your Manager of 

‌Practice Technology can help you understand how you can leverage these AI tools and find the information you need faster and more easily.

The right strategy

All these initiatives are part of our overarching technology strategy. 

‌James O’Sullivan mentioned this specifically in his remarks at IGM’s Annual Meeting of Shareholders on May 3.

He pointed to technology investment as being an ongoing priority, including updating our back office, modernizing our Contact Centre, and enhancing the client, advisor, and employee experience. When speaking to IG specifically, he highlighted how these investments will enable us to meet the needs of mass affluent and high-net-worth Canadians.

This is how we’re going to save you time and be more productive in adapting to meet our clients’ growing priorities and expectations. This is how we are going give our clients the best planning support. And, ultimately, this is how we are going to continue to make a difference in this country. 

And we’re just getting started. Our commitment to innovation, strategic partnerships, and client-centric solutions positions us as a leader in the wealth management industry. And, we are not slowing down!