Gartner Expert

Wellington Holbrook

Sr Director Analyst

As Senior Director, Analyst, I am researching the leading drivers of transformation in the investment services market and industry.

Previous experience

Led the transformation and turnaround of one of Canada's largest credit unions (including a massive core banking transformation, end to end Salesforce implementation and standing up a ground-up Wealth line of business). Previously, led the digital, cultural and business transformation of ATB Financial.

Professional background

connectFirst Credit Union

CEO

ATB Financial

Chief Transformation Officer

The Business Development Bank of Canada

Senior Vice-President, Operations

Areas of coverage

Financial Services Digital Business Strategy and Innovation

Financial Services Technology Modernization and Transformation

Education

Masters of Business Administration (w/distinction) - University of Oxford

Bachelor of Commerce (hons.) - University of Manitoba

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Top Issues That I Help Clients Address

1Wealth Management - Generative AI trends and use cases

2Wealth Management - Business and Technology Trends

3Wealth Management - Project and resource prioritization

4Wealth Management - Digital & Business Transformation

5Investment Services - Core System modernization