Change is inevitable; hence, purpose-driven culture and ability to adapt are crucial.

Gurdeep Batra

EY Americas Financial Services Organization Wealth & Asset Management Consulting Leader

Strategist. Transformation leader. Technologist. Innovator. Entrepreneur. Diversity, equity, and inclusion advocate. Husband. Father. Volunteer.

Gurdeep is the EY Americas Financial Services Organization Wealth & Asset Management Consulting Leader sector across the US, Canada and Latin America. Having worked with global financial services institutions for more than two decades, he advises on end-to-end, business-led, technology-enabled transformation initiatives focused on accelerating business growth, building sustainability, improving efficiencies and optimizing spend.

In his current role, he has overall responsibility for WAM’s business and technology consulting services. These include product innovation, sales and distribution optimization, customer experience modernization, finance and risk transformation, enterprise protection, technology modernization, and managed services.

Gurdeep received his master’s degree in Management and bachelor’s degree in Engineering from universities in India.

 

How Gurdeep is building a better working world

 

“I am building a better working world by investing in education and cultivating next-generation diverse and inclusive talent who can ideate and implement revolutionary platforms and methodologies, who can respond to change and lead business transformation at speed with agility, empathy and passion. We create a better tomorrow by working better today.”

Gurdeep's latest thinking

Top 10 resolutions for wealth and asset management success in 2024

Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.

23 Jan 2024 Gurdeep Batra +4

Reframe the future of asset management

AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.

23 Sep 2023 Gurdeep Batra +3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

24 Apr 2023 Mike Lee +3

How can today’s millennial investors drive tomorrow’s business growth?

The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?

24 Apr 2023 Mike Lee +3

Six ways asset managers can prepare for the future

Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.

02 Feb 2023 Mike Lee +2

How data modernization can benefit advisors and clients

Creating a modern data architecture has enabled a wealth manager to provide a consistent digital experience. Learn more in this case study.

28 Sep 2022 Gurdeep Batra +2
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