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

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

Delivering personal service in a virtual world

The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. How can wealth managers harness the potential benefits?

11 May 2023 Mike Lee +3

2023 Global Wealth Research Report

The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

24 Apr 2023 Mike Lee +3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

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 can wealth managers transform customer experience?

Technology is at the heart of modernization, but to be successful, a transformation should be business-led and technology-enabled. Learn more.

07 Sep 2021 Sourav Moitra +2
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