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16 Oct 2025
Advisory
Compliance
RCR - Regulatory Compliance & Risk
Automation
Banking
Private Banking & Wealth Management
North America
Enhancing Advisor Productivity: Compliance, Automation and Process Streamlining with Geoff Parslow
Discover how compliance is changing, why automation is crucial, and what it takes to implement technology that truly empowers advisors and firms. In this episode of PULSEPoint host Jenya Tkachenko sits down with Geoff Parslow, Head of Sales & Business Development for Objectway Canada, to discuss the evolving landscape of wealth management, compliance, and technology.
🗝️ Key Topics Covered:
🔸 The exponential growth and challenges of compliance in wealth management
🔸 How automation and AI are transforming advisor and firm productivity
🔸 Onboarding high-net-worth clients and managing complex client structures
🔸 Best practices and pitfalls in technology implementation
🔸 The importance of experienced consulting partnerships for successful projects
Our Experts In This Topic
OUR EXPERT
Jenya Tkachenko
Manager • Banking
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28-min read • 16 Oct 2025
Advisory
Compliance
RCR - Regulatory Compliance & Risk
Automation
Banking
Private Banking & Wealth Management
North America
Enhancing Advisor Productivity: Compliance, Automation and Process Streamlining with Geoff Parslow
Discover how compliance is changing, why automation is crucial, and what it takes to implement technology that truly empowers advisors and firms. In this episode of PULSEPoint host Jenya Tkachenko sits down with Geoff Parslow, Head of Sales & Business Development for Objectway Canada, to discuss the evolving landscape of wealth management, compliance, and technology.
🗝️ Key Topics Covered:
🔸 The exponential growth and challenges of compliance in wealth management
🔸 How automation and AI are transforming advisor and firm productivity
🔸 Onboarding high-net-worth clients and managing complex client structures
🔸 Best practices and pitfalls in technology implementation
🔸 The importance of experienced consulting partnerships for successful projects
Our Experts In This Topic
OUR EXPERTJenya Tkachenko
Manager • Banking