author title
Head of Global Product Strategy, Wealth & Asset Management
My Background
As a 20-year veteran of highly respected financial institutions, Drew has spent his career at the epicenter of high-stakes digital transformation. Having navigated the industry’s most seismic shifts, he now spearheads the strategic development of Agentforce for Financial Services. As a lead architect for the "agentic enterprise," Drew bridges deep-rooted institutional expertise with purpose-built technology to solve for governance and advisor scale. He directly shows the C-suite how to turn customer context into a definitive strategic advantage, leveraging AI to amplify human talent, restore trust, and secure the high-velocity growth that separates industry leaders from the legacy-bound
Let’s remove the AI from the conversation for a moment, and just talk human to human. If you are a leader at a bank, a wealth management firm, or any other area in…
