Srinjon G.
Product Lead - Walkme @Canada Life
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WORK HISTORY
Product Lead - Walkme @Canada Life
Toronto, ON, CA
Developed new frameworks and governance model to the dealer to report on Key Performance Indicators (KPIs) across advisor success, customer success and use of digital tools.• Engineered high‑complexity WalkMe use cases by extending nonstandard platform features leading to a 99.6% adoption of the tool, culminating in ActionBot, a bot that delivers precise transfer guidance on FundServ, IPC, and Quadrus entirely without AI, the first one to do so in Canada.• Created and launched new waves of digital tools to enable advisor and field stakeholders to effectively conduct business with Canada Life yielding to a net expected benefit of over
EDUCATION
Delhi Public School International
Higher Secondary, Commerce
Huron University
Bachelor of Arts - BA, Double Major in Finance and Political Science
French Road Elementary School, Rochester, NY
Elementary School
Step By Step School, Noida
Secondary
ABOUT SRINJON G.
Join me as we take on some of the most challenging problems in Canada’s wealth landscape. I’m in the people business first, and I find purpose in building solutions shaped by every voice in the room. Through my work improving client and advisor experiences, I’ve built a track record of delivering meaningful process improvements and driving digital transformation that helps teams work smarter and serve Canadians better.I’m driven by a commitment to reshape how wealth works for Canadians. This means expanding access, strengthening financial security, and ensuring that every Canadian receives the clarity, support, and confidence they deserve on their financial journey.The future of wealth is now and it belongs to those who listen deeply, collaborate openly, and innovate intentionally. Please feel free to connect if either one of us can help each other.
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