New CEO Paul Shoukry is focused on tech, products and AI for advisors
Paul Shoukry
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
22 Watch · 1 plan not yet started
Their priorities
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
Advisor experience and AIAI & agentsIdentified
Why now: New CEO Paul Shoukry is focused on tech, products and AI for advisors.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
No outreach plan fits this role. See the brief's likely opportunities.
Watch-outs
Nothing flagged.
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
22 Watch · 1 plan not yet started
Their priorities
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
Advisor experience and AIAI & agentsIdentifiednamed buyer
Why now: New CEO Paul Shoukry is focused on tech, products and AI for advisors.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
22 Watch · 1 plan not yet started
Their priorities
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
Advisor experience and AIAI & agentsIdentifiednamed buyer
Why now: New CEO Paul Shoukry is focused on tech, products and AI for advisors.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Cost & operations, AI & agents, Workforce transformation
Account health
22 Watch · 1 plan not yet started
Their priorities
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
Advisor experience and AIAI & agentsIdentifiednamed buyer
Why now: New CEO Paul Shoukry is focused on tech, products and AI for advisors.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Paul Shoukry (CEO since February 2025) is prioritizing advisor recruiting, tech, products and AI (Bloomberg, April 2026), and organic growth. unverified
A new CEO focused on tech and AI is a good fit for an advisor AI roadmap.
Plays to raise
Advisor experience and AIAI & agentsIdentifiednamed buyer
Why now: New CEO Paul Shoukry is focused on tech, products and AI for advisors.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.