Saijal Patel
Financial Wellbeing Expert | Financial Services Consultant | Award-Winning Business TV Journalist
With money now the #1 cause of stress amongst people, how can companies tackle financial wellness and transform wellbeing in the workplace? How can the work environment support and encourage financial empowerment for women? What strategies and support can employers and organizations put in place to serve the needs of all their employees at a time of financial stress?
Financial wellness is a key component to a more productive, engaged and fulfilled workforce. Saijal understands why this is and aims to not only explain how money and wellbeing are connected, but also provide strategies to address the roadblocks that may be inhibiting professional, emotional and financial wellbeing in individuals and organizations.
With more than twenty years’ experience in the financial industry in North America and Asia, Saijal provides a unique perspective and deep understanding of what it takes to close the financial security gap, and the impact gender and technology has on how we view money.
Through her company “Saij Elle”, Saijal has carved out a niche in empowering women of all ages, socio-economic and cultural background to build financial capability. She also consults organizations in how to create a strong financial customer experience and build financial wellness effectively for their employees or members.
She will delight your audience as she challenges the status quo on finances, the definition of “wellness”, and the real issues in tackling the gender gap in a refreshingly raw and relatable way. Saijal will leave you feeling and thinking differently about money and wellbeing!
Background
Saijal Patel is the Founder and CEO of Saij Elle, a financial consultancy and education platform with a mission to help women create financial independence and security, assist financial institutions to better serve the needs of female investors, and work with companies to build effective financial wellness & inclusion programs for all employees.
She has more than twenty years experience in the financial industry in North America and Asia, is a Chartered Financial Analyst (CFA) Charterholder and has held positions as a financial strategist and analyst.
Saijal is a former business anchor and correspondent for Canada’s Business News Network (BNN) and CNBC Asia. She’s delivered commentary and analysis on Asian economies, stock markets and corporate news to more than 300 million households around the world. Her coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry.
She also led Manulife’s PR activities across Asia where she was instrumental in building the company’s brand awareness through top tier media placements for executives, strategic PR campaigns and thought leadership.
Topics
Female Financial Empowerment – Why Women Must Lead the Way
Financial empowerment for women is more important today than ever yet grossly underappreciated. Despite the many challenges women face in building financial capability, their strengths are aplenty. Saijal speaks to the opportunities that financial empowerment for women brings and what that needs to look like.
Money, A Woman’s Way
Engaging with female investors takes a different mindset and requires a different customer experience. Women are from Venus, even when it comes to money!
The Case for Financial Wellness in the Workplace
The top source of stress people feel is financial. But just because they don’t talk about it doesn’t mean it’s not there. Saijal speaks to why financial wellness can lead to happier, more engaged employees and the top mistakes companies are making in addressing this.
The Forgotten Gender Gap
If the World Economic Forum is correct, women are more than 100 years away from achieving equality. Yes, we will be living on Mars before women are truly seen as equal as men. The wage gap that we often talk about is leading to a much more serious gender gap and the implications are profound. Saijal speaks to this and what can be done to change it.
Delighting Your Investors
In an increasingly competitive environment, where management fees are a focus and fintech is a serious disruption to traditional institutions, financial services is under greater pressure to win customers. Saijal gives advice on what the industry needs to do to win.