Based in Sydney, Jai will oversee the development and execution of GBST’s enterprise AI strategy, driving initiatives across internal productivity, product innovation and governance. The appointment advances GBST’s progress in scaling AI-driven solutions, with a clear focus on embedding these capabilities into the core workflows used by wealth management and financial services organisations.

In the near term, this includes the rollout of AI-enabled capabilities within GBST’s flagship Composer platform, including a knowledge assistant and agentic automation to support multi-step back-office processes. These enhancements are being developed with strong governance, human oversight and enterprise-grade security as foundational principles.

Rob DeDominicis, CEO of GBST, said: “Jai’s appointment accelerates our efforts to apply AI where it can drive real operational value, aligning with our broader global strategy to modernise our platforms and operations, while maintaining the reliability and trust clients expect in highly regulated markets.

“AI is rapidly becoming a core capability for our clients, but adoption in regulated environments demands discipline, transparency and trust. This role ensures AI at GBST is applied where it delivers meaningful impact – supporting complex workflows, improving consistency and enabling scale, while keeping people firmly in control.”

Jai brings extensive experience in AI-enabled product development, platform architecture and enterprise transformation. His mandate spans both internal and client-facing initiatives, with a dual focus on enhancing how GBST teams operate and embedding AI into products in ways that deliver measurable client outcomes.

Internally, priorities include deploying governed AI tools to enhance productivity, modernise codebases and streamline documentation, supported by clear policies on approved tools, data protection and human review. Externally, the focus is on integrating AI within Composer and all GBST’s products to improve operational consistency and support administrators working at scale in complex regulatory environments.

Isabel Sanchez, GBST’s Chief Product and Technology Officer, said: “AI creates value when it is thoughtfully embedded into real-world workflows and built on secure, scalable foundations. Our AI strategy is underpinned by GBST’s established robust technology, including cloud-native architecture, real-time interfaces and enterprise AI platforms, and we’re investing in upskilling our engineering and product teams, complemented by targeted specialist hires, to build sustainable long-term capability.

“Jai’s appointment brings dedicated leadership to a rapidly evolving domain, ensuring our AI roadmap aligns closely with product strategy, leverages secure architecture and is delivered with the governance standards our clients expect.”

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Nicole Ford joins GBST as Senior Sales Executive – APAC, bringing deep experience in institutional partnerships and growth strategy. Most recently, she was Head of Client Partnerships at Link Group, and prior to that held senior leadership roles at Macquarie Group, including Head of Institutional Partnerships and Head of Marketing and Growth, Wealth.

Danielle Rafferty has also been appointed Senior Sales Executive – APAC. Danielle joins GBST from Thomson Reuters, where she was Senior Business Development Manager, and previously spent more than a decade at Westpac in senior roles spanning sales, client development and institutional relationship management.

GBST provides wealth management and advice technology solutions to major Australian superannuation funds, platforms and advisory firms, including its flagship platform, Composer, which supports front- and back-office administration across complex operating environments.

Ford and Rafferty will report to Jeff Hall, Head of Asia Pacific at GBST.

“We are excited to have Nicole and Danielle on board as we continue to build on the positive momentum that GBST has experienced in recent years,” Hall said.

“We partner with many leading financial services organisations in Australia and globally and we are firmly committed to their success by delivering technology and digital solutions that enable them to scale, achieve operational efficiencies and enhance the customer and member experience.”

Rob DeDominicis, Chief Executive Officer of GBST said that wealth managers and super funds faced many unique challenges, requiring a partner who intimately understood the evolving landscape and could support them to meet their needs around automation, scalability, interoperability, security and compliance.

“Super funds are under increasing pressure to deliver efficiency, resilience and better member experiences, while meeting evolving regulatory and security requirements,” DeDominicis said.

“We continue to invest in our people and technology to help clients transition to modern cloud-based platforms that support long-term growth”

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Jeff Hall

GBST, a leading global wealth management, adviser, and digital solutions provider, has enhanced its WealthConnect financial advice solution to meet the changing needs of advice professionals. The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.

Built on Salesforce technology, the upgraded WealthConnect platform brings together advanced wizards, research tools, and comparison features that support both advisers and paraplanners, driving greater efficiency across the entire advice process and enabling firms to service more clients. The enhancements also improve visibility across compliance, resource management, and client engagement, making it easier for large firms and dealer groups to allocate resources effectively and stay ahead of evolving industry pressures.

Jeff Hall, Head of APAC, GBST, commented: “Our primary focus is on helping advisory firms scale their operations with smart technology that drives efficiency. As regulatory demands continue to increase the administration and compliance burden on advisers, the need for advanced advice technology to improve efficiency, strengthen client engagement and support consistent outcomes has never been greater. We’re committed to equipping advice firms with the tools to build scale and deliver exceptional service and value to their clients in an ever more competitive market.

“Looking ahead, we are continuing to invest in WealthConnect with enhanced stochastic and goals-based modelling capabilities set to launch later this year. We’re also working to leverage Salesforce’s generative AI tool, Agentforce as its first certified Independent Software Vendor partner for the wealth management industry. Pre-built support tools will help advice professionals harness AI drive further efficiencies, deliver personalised client support, and adapt to the evolving digital landscape. Our goal is for WealthConnect to eliminate the need for multiple systems across the advice process, allowing advice firms to replace existing tools with a single, advanced platform that combines CRM, compliance management, and financial planning to better support high-quality advice.”

Award-winning financial advice firm Invest Blue selected WealthConnect as its advice management solution last year and went live in November. WealthConnect’s advice technology now serves as the primary hub for Invest Blue’s client engagement, service management, delivery and workflow.

Lexi Glover, Head of Operations, Invest Blue, commented: “Our goal is to advance our technology and data management to improve quality and reduce overhead costs for advisors and clients. By lowering the cost to serve in this area, we can invest in others to enhance the quality of what we deliver to clients and increase the number of people we can serve. WealthConnect will help boost our service delivery and align with our commitment to our clients living their best possible life. We look forward to continuing to leverage and expand WealthConnect’s capability.”

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Robert DeDominics

GBST, a leading global provider of wealth management and advice solutions technology, has collaborated with Luna Partners to create, develop, and implement a unique technology platform that seamlessly connects investors and managers to the wholesale private equity market. The platform developed by GBST, opens new Australian and New Zealand investment opportunities for individual investors that were previously only accessible to institutional investors.

The scalable and comprehensive cloud-based SaaS offering includes a website, online investor portal, and an administration portal to easily accommodate Luna Partner’s growth and expansion ambitions.

Group CEO for GBST, Robert DeDominics, said: “Within eight months from the time of the initial brief, GBST Digital collaborated with our DevOps and Architecture teams to deliver a complete technology solution to Luna Partners. We enabled a rapid market entry which was one of Luna Partner’s main goals. It’s the combination of our teams’ financial services and digital expertise that enables this kind of incredible innovation.”

Co-founder of Luna Partners, Edward Caser, said: “GBST’s technology expertise and commitment to excellence made it the perfect partner to help realise our vision of bringing a ground-breaking Australian private equity (PE) solution to market. As a PE firm, we knew only too well that the opportunities in Australia for investors to gain access to private markets was limited. We’ve seen Australian private equity firms turning to offshore institutions and domestic private wealth platforms as superannuation funds retreat from the middle market. But we’ve now changed all that. We have an incredibly user-friendly website, an intuitive investor portal, and an efficient administration portal which has exceeded our expectations.”

The platform’s ability to simplify investor onboarding by incorporating Know your Customer (KYC) and Anti Money Laundering (AML) checks, facilitate multiple investments, manage online applications, and streamline portfolio management has been a game-changer for Luna Partners’ operations and PE fundraising in the region.

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Joining the executive team and reporting directly to Global CEO, Robert DeDominicis, Hall will spearhead business development and operations in the Australian region for the company’s Wealth Management and Advice Solutions products including Composer, WealthConnect and Advice Intelligence. His responsibilities encompass leadership of sales, product development, account management, and client delivery teams, with a primary focus on strategic execution and business growth.

Hall brings a wealth of experience to GBST, having previously served as Sales Director for SS&C Technologies, and holding key C-Suite positions at both Bravura Solutions and Midwinter Financial Services. His extensive background includes senior roles in wealth management and banking at EY, Van Eyk, Macquarie Bank, and Accenture.

DeDominicis said, “I am delighted to welcome someone of Jeff’s calibre to the team. With his 25-year track record of driving rapid growth, optimising operations, and delivering client goals and success, he is an invaluable addition to our leadership. Jeff has both intimate knowledge of the Australian wealth management administration and advice solutions space, and a clear commitment to client delivery and success.”

Commenting on his appointment, Hall remarked, “Now is the perfect time for me to join GBST. The strategic fit between my skills and the company’s vision is compelling, and there is immense potential to contribute meaningfully to GBST’s ongoing growth and evolution. GBST has experienced continuous positive momentum over the past few years, and its innovative approach, expanding suite of products, and robust leadership team has only reinforced my confidence in this decision.”

Hall joined GBST in January 2024.

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Stephen Jones

Global Wealth & Advice Tech company GBST welcomes the Government’s commitment to making financial advice more accessible and affordable for millions of Australians, as part of the ‘Delivering Better Financial Outcomes” roadmap, that was presented in parliament last week to an audience that included GBST.

In response to Recommendation 6 of the Quality of Advice Review (QAR), the Government intends to introduce a comprehensive framework for expanding superannuation advice by legislating consistent rules on what advice topics can be paid for via superannuation; allowing super funds to consider a broader range of a member’s personal and household circumstances; and supporting increased member engagement at key decision points in the retirement income journey.

With over five million Australians approaching retirement, and only 16,000 professional financial advisers, many consumers simply cannot access affordable advice. Digital advice will play an important role in improving accessibility and affordability given “the numbers don’t work”, said The Hon Stephen Jones MP.

“Now is the time to be having these important conversations about the future of financial advice”, says Rob DeDominicis, CEO of GBST. “Superannuation funds, life and general insurers, and banks, all have the opportunity to embed digital technology tools into their advice services.”

“Technology is a critical component in granting Australians individualised and affordable financial advice at scale – super funds are Australia’s main distribution channel to achieve this”, says Jacqui Henderson, GBST’s Head of Advice Solutions – Business Development. “The announcement of this framework is a step forward in reducing the barriers that are holding super funds back from providing members with the financial advice services they want and need.”

By providing members with access to a simple, in-platform digital advice tool like GBST’s Advice Intelligence software, super fund members can build a stronger financial future, and super funds can deliver investment and retirement strategies that would otherwise be inaccessible and unaffordable for many.

“Digital advice technology gives consumers access to helpful advice at a time and place that suits them. For those wanting additional human support, this is also available as part of the digital advice process through hybrid services,” noted Henderson.

The Government has promised to make financial advice easier to access when Australians need it – GBST’s innovative digital advice technology supports the pursuit of enabling everyday Australians to build a better financial future.

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Ross, who has more than two decades’ experience in financial services technology, will lead the design and strategy of GBST’s managed cloud SaaS (Software as a Service) offering in line with the company’s strategy to further develop its suite of cloud-based technology including Composer, Catalyst and the recently acquired WealthConnect adviser practice management system.

Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology. He began his career at Aquila, providing technical consultancy services to pension clients, before spending over a decade at International Financial Data Services (IFDS) delivering complex, large-scale pension and platform projects.

Robert DeDominicis, global CEO at GBST, comments: “As part of our growth strategy, GBST is committed to delivering secure and resilient digital-first wealth management solutions that support our clients’ business ambitions. Ross’s experience in our sector, and his extensive knowledge of cloud technology, will be pivotal in the continued development and expansion of our suite of SaaS solutions.”

Ross says: “GBST’s SaaS technology delivers reliable, flexible, intuitive solutions that allow clients to scale while improving efficiency, consistency, and reducing risk. I’m excited to have joined this dynamic, passionate team, and am looking forward to building on GBST’s existing cloud-based managed services, to help accelerate digital innovation and generate even greater value for clients.”

Ross began his role at the start of June and is based out of London.

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Robert DeDominicis

GBST, a leading global provider of cloud-based Software as a Service (SaaS) wealth management technology, has announced the acquisition of WealthConnect, a digital advisor practice management, customer relationship management (CRM) and compliance system, based on Salesforce. With back-office administration and a front-end digital solution, WealthConnect streamlines workflows and helps advisors manage client relationships, portfolios, and administrative tasks more efficiently.

This acquisition marks a significant step in GBST’s continued growth strategy as it expands its innovative suite of fintech products and services to deliver business opportunities in new and existing territories.

With global regulators focused on ensuring that those closest to the client have the greatest responsibility to deliver better customer outcomes, advisor firms have a renewed and pressing need to provide efficient practice management services and demonstrate value for money. A big part of this lies in an organisations’ integrated technology infrastructure, irrespective of organisational size.

Robert DeDominicis, global CEO of GBST said: “We’re excited to welcome the WealthConnect team into the GBST family and connect our wealth management expertise and products with their advisor practice and CRM capabilities. This is the next logical step in our growth.

“As the importance of properly integrated fintech continues to grow, we have been assessing the adjacent wealth management CRM market for some time and WealthConnect stands out as being entirely complementary. Every day, thousands of advisors use GBST technology to execute investments, savings, and retirement decisions for their clients. The addition of WealthConnect broadens our suite of cloud-based technology offerings that will deliver innovation and efficiencies to advisory and wealth management businesses while driving better customer outcomes.”

Beau Dixon, Partner at Anchorage, and Chairman of the GBST Board said: “We’re delighted to support GBST in taking another significant step in its expansion strategy and further delivery of leading cloud-based solutions to clients.”

The acquisition of WealthConnect provides GBST with a complementary solution to its existing SaaS wealth management offerings including Composer, an expanded and market leading client base, access to a growing advisor platform market, entry into new geographic regions, highly skilled development resources, and a partnership with Salesforce – all providing a strong foundation for the company’s continued growth trajectory.

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Ali Ozyon

Hejaz Financial Services (Hejaz), Australia’s leading diversified provider of Islamic financial products and services, has selected GBST to provide a suite of nine online calculators, powered by GBST’s Equate technology, and underpinned by Equate’s Content Management Solution (CMS).

For GBST Digital, this three-year engagement is its first Islamic Banking client. Hejaz Financial Services has implemented calculators for insurance needs, extra repayments, offset, borrowing power, retirement adequacy, savings plans, stamp duty, insurance adequacy, and rent vs buy.

Brianna Dobing, Head of Digital at GBST, said, “We are excited to welcome Hejaz Financial Services on board and to work with Australia’s leading Islamic and ethically approved financial provider in a manner that is supportive of its mission and in keeping with the integrity of the product or service.

“The Digital team has had the pleasure of helping Hejaz to deliver on its vision of providing easy-to-use online tools and calculators to complement its Sharia-compliant financial products and services for the Islamic community.”

Ali Ozyon, Head of Marketing at Hejaz Financial Services, said, “GBST has a strong track record in building and delivering financial tools for major lending institutions. After a thorough market review, we chose GBST’s Equate technology for its customised set up and the ease of which we could edit calculators.

“As an Islamic-focused financial group, we use slightly different terms – for example, instead of interest rate, we use Ijarah rate – and it’s a fundamental requirement that we are able to configure these changes on our end. With the CMS solution that GBST has provided, we can easily edit field labels, rates and text, without incurring extra costs.”

GBST’s tools are currently live on Hejaz’s website, delivering a responsive design ability for simple use on mobile phones, and branding consistent with the Islamic Finance firm’s requirements.

GBST’s interactive products are used by more than 100 financial services organisations and millions of their customers in Australia, New Zealand, the UK, the United States, and Canada. The GBST Digital team works with financial services clients worldwide to improve brand reputation, build brand advocacy, and enhance online customer journeys, engagement, and acquisition. GBST’s customer experience experts create bespoke digital solutions for financial institutions from calculators to portals, apps, content management systems, and more.

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Stacey will play a key role in developing and implementing corporate strategy – alongside GBST Board members from private equity firm Anchorage Capital Partners, its CEO, and the rest of the executive leadership team. There will be an emphasis on optimising financial performance, ensuring the effective management of capital and enhancing shareholder value. The role will also oversee the management of all finance functions and the delivery of relevant shared services for the company.

Stacey brings a depth and breadth of experience in finance, and a solid track record in managing finance teams. Her most recent role was as the CFO of Mainstream Group. Prior to that she held senior roles with Macquarie Telecom, Macquarie Group, Commonwealth Bank Australia and HSBC Bank.   

Marie was a Senior HR Business Partner at GBST, a role she had undertaken for one and a half years, and the perfect candidate for the newly created role of CPO. Her roles prior to joining GBST in 2020 included leading teams at Cuscal, eftpos Payments Australia, Institute of Chartered Accountants Australia, Kelly Services, and Cochlear. 

Marie said: “As the champion of all things People & Culture, I am looking forward to continuing to work with a team I know well, to implement a program that will increase employee engagement outcomes and drive an intentional culture shift aligned with our new strategic direction.”  

Robert DeDominicis, CEO at GBST, said: “I am delighted to welcome Stacey and Marie to the Executive Team and look forward to working alongside both to execute on the exciting growth and expansion plans we have for the wealth management market, both in Australia and internationally.”   

Stacey commences her role on 14 July and Marie has already commenced her new role. 

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