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Technology > Marketing Technology

Women in WealthTech: Cynthia Jane Buckler of Wells Fargo

By Janet Levaux

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Cynthia Jane Buckler, who has been with Wells Fargo since 1996, is responsible for all aspects of technology support for Wells Fargo Advisors, Wealth Management, Wells Fargo Retirement and Trust, Abbot Downing and Wells Fargo Investment Institute, from desktop tools, trading platforms and new account-opening systems to online platforms like Intuitive Investor.

Earlier, she managed a large trust platform for Broadway and Seymour, after beginning her career at Meridian Bancorp as a bank branch manager and then operations and technology manager.

“I’ve seen first-hand how long-term planning changes lives,” Buckler said. “My grandfather created a trust for my grandmother before he died in 1976. That trust supported her for 40 years until she died this year at age 111. The right advice and the right technology is critical to helping people live a secure life.”

What do you most focus on in your job? Keeping systems secure is critical every single day. Plus we’re focusing on moving to a service-based architecture.

What technology or tech trend are you most bullish on in the short term? We’re currently focusing on modernizing our platform by moving to a service-oriented architecture along with eliminating our technical debt.

How about in the long run? I believe Blockchain will likely have long legs and we’re watching it closely.

What keeps you up at night? Cybersecurity should keep every technical professional up at night.

Which woman do you most admire in the field? While you don’t find many women leading Wealth Technology in the industry, I could not be prouder of a strong team of women leaders working with me and the full team at Wells Fargo. They are a team of professionals who understand the power of technology and are passionate about how technology can help our clients reach their financial goals.

What is your go-to source for tech info and news? I look at many publications for what is trending in the industry, seeking research on specific technologies, to tech recruiting, and leadership, along with the different levers for running a large tech organization. I also look at SIFMA and FINRA as they offer valuable information for benchmarking against competitors.

What is your favorite tech tool for your job? I am responsible for a team of thousands across the country and world. One of my favorite tools is video conferencing, as it allows us to connect in a more personal way than email or conference calls. Communication is always critical, and even more so when teams are spread out across geographies and time zones.

How about off the clock? I’m not a big game player, but I do complete the New York Times crossword puzzle online every day. It allows me a few minutes of focus on something outside of my work. I keep this habit on the weekends as well, always looking forward to the Sunday puzzle.

Janet Levaux

@Think_JanetL

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