Robert McIsaac

Robert McIsaac

Head of Life Insurance, Annuities, & Benefits

Areas of Expertise: Banking, Business and Operations Transformation, IT Strategy and Management, Life/Annuities/Benefits, Wealth Management

Rob McIsaac is Head of Life Insurance, Annuities, and Benefits at Aite-Novarica Group. He has expertise in IT strategy and management for the insurance and financial services industries with experience in technology and business strategy for life, annuities, wealth management, and banking. He has broad experience in IT strategy and management in the insurance and financial services industries. Prior to joining Aite-Novarica Group, he led the Business Transformation Office at Nationwide Insurance; served as CIO for First Citizens Bank, a rapidly growing regional firm based in Raleigh, North Carolina; and spent most of his career at Guardian Life, where he was the Divisional CIO responsible for annuity, distribution, and broker-dealer operations, and at Prudential Insurance, where he held a variety of positions, including leading e-business development efforts. Rob holds an MBA in Information Systems from Seton Hall University, a B.A. in Economics from Montclair State University, and a number of business and technical designations, including FLMI and LLIF.


Wednesday, November 2, 2022
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. [Recording Available] Aite-Novarica Group’s Insurance Solution and...
Thursday, September 29, 2022 | 10:00 a.m. ET
Aite-Novarica Group Special Interest Group meetings are exclusive opportunities for Aite-Novarica Group clients and Insurance Technology Research Council members to review recent trends and ANG insurance research, share knowledge, and learn from peer experiences. Join Aite-Novarica Group Head of...


December 7, 2022
Recently, Aite-Novarica Group’s Insurance Practice hosted our quarterly Broker-Dealer Technology Research Group meeting. I had the opportunity to co-host this session with my colleagues John Keddy, Nancy Casbarro, and Jack Krantz. These sessions focus on the unique challenges and opportunities faced by broker-dealers that are owned by insurance companies, which are distinctly difference from true...
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December 5, 2022
During the recent LIMRA Annual Meeting in Chicago, the subjects of innovation and transformation were literally center stage. As we’ve noted in the Aite-Novarica Group Insurance team’s research, we are going through a remarkable period of change in terms of demographics, technological capabilities, and customer expectations.  These changes are driving digital strategies, which makes...
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