概要

Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.

In brief
• The GenAI era has arrived in wealth and asset management – with the majority of firms actively investing, making plans and building teams.
• Among many potential use cases, firms are prioritising those with the highest near-term impact on the value chain as they navigate barriers to adoption.
• Strong governance models and controls are needed to address a range of tech risks, including data privacy and accuracy, ethical use, model bias and hallucinations.

Based on EY’s recent surveys of senior executives in the industry, understand what firms and leaders are thinking about GenAI, and how you can win in the market.

內容

1. What is GenAI, how can it be used and where can it add value to your organisation
2. Common barriers to GenAI adoption in wealth and asset management
3. Five priorities to advance the AI journey
4. The differences between wealth managers, private banks, and asset managers in their approach to GenAI
5. Priority use cases across the front, middle and back office
6. How you can overcome barriers to succeed, including the ethical use of GenAI

對象

The webinar targets executives, MICs of licensed corporations, asset/wealth managers, VA-related practitioners, compliance officers and other professionals who may be interested in learning about GenAI.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。