概要

This eSeminar is a recorded session of the "Five Priorities for Winning with GenAI in Wealth and Asset Management" webinar held on 15 November 2024.

Mr Chris Barford and Mr Chris Leung, Partners at EY, elucidate the transformative potential of Generative AI (GenAI) in redefining business models and operational strategies within the wealth and asset management sector. The course dives into the core aspects of GenAI, discussing its high-impact use cases, common adoption barriers, and the need for robust governance to manage associated risks, drawing insights from EY’s recent industry surveys.

宗旨

After completing the course, you will be able to:
- Explain the core concepts of generative AI and illustrate its unique capabilities
- Identify and describe practical applications and use cases of generative AI in the wealth and asset management sectors
- Outline the key barriers of generative AI deployment and describe the ethical use of GenAI

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

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