概要

Generative Artificial Intelligence (GenAI) is rapidly becoming a strategic capability for wealth and asset management (WAM) firms. This session explores how leading firms are deploying GenAI to enhance client engagement, strengthen risk management, and drive operational efficiencies, while increasingly extending adoption into front-office and client-facing functions.

This is a joint webinar with The Private Wealth Management Association (PWMA), by the end of the session, participants will gain practical insights into current priorities, emerging use cases, and the key considerations for scaling AI adoption responsibly and effectively.

內容

1. Early wins with GenAI in wealth and asset management: Delivering immediate impact

2. Identifying strategic priorities for GenAI adoption, with a growing focus on front-office applications

3. Preparing the wealth and asset management workforce for transformation

4. Realising the strategic potential of Agentic AI in wealth and asset management

5. Understanding common barriers to GenAI adoption and approaches to overcoming them

對象

This webinar is designed for senior executives including directors, responsible officers, and managers-in-charge who oversee AI adoption within WAM sector. It is also suitable for compliance officers, risk managers, RegTech professionals, and responsible for governance, risk, and regulatory compliance in relation to artificial intelligence and emerging technologies.