Artificial Intelligence in Wealth Management

Artificial Intelligence (AI) is having a strong impact on many industries. Wealth Management will also benefit from better and faster decision making and from intelligent automation of tasks and activities. AI can dramatically enhance experience and productivity of both advisers and clients.
This complimentary event will explore concrete ways in which AI can be applied to improve sales and advice process in Wealth Management.
We will discuss the following use cases: lead generation, meeting preparation, KYC, portfolio construction and rebalancing, robo and hybrid advice, financial planning, client management, news personalisation and the application of suitability and cross-borders restrictions. To better showcase the benefits and illustrate AI mechanics, we’ll also demonstrate examples of AI application in Wealth Management.




2 Nov 2017 @ 17:30 HKT


Participation is free and only requires online registration with the link in the section below.

Registered participants will receive information on how to accesses the webinar online.

The webinar will last about one hour and will include time for questions and discussions.