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.




Tokyo, Japan


21 Sep 2017 @ 17:30 JST


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

The event venue will be in a central location in London; details will be communicated to registered participants.

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