Generative AI is certainly the buzz word or catch phrase of 2024, and for good reason. Everything is changing rapidly thanks to AI, and this is especially true in the Wealth Management industry.

There is a "Revolution" happening in Wealth Management…

Don't miss our insightful webinar!

Revolutionizing Wealth Management: Harnessing the Power of Generative AI

Join us for an enlightening fireside chat with industry experts Andrew Beatty, Division Executive & Head of Wealth, Retirement & International at FIS and Susanne Chishti, CEO & Founder of FINTECH Circle.

Register now for the webinar on Thursday, Feb. 15, 2024 at 8 a.m. ET / 1 p.m. GMT, where these two experts will be delving into current applications of generative AI and its impact on Wealth Management. They will also provide an update on regulatory oversight and the impact of GenAI on the workforce.

Key topics to be discussed during this webinar:

1. Personalized Financial Planning:
Discover the primary advantages of utilizing generative AI in personalized financial planning. We’ll uncover the untapped potential of recommendations based on individual financial goals and how generative AI can assist clients in making better-informed decisions for their financial future. We will cover predictive accuracy and risk customization benefits and provide practical examples.

2. Automated Investment Strategies:
Learn how Generative AI can automate investment strategies and enable portfolio diversification and risk mitigation especially in dynamic economic conditions while maximizing returns and minimizing portfolio risk.

3. Client Relationship Management:
We'll discuss service customization, proactive relationship building, and how achieving a 360° client view will enable advisors to take a far more proactive approach to clients’ investment needs. Discover the effects of Business Process as a Service (BPaaS) and how to use generative AI to better adapt to a fast-changing market to increase client satisfaction.

4. New Product Creation:
We’ll explore how generative AI contributes to the innovation of new financial products and how it streamlines the product development process. We’ll also discuss efficient prototyping and incorporating regulatory compliance checks.

5. Updates on Regulatory oversights:
Discover how generative AI can improve the auditing and oversight processes in wealth management and create more efficient reporting. Attendees will learn how GenAI can enable financial institutions to create accurate and timely reports for regulatory authorities ensuring compliance with evolving financial regulations globally.

6. Impacts of GenAI on the workforce:
Learn how generative AI can be utilized to address workforce challenges, such as workflow optimization, resource augmentation and continuous learning across large organizations. All this and much, much more.

The fireside chat will be followed by a 10min Q&A where attendees can ask any burning questions about our discussion, wealth management technology trends and the opportunities and challenges of generative AI they face.

In summary:

Don't miss this exciting opportunity to gain a competitive edge in the Wealth Management industry. You’ll discover how modern solutions like generative AI can streamline processes and elevate customer experiences, helping your clients navigate the rapidly evolving Wealth Management landscape.

Register now to secure your spot for the webinar with Andrew Beatty and Susanne Chishti on Thursday, Feb. 15, 2024 at 8 a.m. ET / 1:00 p.m. GMT.

Together, we'll unlock the potential of Generative AI so you can navigate the “Revolution” happening right now in Wealth Management with confidence!

Book your spot now...