How GenAI is Transforming Wealth and Asset Management
This event qualifies for 1 CPEs
Join us for a webcast exploring the potential of GenAI applications in wealth and asset management (WAM) business. You will hear from EY, Microsoft and other WAM business leaders on the practical considerations, benefits, real-world applications, ethical considerations and challenges associated with incorporating generative AI in the WAM industry.
Key questions that will be discussed:
- How can wealth and asset management firms strategically incorporate generative AI into their existing business processes to enhance efficiency and client outcomes?
- How can generative AI contribute to robust risk assessment, compliance monitoring and regulatory reporting within the wealth and asset management industry?
- What opportunities exist for fostering collaboration between human expertise and generative AI capabilities, and how can wealth management professionals harness AI’s potential while maintaining the human touch?
- Given the evolving landscape of AI ethics, how can wealth and asset management firms provide transparency, fairness and accountability when implementing generative AI solutions for their clients?
Speaker and Presenter Information
Moderator:
Abhinav Goel - EY Financial Services Data & Analytics Senior Manager
Speakers:
Sameer Gupta — EY North America Financial Services Organization Advanced Analytics Leader
Sinisa Babcic — EY US Wealth Management Business Consulting Leader
Pascal Belaud — General Manager, Corporation Customer Success Data and AI Group, Microsoft
Megan St. John, CFA – Director, Analytics COE & Analytics Consulting, Edward Jones
Relevant Government Agencies
Other Federal Agencies, Federal Government, State & Local Government
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Tue, Oct 3, 2023, 11:00am - 12:00pm
ET
Cost
Complimentary: $ 0.00
Website
Click here to visit event website
Organizer
EY