eSeminar - CPT Bearing

Five Priorities for Winning with GenAI in Wealth and Asset Management

Overview

This eSeminar is a recorded session of the "Five Priorities for Winning with GenAI in Wealth and Asset Management" webinar held on 15 November 2024.

Mr Chris Barford and Mr Chris Leung, Partners at EY, elucidate the transformative potential of Generative AI (GenAI) in redefining business models and operational strategies within the wealth and asset management sector. The course dives into the core aspects of GenAI, discussing its high-impact use cases, common adoption barriers, and the need for robust governance to manage associated risks, drawing insights from EY’s recent industry surveys.

Objective

After completing the course, you will be able to:
- Explain the core concepts of generative AI and illustrate its unique capabilities
- Identify and describe practical applications and use cases of generative AI in the wealth and asset management sectors
- Outline the key barriers of generative AI deployment and describe the ethical use of GenAI

Content Highlight

1. What is GenAI, how can it be used and where can it add value to your organisation
2. Common barriers to GenAI adoption in wealth and asset management
3. Five priorities to advance the AI journey
4. The differences between wealth managers, private banks, and asset managers in their approach to GenAI
5. Priority use cases across the front, middle and back office
6. How you can overcome barriers to succeed, including the ethical use of GenAI

Who Should Attend

Executives, MICs of licensed corporations, asset/wealth managers, VA-related practitioners, compliance officers and other professionals who may be interested in learning about GenAI.

Instructor / Speaker

Chris BARFORD

Chris is a Partner in EY’s AI and Data practice leading the Financial Services team in Hong Kong, having moved to Hong Kong from EY London in 2016. His client focused team covers all aspects of artificial intelligence, data and analytics and his purpose is to build powerful analytics platforms that enable customer insights, regulatory risk management, advanced data science and machine learning.

Chris is involved in various aspects of the future of finance, which includes Web 3.0 (digital assets, AI, and blockchain) and the sustainability agenda (ESG data collection, disclosure and reporting). Chris has authored a number of papers and industry responses on next generation technologies.

Chris also contributes to Hong Kong’s finance community as an elected board member of the FinTech Association of Hong Kong.

Administrative Details

Code
TEEEC25007801
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$230
Chinese Securities Association of Hong Kong (HKCSA): HK$320
Non-Member: HK$460
Staff of Corporate Member: HK$230