Artificial Intelligence (AI) is reshaping the financial services industry at an unprecedented pace. From enhancing customer experiences to optimising investment strategies and mitigating risks, AI offers immense potential for growth and innovation.
This practical one day workshop conducted by 2 senior experts will provide a comprehensive overview of AI, exploring its history, recent advancements, and transformative impact on the financial services sector. We will delve into specific opportunities across banking, asset management, and insurance, examining how AI can be harnessed to drive efficiency, improve decision-making, and create new revenue streams.
This workshop is ideal for executives and managers within banking, asset management, insurance and other financial service companies, seeking to enhance business operations and strategic initiatives and understand the vast opportunities presented by artificial intelligence in order to stay competitive, improve efficiency, and deliver superior customer experiences.
What will you learn
By the end of this workshop you will gain a solid understanding of:
- The fundamentals of AI, including its different types and applications
- The latest AI trends and their implications for the financial industry
- Learn how AI can be used to identify and improve revenues, client experience, operational efficiencies and costs reduction
- Identify the whole range of opportunities AI creates in banking, asset management and insurance
- Practical strategies for implementing AI solutions
- The potential risks and regulatory landscape surrounding AI
Course Content
- Background and Scope - History, Predictive and Generative AI (incl. Chat GPT), Risks and Opportunities- Recent developments in artificial intelligence
- Impact and opportunities for Global Banking, Asset Management and Insurance
- AI Opportunities - Implementation and Investment Strategies
- Next Steps - Risks, Regulatory Implications, Horizon Scanning
Speakers
The Course Director is an industry advisor and regulatory expert with over 20 years of experience in investment banking, asset management and Regulatory Technology (RegTech). He is an industry expert in Financial Regulation, RegTech, Open Banking, Digital Payments and Payments Systems
His experience spans strategic regulatory technology, process and platform management, particularly creating future state Open Banking APIs, Payment Platforms, RegTech Big Data platforms, and incorporating Risk and Governance policies (Security, SLAs, etc.), using technology such as HDFS/Hadoop and Scala, and Quantitative analytics and Artificial Intelligence tools like Python and QA libraries. Advanced Order Management Systems skills (Charles River, Thinkfolio). Advanced analysis skills using Excel and Access. He is also experienced in integrating Digital Payments and Payment Gateways with the retail and institutional banking frameworks; Deep expertise in analysing and implementing FinTech lending and asset management models, including Digital Banking and Digital Assets infrastructure (using Blockchain for central banking (CBDCs)), investment banking/retail banking, and supply chain finance;
His in-depth understanding of the whole range of the key technological and regulatory solutions allows him to advise on the best ways to optimise systems and operations to meet industry requirements.
His recent key engagements include banks such as HSBC, Deutsche Bank, JP Morgan and Barclays and buy-side firms such as T. Rowe Price, Ruffer, Investec Asset Management, and M&G, to name a few.
He is also a member and advisor of Industry association committees including ESMA, FCA, PRA/Bank of England and SEC.
Who Should Attend
- C-Suite decision makers
- Portfolio &Fund Managers
- Heads of Investment & Trading
- Product Managers responsible for developing and optimising financial products,
- Digital Transformation Experts who drive technology adoption and innovation, and
- Heads of Technology/Innovation who provide tools for market trends and data to inform business decisions
