DISCLAIMER: The opinions expressed in this video are that of the participants and do not reflect those of the organisation
Panel Discussion: Exploring AI adoption in wealth management to increase efficiencies and bolster a customer centric model
1. For which RM tasks could AI create most efficiencies?
2. With an increasing choice of WealthTech solutions, how are WM firms identifying the right technologies to fit their requirements?
3. How can AI technology be effectively integrated into existing wealth management systems and processes?
4. To what extent do we have a full view of the future ethical and regulatory risks of AI?
5. How can we ensure transparency, fairness, and accountability in the decisions made by AI algorithms?
6. How will AI adoption in the wealth management industry transform the customer experience?
Chair:
Yohan Lobo, Industry Solutions Manager, Financial Services, M-files
Speakers:
Mohammed Marikar, Senior Director, Digital Engineering & Innovation, RBC Wealth Management
Charlotte Wood, Head of Innovation and Fintech Alliances, Schroders
