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AI Enhanced Wealth Management: Crafting Personalized Journeys with Generative Technology

CXO Bespokes Dinner - London

AI Enhanced Wealth Management:
Crafting Personalized Journeys with Generative Technology

Join us for an exclusive evening of networking, fine dining, and engaging discussions with industry leaders and wealth management professionals. This event will spotlight the latest solutions in wealth management, focusing on the role of generative AI in transforming client experiences. Together, we will explore the significant impact of AI-driven innovations on the financial sector, highlighting their potential to revolutionize client interactions and enhance operational efficiency. Don’t miss this opportunity to connect and share insights on the future of wealth management.

EVENT DETAILS

Date:
May 2025
Timings:
6:30pm - 10:00pm
Venue and Location:
Venue and Location: 5*, London

Key takeaways

Expert Perspectives

Gain valuable insights from keynote presentations and panel discussions featuring leading authorities in AI and wealth management
Live Technology Showcases

Experience the latest generative technology applications through engaging demonstrations that illustrate their impact on client services
Dynamic Q&A Session

Engage in an interactive question-and-answer session with our experts to address your specific inquiries and deepen your understanding
Collaborative Strategy Development

Work together to formulate a comprehensive digital strategy aimed at enhancing client engagement and operational flexibility
Networking Opportunities

Connect with industry leaders to share ideas and discuss the challenges and opportunities within wealth management
Generative AI Applications

Discover how generative AI is transforming wealth management through personalized client experiences, improved fraud detection, and effective risk management
Operational Efficiency through AI

Learn how wealth managers can utilize generative AI to enhance efficiency, tailor services, and maintain a competitive edge in a rapidly evolving market
Enhancing Data-Driven Decision-Making

Explore how to leverage generative AI to drive strategic initiatives and improve data-informed decision-making in wealth management
Ethical AI Practices

Discussing the importance of transparency, data privacy, and addressing biases in AI applications within wealth management
Personalized Client Engagement

Generative technology enables wealth managers to offer highly tailored services, enhancing the client experience through customized investment strategies and recommendations
Efficiency Through Automation

AI-driven tools streamline operational processes, allowing wealth managers to focus more on strategic client interactions rather than administrative tasks

Agenda

  1. 18:00 – Registration and Networking Drinks Reception

  2. 18:45 – Welcome and Introduction

  3. 19:00 – Roundtable Presentation

  4. 19:30 – Dinner Served

  5. 20:15 – Presentation

  6. 20:35 – Q&A Session and Best Practices Discussion

  7. 20:45 – Coffee, Desserts and Networking

  8. 21:45 – Closing Remarks

Complimentary Passes:

FREE passes are available only to senior digital wealth managers from top private banks and wealth firms with the following Job titles CEO, CIO, CTO, COO, Chief Digital Officer, Chief Data Officer, President

Head / SVP / EVP / Managing Director/General Manager applies to below

Private Bank, Chief Investment Officer, Chief Operational Officers, Digital Assets, Private Clients, Wealth Management, Asset Management, Lending, Generative AI, Risk Management, Digital Transformation, Strategy, Customer Experience, Innovation, Analytics, CRM, Machine Learning, AI, Robotics, Technology, Digital, Onboarding, Pension, Insurance, Sustainability, ESG, Investment Solutions, Financial Planning and Marketing, and CLM
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*By registering for this event, you agree to our Terms and Conditions and acknowledge that we may share your information with our event partners & sponsors who may contact you directly with information on their products and services.