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Leading with Innovation:
Gen AI Workshop for
Wealth Management's
Decision Makers

The Gen AI Blueprint: From Strategic Vision to Operational Success.

Trusted  By

coos-cfos
Expertly guiding COOs and CFOs to craft and implement bespoke generative AI solutions, elevating their business operations to new heights.

Benefits

The Power of Gen AI: Redefining Wealth Management Operations
Automates tasks for improved efficiency and scalability.
regulatory-compliance
Monitors transactions for regulatory compliance.
Analyzes data for risk management insights.
client-interactions
Enhances client interactions with integrated technology.
Provides personalized insights into client behaviors.
enhances-client
Automates and enhances client communications.
Reduces operational costs through automation.
real-time-data
Adjusts strategic plans using real-time data.

Workshop Steps

1. Generative Al Intro

The workshop starts with a brief introduction into the basics of generative artificial intelligence. This is necessary to create a common understanding of the technology.

2. Use Case Ideation

In the second part of the workshop, we collaboratively identify promising generative Al use cases within your business context.

3. Use Case Evaluation

In the third part, we evaluate the generative Al use cases in terms of feasibility (data availability, stakeholders etc.) and business value.

4. Use Case Prioritization

Lastly, we prioritize the developed use cases and create a Genal use case portfolio - ready for implementation by your or our tech experts.

workshop-steps

What you can expect

Identify High-Impact AI use cases

Identify High-Impact AI use cases

Understand where Generative AI fits best in your unique business setting.

Align AI with Business Strategy

Align AI with Business Strategy

Learn to align generative AI applications with your firm’s strategic objectives.

Assess Technical Feasibility

Assess Technical Feasibility

Evaluate the technical aspects, like data availability and infrastructure needs, for AI implementation.

Navigate AI Implementation Risks

Navigate AI Implementation Risks

Get insights into the potential risks and challenges of AI solutions.

Expert Guidance on AI Potential

Expert Guidance on AI Potential

Receive expert help to uncover the most promising Generative AI opportunities for your company.

Identify High-Impact AI use cases

Identify High-Impact AI use cases

Understand where Generative AI fits best in your unique business setting.

Align AI with Business Strategy

Align AI with Business Strategy

Learn to align generative AI applications with your firm’s strategic objectives.

Assess Technical Feasibility

Assess Technical Feasibility

Evaluate the technical aspects, like data availability and infrastructure needs, for AI implementation.

Navigate AI Implementation Risks

Navigate AI Implementation Risks

Get insights into the potential risks and challenges of AI solutions.

Expert Guidance on AI Potential

Expert Guidance on AI Potential

Receive expert help to uncover the most promising Generative AI opportunities for your company.

Key Facts

Target Audience

Target audience

 Customized Tailored for wealth management leadership, including Chief Financial Officers, Chief Operating Officers, Portfolio Managers, and Senior Wealth Advisors.

Flexible Workshop Locations

Flexible Workshop Locations

Choose your preferred setting: at your office, virtually, or in our dedicated space.

Structured and Concise Sessions

Structured and Concise Sessions

Efficient learning in two focused 3-hour sessions, ideal for busy executives.

Pre-Workshop Customization

Pre-Workshop Customization

A preparatory meeting to ensure the workshop aligns perfectly with your firm's specific needs and challenges.

Partners

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