AI in Wealth & Investment Management: Industry Evolution Amidst a Technology Revolution

When:  Apr 9, 2025 from 11:00 AM to 12:00 PM (PT)
Associated with  CFA Society Vancouver

AI will change how financial services firms operate. This session will focus on implementing AI within regulatory frameworks, managing risks, and applying AI across wealth & asset management.

Using examples from financial institutions, we will examine how organizations build AI capabilities, create governance structures, and improve client service. We will also discuss some practical strategies for investment professionals to consider adopting.  

Hosted in partnership with CFA Society Calgary.

Location

Online Instructions:
Url: https://cvent.me/ERO0q8
Login: Provided on registration
Event Image

Contact

Suzanne Martin
604-986-9856
[email protected]