In this two-day course, participants will learn all about how technology is changing the Wealth Management and Investing Landscape. Participants will gain an understanding of how machine learning, artificial intelligence and blockchain technology is transforming the way investment/asset management and wealth management is delivered and what the future of saving and investing might look like. Participants will gain key insights into the trends and future of this sector and learn how to get on board the technology wave
Employees in Investment/Asset Management – investors, client advisors, operations, product development. Employees in Private Banking – investors, private bankers, operations, product development. Heads of Innovation/Innovation Team members, Heads of Marketing/Customer Experience and their team.
- Prior Knowledge:
Work experience in financial services of at least 2-3 years is recommended.