Archives: Agenda

• Exploring what measures have been places to protect customers and wealth managers from fraud?
• Safeguarding sensitive financial data from nasty attacks
• Resilience and staff training to protect your business

Financial institutions are identifying a growing number of AI opportunities across operations and client servicing, but turning pilots into scalable, enterprise level impact remains a major challenge.

• Prioritise AI initiatives across quick operational gains and longer-term transformation programme
• Examine practical lessons from AI driven document processing and automated client reporting
• Manage governance, legal and quality control risks as AI moves into client facing environments
• Set realistic expectations for near term efficiency gains versus longer term strategic value

• Prioritising proactivity and adaptability in all areas in order to become up to date How can we stay agile to maintain strong compliance culture?
• Investing in compliance technology and promoting clear data management practices to avoid discrepancy

• How can legacy banks leverage their reputation and customer trust to introduce and normalize crypto offerings?
• Beyond custodial services, how can banks find new revenue streams in crypto and digital assets?
• Insights on collaborating with regulators to craft policies that enable growth while protecting
  consumers.
• What will the financial ecosystem look like as more banks embrace crypto?

• Mixing traditional and alternative investment products to cater to various risk appetites
• Incorporating ESG criteria in order to attract investors and clients in responsible investing
• Have alternative investments leveraged the diversification of products?
• Tackling barriers for change