EVENT

ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT

Artificial Intelligence’s benefits are manifold and there is barely an industry that won’t be affected by automation in the coming years. The financial services industry, often at the forefront of technology adoption, offers an especially interesting opportunity for the deployment of AI technologies.

In recent years, however, the term has been used exponentially. Distinguishing hype from reality isn’t that easy anymore.
Cutting through the noise: What are the real value-adding applications and benefits of AI in Wealth Management?

The event sheds light on the challenges in the Wealth Management industry, the potential of Artificial Intelligence as well as different perspectives on real-world use cases of AI in Wealth Management.

Schedule

18:00 – 18:05

Introduction and welcome
by Robert Ruttmann, RFS

18:05 – 18:20

Challenges in Wealth Management
by Olaf Toepfer, EY

18:20 – 18:30

Artificial intelligence – Separating myths from facts
by Zani Sharifi, RFS

18:30 – 18:40

Empowering investment selection with machine learning
by David Machac, Schroders Adveq

18:40 – 18:50

The Wealth of AI Management
by Henrique Saeuberli, IBM Research ThinkLab

18:50 – 19:00

Fueling every stage of the investment process with AI generated analytics
by Anders Bally, Sentifi

19:00 – 19:10

AI-driven Wealh Management
by Dorian Selz, Squirro

19:10 – 19:20

The cloud is driving Artificial Intelligence
by Martin Moeller, Microsoft

19:20 – 20:00

Panel (with Olaf Toepfer, Henrique Saeuberli, Dorian Selz and Martin Moeller)

Speakers

AI Speakers_Olaf Toepfer

Olaf Toepfer
Senior Partner and Head of Banking & Capital Markets, EY

martin

Martin Moeller
Digital Transformation Principal for Banking & Finance, Microsoft

dor4

Dorian Selz 
Founder & CEO, Squirro

zan2

Zani Sharifi
Deputy Head, RFS

henri

Henrique Saeuberli
Executive Briefing Consultant, IBM Research THINKLab

anders

Dr. Anders Bally
Founder & Chairman, Sentifi

davidmachac

David Machac
Data Scientist, Schroder Adveq

RFS logo
schroders-logo-01

Event detail

25 September 2019
18:00–20:00

Kulturpark
Pfingstweidstrasse 16
8005 Zurich

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