Chi Lee | Founder
Agenda Invest Ag

Chi Lee, Founder, Agenda Invest Ag


Wealth 2.0 day 2 @ 13:20

Artificial intelligence in wealth management: What can it do today and what will it do in 5 years’ time?

  • The reality of AI tech: To what extent can it really improve the WAM industry?
  • The importance of trust in today’s WAM industry and AI’s role in achieving this
  • Outlining the importance of engaging with AI in order to stay ahead of the competition
  • Why is AI important now: The availability of data and better algorithms with lower computing costs
  • The emerging AI economy: Taking a look at some relevant case studies

Wealth 2.0 day 2 @ 14:00

Panel discussion: How could artificial intelligence be used to enhance business growth in the wealth and asset management industry?

  • Which AI opportunities have the potential to sufficiently improve your service to warrant the cost of investment?
  • Should firms invest in this technology: What difference will it actually make?
  • What could AI do for robo advisors and how can they work together?
  • What are the implications of AI on the role of the advisor: Is it a replacement or an enabler?


back to speakers