This webinar delves into the transformative power of AI in the wealth and asset management industry, focusing on its ability to improve productivity and streamline operations. Featuring insights from industry leaders, this session highlights real-world applications of AI and showcases how these firms have successfully leveraged the technology to enhance decision-making and client engagement.

The discussion will also address critical considerations for AI governance and ethics, offering practical advice on overcoming common implementation challenges. Attendees will gain actionable insights on developing and deploying AI programs effectively, ensuring sustainable success in today’s competitive landscape.

Learning Outcomes:

• Gain a clear understanding of how AI is being used to transform operations in wealth and asset management firms.
• Learn from real-world case studies on AI implementation, including strategies that improve productivity and client engagement.
• Identify common challenges in AI adoption and discover practical solutions for overcoming these obstacles.
• Explore critical aspects of AI governance and ethical considerations for sustainable and responsible implementation.
• Walk away with actionable steps to design and implement a successful AI program that aligns with their organizational goals.

Target Audience:

This webinar is specifically designed for professionals in the asset and wealth management industry who have pressing questions about effectively leveraging AI. Whether you're interested in exploring real-world AI use cases, understanding the key components of a successful AI project, or learning the essential steps for launching AI-driven initiatives, this session will provide the expert insights and actionable strategies you need.

• Asset and Wealth Management Professionals
• Investment Managers and Analysts
• Compliance and Risk Management Professionals
• IT and Technology Leaders in Financial Services
• Business Strategists and Decision Makers
• Anyone interested in leveraging AI for business growth and efficiency

This program is sponsored by:

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Information Technology 

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Technical Investment Management

Program Format: Live Webinar 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

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