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Wed 18 Nov1:00–1:30pmSide Programmes

The Wealth Management Muse: Building AI-Native Wealth Services Powered by Finogeeks Technology Limited

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About This Session

What if a wealth service could remember a client’s goals, keep working between conversations and return with a clear next step? Personal AI agents bring that possibility closer, alongside new challenges around privacy, professional judgment and accountability. This session explores how brokerage and wealth management firms can accept requests through familiar channels, coordinate work in the background and bring clients back to a controlled app experience for results and adviser collaboration. Attendees will gain a practical view of how lasting personalisation, human oversight and smarter allocation of computing resources can come together to shape AI-native wealth services.

Speaker: Edmond Liang, Chief Product Officer

When
Wednesday 18 November1:00–1:30pm, Singapore time
Where
Side ProgrammesBeyond Borders Pavilion (Hall 6)
Access
Open Open sessionWith a Delegate, Executive, Startup, Policy, Academic, MeetUp or Trade Visitor Pass. The Trade Visitor Pass is complimentary.Compare all passes