Why Asset and Wealth Management Firms Need an AI-first Approach

WEBINAR ON DEMAND
Duration: 1 hour


The world of asset and wealth management continues to change, with AI becoming a key technological strategy for the most forward-looking firms. For those struggling with accounting and finance processes, AI can deliver efficiencies and insights that improve and enhance back-office processing.

In this session, SAP and external experts will discuss how AI can help automate accounting tasks, simplify month-end processing, and deliver real-time insights and reporting to accounting teams with asset and wealth management firms. Tune in now to learn:

  • How an AI-first approach can simplify and support complex tasks such as close processing and large data feed integrations from subsystems
  • The positive gains and results experienced by organizations that have leveraged AI to transform their systems
  • How SAP solutions and expertise have helped asset and wealth management firms solve their most pressing challenges

SPEAKERS

Erin Holloway
Industry Executive Advisor, Asset & Wealth Management
SAP
 


Stuart Grant
Head of Capital Markets
SAP
 


Zar Toolan
Principal, Wealth Platforms, Data & AI
Edward Jones
 

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