Join our Global Wealth Management webinar on the 15th of February 2024: AI in Wealth Management - Banking blog


We have been talking about AI in wealth management for years. With Gen AI, it is finally happening. Wealth management firms have started to build their AI capabilities and bring use cases to life.

Join industry leaders to discuss:

  • AI use cases in wealth management and how to prioritize them
  • How wealth managers can go about building sustainable AI capabilities
  • How to manage AI risks and controls

Please join us on Thursday, 15th February 2024 at 3pm (CET) for a virtual webinar.

Participants will explore the transformational impact of Gen AI for wealth management firms.

Your host and panelists for this webinar will be:

  • Zar Toolan, Principal, Head of Data and AI, Edward Jones
  • Girish Bangalore, VP, Application Development, Ameriprise Financial
  • Matthias Plattner, Head Channels and Innovation, Julius Baer
  • Gauthier Vincent, Principal, Co-head of Global Wealth Management, Deloitte
  • Manish Motiani, Managing Director, AI in Wealth Management, Deloitte
  • Jordan Baker, Senior Manager, AI Risk and Regulatory Compliance, Deloitte

We look forward to welcoming you to our webinar. Register now.

If you would like to discuss more on the above topics, please do reach out to our key contact below.

Key contact

Jean Francois Lagasse

Jean-François Lagassé - Managing Partner, Financial Services Industry, Switzerland and Global Wealth Management Lead

Jean-François is the Swiss Financial Services Industry Leader and a Partner within Deloitte Switzerland’s Financial Advisory business. He also leads our Global Wealth Management segment and is a member of the Swiss Executive. He has more than 20 years of professional experience in the field and has worked in the United States, Canada and Switzerland. Jean-François has successfully completed numerous M&A advisory and valuation mandates in sectors such as financial services, technology and telecom industries.

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