How Wealth Managers Can Use AI Today | 2-Hour CPT Workshop
AI is already changing how wealth-management teams research, prepare, communicate and operate—but knowing where it can be used safely and effectively is more difficult than trying another generic AI tool.
Join Nick Wong and the Turoid team for a practical, in-person workshop on how wealth managers can use AI in their work today. Through real-world examples and live demonstrations, we will explore useful workflows while keeping professional judgement, human approval and data controls firmly in place.
What you’ll learn
Where AI can create immediate value across client preparation, research, drafting, documentation and internal workflows
How to distinguish a useful AI workflow from a standalone experiment
How to use AI while maintaining human oversight, confidentiality and traceability
Common implementation risks—and practical ways to manage them
How to identify one valuable workflow that your team can take forward
Workshop agenda
5:00–5:15pm — Where AI fits in wealth management today
5:15–5:50pm — Live demonstrations of practical AI workflows
5:50–6:20pm — Data, risk, governance and human approval
6:20–6:45pm — Interactive workflow-design exercise
6:45–7:00pm — Q&A and practical next steps
Who should attend
Relationship managers, wealth advisers, investment professionals, operations teams, compliance professionals, product leaders and managers responsible for AI adoption. No technical or programming experience is required. Please bring a laptop if you would like to participate in the practical exercise.
About the facilitators
The session will be led by Nick Wong and the Turoid team. Turoid is an AI enablement and implementation partner for financial and investment firms. We work alongside clients to turn high-friction operating work into implemented AI workflows within their existing environment—while preserving human judgement, approval and an auditable trail.
CPT information
This is a two-hour, instructor-led and interactive workshop designed for wealth and investment professionals. The programme covers practical applications of fintech and information technology, together with relevant risk, governance and human-oversight considerations.
Participants who attend the complete workshop will receive a certificate of attendance confirming the programme title, date and duration.
Under the SFC’s Guidelines on Continuous Professional Training, CPT activities do not have to be delivered by an SFC-approved provider. Whether this workshop may be counted toward an individual’s CPT requirements depends on its relevance to the participant’s licensed functions and the assessment of the participant and their sponsoring firm. This workshop is not endorsed by the SFC.