AI Deployment Workshop for Wealth Management Leaders
Co-hosted by Singapore FinTech Association (SFA) and JDI, supported by Keenai and TOTM Technologies, in collaboration with NVIDIA AI Technology Centre, “AI Deployment Workshop for Wealth Management Leaders” is a closed-door working session for wealth management leaders who are past the pilot stage and need a decision.
This executive workshop brings together wealth management and private banking leaders for a practical, hands-on session focused on turning AI opportunities into actionable deployment plans.
Through facilitated exercises, real-world perspectives, and peer discussion, participants will assess AI use cases across ROI, Data, Governance, and Skills, identify the gaps that could hold deployment back, and define the next steps toward implementation.
Date: 2 November 2026 (Monday)
Time: 10:00 AM – 12:30 PM (GMT+8)
Location: 80 Robinson Road #08-01, Singapore
☕️ Breakfast is provided to fuel your conversations!
🌟 Event Highlights
🎯 Work on Your Own Use Case: You'll redesign it on paper with facilitators from JDI, NVIDIA, SFA, Lighthouse Canton, and TOTM in the room.
🧪 Access Your AI Readiness & ROI: Assess your use case across four dimensions and see the gaps before a budget conversation, not after.
🗣️ Solve The AI Challenge Tracks: Work on the problem you actually have and redesign the workflow.
🤝 Connect Across the Ecosystem: Peer discussion and group shareback to compare different approaches and create future collaborations.
🎯 Choose Your Challenge Track
Different firms will have different priorities. Pick one track closest to you to work on during the session:
🔸 Track 1 — Onboard: Client Onboarding & KYC
Automating identity verification, document processing, risk profiling and compliance checks — cutting onboarding time without loosening regulatory standards.
🔸 Track 2 — Advise: Advisor Productivity & Personalisation
Automated research, portfolio insights and personalised recommendations that give RMs back their hours and give clients a better experience.
🔸 Track 3 — Scale: Wealth Access & Cross-Border Operations
Serving new client segments and managing cross-border complexity without losing the human element of advice.
🔸 Track 4 — Engage: Marketing & Client Acquisition
Faster content production, personalised campaigns and lead generation that reach and convert the right clients — while staying inside financial promotion and compliance guidelines.
🤝 Meet the Speakers & Facilitators
🎙️Speakers
🔸 Ms. Tawishi Singh, Vice President, Executive Committee, SFA | Head of Partnerships & Channels, Keenai
🔸 Mr. Timothy Liu, Solutions Architect, NVIDIA AI Technology Centre, NVIDIA
🎙️ Facilitators
🔸 Mr. Kok Chung, COO and Co-Founder of TOTM.AI (part of the SGX company)
🔸 Dr. Annabelle Lin, Co-Founder & CRO, Nextvestment
🔸 Mr. Shawn Lee, COO at Kaliber, Lead Builder at Blueprint by Kaliber
🔸 Ms. Kelly Nguyen, Product Owner, Aladdin Wealth at Bank of Singapore
👥 Who Should Attend
This is a working session for people who own a workflow, a budget, or a transformation mandate:
🔸 Wealth Leadership: Heads of Wealth, Private Banking, Advisory; Market Heads
🔸 Advisory & Client-Facing: Relationship Managers, Team Heads, Heads of Client Experience
🔸 Transformation & Technology: Digital, Innovation, Strategy, CIO CTO, Head of AI Data
🔸 Operations & Risk: COO, Head of Operations, Compliance and KYC leads
🔸 Marketing & Growth: Heads of Marketing, Client Acquisition, Brand
🔸 Ecosystem: WealthTech founders and solution partners
💡 Why Attend This Event?
By the end of the session, you'll have:
✓ A scored assessment of your selected AI use case across ROI, Data, Governance, and Skills
✓ A clear view of your strengths and gaps and what may be holding the opportunity back
✓ A recommendation on what to do next: proceed, redesign, or hold
✓ Practical next steps based on your organisation's readiness, from adopting existing solutions and running deeper use-case workshops to upskilling teams or establishing AI governance frameworks
🤝 About the Organisers & Partners
JDI Group
JDI is a Venture Catalyst driving forward the future of innovation. Since 2016, we’ve jump-started the exponential growth of innovative companies – from FinTech, F&B, e-commerce to education.
We empower them with strategic knowledge and resources to build and scale their disruptive innovations from Asia to the world.
Singapore FinTech Association (SFA)
SFA is a cross-industry, non-profit initiative intended to be a platform designed to facilitate collaboration between all market participants and stakeholders in the FinTech ecosystem.
Their goal is to promote engagement in the FinTech ecosystem through events, membership programs, and knowledge sharing.
Keenai
Keenai Global is an AI-native wealthtech company building wealth management infrastructure from the ground up. Tech-led. Human-empowered.
Their technology equips investment consultants to deliver better outcomes for clients, faster and with more precision.
TOTM.AI
TOTM.AI is the agentic workflow platform built on trust. It makes governance the foundation for scale, so every AI action reflects the company's own policies and organisations can adopt AI with confidence.
TOTM.AI is backed by TOTM Technologies (SGX: 42F), a frontier technology company building the trusted layer for Southeast Asia's growing digital economy.
📩 For Enquiries
👉 For partnership opportunities or event information, contact us at: marketing@jdi.group
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