Artificial Intelligence in Wealth Management: Transforming client engagement
Date: 8 April 2025, Tuesday
Time: 2pm to 5pm
Venue: Mandarin Oriental, Kuala Lumpur, Malaysia
Meeting room: Topaz meeting room, level 2
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Agenda
Time
Activity
1.30pm
Registration and networking
2pm
Opening remarks
2.10pm
Panel discussion: Challenges and strategies for Malaysia Broker Business in 2025
Bobby Bok
Advisor (Moderator)
Dato' Dr Azman Manaf
Chairman of the Association
of Stockbroking Companies
Malaysia
TK Yap
CFA, Former Chief Transformation Officer CGS-CIMB Securities
Nicole Wu
COO & Head of Compliance of Velocity Trade
2.50pm
Break
3pm
Elevating customer engagement: AI and technology at work
3.15pm
Unlocking broker business: Insights and opportunities