AI Deployment Workshop for Wealth Management Leaders

Co-hosted by Singapore FinTech Association (SFA) and JDI, supported by Keenai and TOTM.AI, 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

Workflow challenge title: The AI-Augmented Advisor - How can AI give every advisor more time and each client more personalised insight, while keeping the advisor's judgement at the heart of every recommendation?

🔸 Track 3 — Scale: Wealth Access & Cross-Border Operations

Workflow challenge title: Scaling Personalised Wealth Advice Across Borders - How can AI help wealth management leaders serve more clients while preserving human judgement and trust?

🔸 Track 4 — Engage: Marketing & Client Acquisition

Workflow challenge title: Content Pipeline for Answer Engine Optimisation (AEO) - How can AI help us produce more answer-ready content while preserving our brand voice and credibility?

🤝 Meet the Speakers & Facilitators

🎙️Speakers

🔸 Ms. Tawishi Singh, Vice President, Executive Committee, SFA | Head of Partnerships & Channels, Keenai

🔸 Dr. 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