Compact Webinar: Local AI for Investment Research & Client Communication
August 20, 2025
From Newsletter to Practice: Introducing Our First Compact Webinar
Imagine your client portfolios contain investments outside your analysts’ coverage. Wouldn’t it be great to have an AI Agent covering that part of the portfolio? An AI Agent, running on your company’s local infrastructure.
AI x Wealth Management – Compact Webinar on Thursday, August 28, 2025 | 17:00 CET | 15 Minutes
Topics we will cover:
- AI Agents in modern wealth management
- Expanding your investment research coverage
- Personalized multilingual client communication
- European solutions for Swiss and EU financial institutions
Registration Required – Financial Industry Professionals Only
Fifteen minutes of your Thursday afternoon could reshape how you think about AI implementation. We recommend joining from a desktop with audio enabled. For those delayed by client meetings, the content remains accessible for a limited time after the live session.
Why This New Format?
We are pleased with the positive response and growing interest in our newsletter among financial industry professionals (recent editions covered data protection challenges, European AI alternatives, and China’s rapid AI deployment).
Following our request for feedback, a recurring theme emerged. As one portfolio manager recently told me: “The analysis is valuable, but how do we actually deploy these solutions in our environment?” This led us to develop our “Compact Webinar” format – actionable insights for financial industry decision-makers focused on immediate implementation.
Why This Matters Now
Regulators increasingly require financial institutions to understand and control where their data is processed and AI operations run. Our compact format addresses the specific challenges facing European wealth managers: balancing innovation with data sovereignty, efficiency with compliance.
Thursday, August 28, 2025 | 17:00 CET
Exclusive session for financial industry professionals.
Secure your spot:
Dr. Andreas K. Janoschek specializes in AI applications for Asset & Wealth Management. Based in Geneva, he helps industry professionals navigate the intersection of finance and technology.