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DTSTART;TZID=America/New_York:20260513T120000
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SUMMARY:Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
DESCRIPTION:Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance\, research\, client service\, marketing\, reporting\, and back-office workflows. The session will highlight practical use cases and lessons learned\, while addressing key considerations around privacy\, cybersecurity\, data governance\, recordkeeping\, and audit readiness.
URL:https://cfanorthcarolina.org/event/virtual-agentic-ai-in-asset-management-and-rias-driving-efficiency-while-staying-sec-ready/
CATEGORIES:Virtual,Webinar
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