3 events found.
Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
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
Free
AI in Action: High-Speed Workflows with Claude Cowork and Excel
A Claude Cowork and Excel Interactive Virtual Workshop Financial professionals have spent two years hearing about AI. This session is about using AI at the
Free
Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk
In today’s connected ecosystem, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities
