GenAI in Finance, Banking, and Investment

From credit scoring to wealth management: how GenAI is reshaping financial decisions.

GenAI is transforming the full spectrum of finance — from risk, credit, and fraud detection to investment, asset, and wealth management. We open the dialogue on how the industry can innovate responsibly, balancing intelligence with transparency and accountability.

Related panels

Building Trust in Agentic AI for Financial Decisions

We are discussing how financial institutions can ensure transparency as AI agents take over critical decision-making in both retail and institutional contexts.

  • How can banks ensure explainability in automated risk and credit scoring?

  • What oversight is needed when AI is applied to fraud detection or client suitability checks?

  • In wealth and asset management, how do firms maintain client trust when portfolios are optimized by algorithms?

From Transactions to Intelligence – Building the Next-Gen Financial Ecosystem

We explore how GenAI is moving finance beyond transactions into adaptive systems that support retail banking, capital markets, and wealth management.

  • How can GenAI move beyond basic robo-advisory to deliver personalized wealth strategies at scale?

  • Can AI-driven portfolio optimization balance fast-moving market signals with long-term goals?

  • How do firms integrate GenAI into investment and asset management while staying compliant with fiduciary duties and frameworks like MiFID II?

Our agenda is a living framework.
 The themes and panels you see here are starting points, not final stops. We invite our partners to co-create the conversations that will shape the Summit — and encourage you to stay tuned for the finalized agenda.

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