{"id":10087,"date":"2025-03-06T17:21:16","date_gmt":"2025-03-06T09:21:16","guid":{"rendered":"https:\/\/www.pwma.org.hk\/?post_type=events&#038;p=10087"},"modified":"2025-05-22T11:19:41","modified_gmt":"2025-05-22T03:19:41","slug":"practical-training-on-ai-in-the-private-wealth-management-sector-best-practices-techniques-and-emerging-trends","status":"publish","type":"events","link":"https:\/\/www.pwma.org.hk\/tc\/events\/practical-training-on-ai-in-the-private-wealth-management-sector-best-practices-techniques-and-emerging-trends\/","title":{"rendered":"Practical Training on AI in the Private Wealth Management Sector: Best Practices, Techniques, and Emerging Trends"},"content":{"rendered":"\n<p>We hosted our first AI focused training session with help from our friends Microsoft to help attendees Master the Art of Prompting. <a href=\"https:\/\/www.linkedin.com\/in\/ACoAACFpqL8BfOxUMlTGL7IHa9nOBhMwQpzmVV4\"><\/a>Jimin Choi from J.P. Morgan&#8217;s Digital Team set the scene, where <a href=\"https:\/\/www.linkedin.com\/in\/ACoAAA0VFHwBMi1Ie2Lff6ltSexrGZP9t2rkgJ0\"><\/a>Emy Chan, <a href=\"https:\/\/www.linkedin.com\/in\/ACoAAACj2fEB4Mkt9rttd8-RE6yKBp3SJDHAioI\"><\/a>Kaz Horinouchi, and <a href=\"https:\/\/www.linkedin.com\/in\/ACoAAAQcSh8Bzy4ri8XmSk0bCagnp2_Hw2JPQy0\"><\/a>Connie Leung from Microsoft provided our members with practical skills through live demos on how to best utilise Generative AI, including Microsoft Copilot, in their daily work.<br><br>Key Highlights:<br>&#8211; Overview of Generative AI: How GenAI can enhance efficiency in various tasks such as creating client portfolios, summarizing overnight market movements and news, and organizing meeting minutes, as well as using synthetic data.<br>&#8211; Conversational versus Structured Prompting: Discussion around prompt frameworks, tips for writing effective prompts, markdown techniques and practical demonstrations through various case studies.<br>&#8211; Industry Overview: How AI is innovating within the financial services sector and the different industries leveraging AI in their daily operations to enhance client engagement and employee productivity.<br><br>It was a very interactive session where we received overwhelmingly positive feedback from attendees. A heartfelt thank you to our speakers for their invaluable insights, as well as the PWMA Digital &amp; Tech Forum, and our valued member J.P. Morgan for all their help.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2025\/04\/AI-Training-Session-6-March-3.jpg\" alt=\"\" class=\"wp-image-10088\" width=\"620\" height=\"465\"\/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2025\/04\/AI-Training-Session-6-March-1.jpg\" alt=\"\" class=\"wp-image-10090\" width=\"620\" height=\"465\"\/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2025\/04\/AI-Training-Session-6-March-7.jpg\" alt=\"\" class=\"wp-image-10092\" width=\"621\" height=\"466\"\/><\/figure><\/div>","protected":false},"featured_media":0,"template":"","acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events\/10087"}],"collection":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events"}],"about":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/types\/events"}],"wp:attachment":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/media?parent=10087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}