Why should you learn about AI in financial services?


Artificial Intelligence (AI) is becoming an increasingly important part of the finance industry due to its ability to mimic the functions of the human mind. Technologies like Machine Learning, Deep Learning, Natural Language Processing, Recommendation engines, Chatbots and more are now an integral part of every financial institution from banks and wealth management firms to credit scoring companies. Hence, CFTE has designed this Masterclass to give you a sound understanding of how AI is transforming financial services and how you can prepare for this transformation!


AI is taking over Financial Services

Global Industry Experts and Programme Directors

Learn from

Huy Nguyen Trieu is the Co-Founder of the CFTE - Centre for Finance, Technology and Entrepreneurship. He is also the CEO of The Disruptive Group – a business builder and advisory firm in innovation and finance. Prior to setting up CFTE, Huy was a Managing Director at Citi, and previously at Royal Bank of Scotland and Société Générale. Before banking, he was the CEO of Ukibi, a VC-funded startup in the US. He is a frequent keynote speaker in Europe and Asia, likes to teach and share with students and entrepreneurs, and is regularly quoted in articles on innovation and finance. He writes the blog Disruptive Finance, is a Fintech Fellow at the Centre for Global Finance and Technology at Imperial College, an Entrepreneurship Expert at Oxford Said Entrepreneurship Centre. He is also a member of ESMA’s Consultative Working Group for financial innovation and a founding member of the Asian SuperCharger, one of the largest Fintech accelerators in Asia. Huy is a graduate from MIT (US), École Polytechnique (France) and Ecole des Ponts et Chaussees (France). He is married and a happy father of 3 daughters.

Huy Nguyen Trieu

Co-Founder of CFTE

Global Industry Experts and Programme Directors

Learn from

As a Senior Executive with 22 years of international experience, Jean-Philippe is a transformational leader in Banking and Financial Market. He has a successful track record of driving business reinvention leveraging Digital, Artificial Intelligence (AI), Advanced Analytics, Blockchain, Internet of Things (IoT) and Cloud capabilities. He is now the IBM Global AI & Data Leader for Banking and Financial Market (Retail banking, Financial Market & Insurance). He is responsible to position IBM as the trusted transformation partner in client's cognitive journey helping them to shape it, scale up AI & Data everywhere and get user adoption.

Jean-Philippe Desbiolles

Global Vice President for Cognitive, AI and Data, Financial Services IBM

Global Industry Experts and Programme Directors

Learn from

Johnson has been a Data Scientist with experience spanning across the finance, consulting and government sectors for the past decade. His present and past professional appointments include being Executive Director & Head Enterprise Artificial Intelligence for UOB Group, Head Data Science/Practice Lead at DBS Bank, Chief Data Scientist, ASEAN at Booz Allen Hamilton as well as Principal Data Scientist at Ministry of Defence, Singapore respectively. Johnson also serves as an Adjunct Faculty at Singapore Management University (SMU) where his focus areas include applied machine learning as well as big data tools and techniques.

Johnson Poh

Executive Director and Head Enterprise Artificial Intelligence UOB Group

After this masterclass, you will be able to:

  • Understand the role of AI in globally transforming the financial services industry

  • Identify the various types of AI technologies and the key drivers of such transformation

  • Describe the AI roadmap for financial services and talk confidently about AI use cases in finance

Course curriculum

  • 01

    Welcome to the Masterclass on AI in Finance

    • Introduction by Huy Nguyen Trieu, Co-Founder, CFTE

    • Preliminary Survey - Getting Started

  • 02

    Artificial Intelligence - Power to Transform Finance

    • AI Essentials

    • Key highlights from Johnson Poh

    • The role of Human in AI Models

    • Key highlights from Jean-Philippe Desbiolles

  • 03

    Masterclass Conclusion

    • Course Feedback

    • Concluding Remarks from Huy!

  • 04

    What's Next?

    • Learn About Generative AI in Financial Services

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