Join the AI in Finance Revolution

Artificial Intelligence is now a reality in finance. But exactly what is AI? What are its applications in finance? How shall professionals prepare for an AI world?  AI in Finance is a structured course that will help finance professionals and technologists acquire the right foundations to be part of the AI revolution.


Course 4: Applications of AI in Finance: Use cases from the industry is designed to provide you with a cohesive overview of the applications of AI in finance.

Learn how AI is being applied in the two key areas of wealth and asset management and insurance. Discover how AI is disrupting key functions of the finance value chain, including: Customer service, automation, credit scoring and fraud detection.

This course is the final course in the Artificial Intelligence in Finance Specialisation.

The Artificial Intelligence in Finance Specialisation brings together leading industry experts to create four short courses that cover all facets of AI use in finance. With a global view from East to West, you will develop a solid understanding of the growth of AI, and its future trajectory across the globe.

Jon-Tzen Ng

Learn from an experienced practitioner

Jon Ng is the General Manager, Technology & Innovation at the New World Group. Prior to this role, Jon was the Chief Strategy & Innovation Officer at Ping An Technology where he focused on the corporate strategy, TechFin incubation and open innovation. He is also responsible for the strategy consulting practice and the Experience Design Centre, and supports the Group’s technology innovation and R&D agenda. Previously, Jon was Executive Director and Head of Digital & Innovation at Standard Chartered Bank where he led the FinTech strategic development and engagement with the ecosystem of startups and partners. He was instrumental to the setup and launch of the first home-grown FinTech accelerator in Hong Kong, and a member of the Advisory Board for the SuperCharger Fintech accelerator programme.

Jon Ng

Dr. Winnie Cheng

Learn from an experienced practitioner

Dr. Winnie Cheng currently serves as the Director of the AI Lab at PwC, prior to this, Winnie was the Chief Data Scientist at Io-Tahoe, a pioneer in machine learning-driven smart data discovery to help enterprises govern their data. She received the editor’s choice “Women in IT” award by Information Age this year. Dr. Cheng is senior advisor to data-driven venture platforms, Hatcher and Fundnel, that are disrupting venture investing with advanced technologies. Prior to Io-Tahoe, she co-founded Flowcast, helping global banks leverage AI and ML to enhance their credit models and automate operational processes. Dr. Cheng has also held Chief and Senior Data Scientist positions at Bankrate, J.P. Morgan, American Express, and IBM, as well as senior engineering roles at Microsoft and Hewlett-Packard. She holds a PhD from Massachusetts Institute of Technology (MIT) in Computer Science and Artificial Intelligence, and a Masters in Science (MS) from Stanford University in Engineering.

Winnie Cheng

Global Contributing Experts

Learning Outcomes:

  • Learn how AI is providing value in the two sectors of wealth and asset management and insurance

  • Learn how AI is changing the four functions of customer services, robotic process automation, credit scoring and compliance and fraud detection

  • Develop a deep understanding of the opportunities and challenges that are presented when considering AI applications in finance

  • Develop knowledge about how industry leaders are developing and applying AI technologies in key verticals and functions of the financial services industry

  • Learn about the process of AI implementation from a range of organisations and industry leaders

Course Information

Course curriculum

  • 01

    Course 4 of the Artificial Intelligence in Finance Specialisation

    • Welcome to Applications of AI in Finance: Use Cases from the Industry

    • Welcome from the Programme Directors

    • Welcome from the Senior Lecturer

    • Course Handbook | Introduction & Overview

    • Course Handbook | Glossary

    • Interact with CFTE & AI Learners

    • Join Our Community at CFTE!

    • Preliminary Survey - Getting Started
  • 02

    Module 1: Wealth and Asset Management

    • ━━ SENIOR LECTURER ━━

    • 1. AI in Wealth & Asset Management

    • 2. The Benefits of AI in Wealth & Asset Management

    • 3. Market Research & Data Analytics

    • 4. Investment Strategy & Trading

    • 5. Robo-advisors

    • 6. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • QUIZ

    • Course Handbook | Module 1
  • 03

    Module 2: Insurance

    • ━━ SENIOR LECTURER ━━

    • 1. Insurance Fundamentals

    • 2. The Insurance Value Chain

    • 3. Product Development & Behavioural Pricing

    • 4. Customer Experience & Personalisation

    • 5. Claims Management & Fraud Detection

    • 6. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • QUIZ

    • Course Handbook | Module 2
  • 04

    Module 3: Customer Services

    • ━━ SENIOR LECTURER ━━

    • 1. Customer Service Fundamentals

    • 2. Benefits of AI in Customer Services

    • 3. Examples of AI in Customer Services

    • 4. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • QUIZ

    • Course Handbook | Module 3
  • 05

    Module 4: Robotic Process Automation

    • ━━ SENIOR LECTURER ━━

    • 1. RPA Fundamentals

    • 2. Use Cases of RPA

    • 3. RPA Evolution & Limitations

    • 4. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • QUIZ

    • Course Handbook | Module 4
  • 06

    Module 5: Credit Scoring

    • ━━ SENIOR LECTURER ━━

    • 1. Credit Scoring Fundamentals

    • 2. Alternative Credit Scoring

    • 3. Opportunities & Challenges

    • 4. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • Course Handbook | Module 5

    • QUIZ
  • 07

    Module 6: Compliance and Fraud Detection

    • ━━ SENIOR LECTURER ━━

    • 1. Compliance Fundamentals

    • 2. Understanding Compliance

    • 3. Designing & Implementing Processes

    • 4. Compliance Reporting

    • 5. Summary

    • ━━ INDUSTRY EXPERT ━━

    • ━━ MODULE READINGS ━━

    • QUIZ

    • Course Handbook | Module 6
  • 08

    Congratulations!

    • Congratulations!

    • What's Next?

    • Post-survey

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