CFTE Masterclass – AI in Finance: Private Banking

Thursday 16th of July  |  12:00pm UK

We are thrilled to announce our new CFTE Masterclass: "AI in Finance: Private Banking".

There is an overwhelming amount of courses and information online on the subject of AI in Finance. It can be difficult to assess which course will be the best fit for you, and what sources are trustworthy. For this reason, CFTE has curated a Masterclass, granting you the opportunity to experience a preview of a CFTE course, in just 1 hour.

This Masterclass on the subject of AI in Finance, will equip you with a competitive understanding of AI in the industry and highlight how you seize the opportunities that this new technology brings within Private Banking. After the session, you will not only have a better understanding of AI applications in this sector, but you will also familiarize yourself with the calibre of CFTE courses. 

What will you learn about in this Masterclass?

Masterclass Outline:

  1. What is AI?
  2. How to install a culture of AI
  3. Applications of AI in Wealth
  4. Tools, tech and process
  5. Future Readiness

After the course content is delivered, you will get the chance to ask your questions LIVE, during a 20mins Q&A. 

You will be learning from the Head of Global Investment Lab and the Chief Innovation Officer at Citi Private Bank, Philip Watson. As a seasoned professional in this sector, and a current Senior Lecturer for CFTE’s “AI in Finance Specialisation”, Phillip will leverage his expertise and teaching experience to share insights on the application and technologies behind the use of AI in private banking. 

At Citi, Philip and his team recently won the PWN Wealth Tech Awards 2020, making Citi the best Private Bank for Big Data Analytics and Artificial Intelligence, and Philip an excellent candidate to run this session. In his Masterclass, he will be sharing the secrets of this journey and how he managed to transform Private Banking at Citi by successfully implementing Artificial Intelligence.


Register Now


AGENDA (UK Time): 
11:45 - 12:00  Registration and Arrival 
12:00 - 12:40  Keynote “AI in Finance: Private Banking" by Philip Watson (Head of Global Investment Lab and CIO for Citi Private Bank)
12:40 - 13:00  Open Discussion and Q&A

About Philip Watson:

Philip Watson is an experienced private bank and innovation expert at Citi Group, but also a senior Lecturer of CFTE’s AI in Finance Specialisation. Philip brings his expertise to our course and teaches everything on the AI revolution that is happening in finance. This course is also curated by industry experts such as Stephan Murer, Ex-CTO of UBS, Dr. Ayesha Khanna CEO of ADDO AI, or Jon-Tzen Ng, Chief Strategy & Innovation Officer at Pig Ann Technology. This specialisation gives a global outlook of AI applications and concepts for financial professionals to remain competitive in the new era of finance. You can find more info here:  


Interested in learning more? Join us for our upcoming Masterclass on "The 6 Building Blocks of Open Banking" with Jitendra Tekchandani, Executive Director and Head of Open Banking at DBS Bank. Find all the details HERE


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CFTE: In a tech world, we bet on people |


Jul 16 2020


12:00 pm - 1:30 pm