AI, Technology & the Future of Investment Banking & Capital Markets

Introduction

Artificial intelligence is moving rapidly from an experimental technology to a fundamental driver of change across investment banking and capital markets. This practical, commercially focused session examines how AI and related technologies are reshaping capital markets activities, from research, origination and structuring through to execution, risk management and client engagement.

Drawing on real-world capital markets experience, you will gain a clearer understanding of where AI can augment human expertise, where it can fundamentally change existing business models and what senior management needs to consider when developing an effective AI strategy.

What You Will Learn

This live and interactive course will cover:

• What AI-enabled investment banking will look like and how firms can prepare now for changes in competitive dynamics, client expectations and sources of revenue
• Assess the opportunities across the capital-markets value chain, including research, origination, structuring, execution, sales, trading, risk management, as well as overall client relationship management
• Explore how the banker of the future will develop expertise, as AI increasingly performs traditional analytical tasks and experienced professionals move towards higher-value judgement, interpretation and client advisory roles
• Dig deeper into the productivity implications of AI, from the early wins to the long-term value implications, including in obscure areas
• Understand the critical role of data in positioning firms for AI readiness. From consolidation of key data reservoirs to releasing revenues from fragmented systems, the winners will have done the groundwork in data management
• Examine key strategic considerations for senior management, including talent, organisational design, technology investment, data quality, governance and the changing skills required within capital-markets businesses
• Develop a framework for identifying and prioritising AI opportunities, enabling delegates to move beyond experimentation towards a coherent commercial AI strategy

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.