Webinar: Intelligence in the Flow of Work: Enhancing Research, Reporting, and Client Conversations

🌟 HKIFA Webinar Recap: Intelligence in the Flow of Work 🌟

HKIFA recently hosted a webinar titled “Intelligence in the Flow of Work: Enhancing Research, Reporting, and Client Conversations”, exploring how AI is being applied to enhance investment workflows.

The panel featured Connie Leung from Microsoft; Roger Tam from Systemweb Technologies; Nick Cheung and Michael Kan from Morningstar, and was moderated by Imogene Wong from HKIFA.

Speakers shared practical use cases of AI across research, reporting, portfolio review, and client engagement, alongside key considerations on data reliability, governance, and integration with existing systems. 💡⚙️

Two short demonstrations highlighted how AI can support day-to-day investment workflows in practice.

As AI continues to evolve rapidly across the industry, stay tuned for more HKIFA webinars on emerging developments and applications. 🚀

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