Publications

Artificial intelligence (AI) is already helping wealth teams draft, search and analyse information. Turning those capabilities into dependable improvements across a bank is harder. Client records sit in different systems, onboarding passes through several teams, and a faster answer still needs a clear source and an accountable reviewer. Know your customer (KYC) work brings those pressures together, making it a useful test of whether AI can improve the business process around an adviser as well as the adviser’s own workload. That was the setting for a Hubbis webinar with Finalix on practical AI in banking. The accompanying presentation deck maps the conversation from front-office pain points and use-case selection through KYC, data integration, human oversight and the move into production. Ronnie Chan and Andrew Rufener opened with Finalix’s preliminary adviser-productivity research and an incremental approach to AI-enabled client lifecycle management. Michael Stanhope then moderated a Q&A with wealth practitioners from banks and a multi-family office. Their experiences gave the research a practical counterpoint: the same KYC challenge looks different when viewed from a large institution, a smaller office or the client facing repeated requests for information.

Hubbis interviewed Finalix’s Ronnie Chan and Andrew Rufener on how banks can tackle front-office friction, from onboarding and KYC challenges to using AI for practical, scalable transformation.