Skip links

Back to All News

Finalix partners with Singapore Management University Academy to offer new financial industry courses

Discover Finalix’s new collaboration with SMU Academy, offering subsidized courses in AML, wealth management, and sustainability.

At Finalix, we believe in encouraging individuals to make a conscious effort to continuously upskill and reskill in this rapidly evolving environment. While it is essential for individuals to have the desire to learn, it is equally important for companies to provide ample opportunities for growth. To that end, we are excited to announce our new collaboration with Singapore Management University (SMU) Academy.

We are introducing three new courses, curated and delivered by our subject matter experts. These in-person classroom trainings are supported by the Singapore government through SkillsFuture subsidies, making them more accessible and affordable to Singaporeans dedicated to their professional growth.

This course examines the rapidly growing External Asset Managers (EAM) and Family Offices (FO) industry in Asia, particularly in Singapore, a major hub attracting global and local players. Participants will explore the market landscape, opportunities, and challenges, and learn how banks, financial institutions, technology providers, and innovation leaders can thrive in this competitive market.

Upcoming Course Dates: 14 to 15 July 2025

For more information on course fees and registration, visit: https://academy.smu.edu.sg/courses/navigating-wealth-management

This course explores global threats posed by money laundering, examining AML regulations, legal frameworks, and financial institutions’ obligations. Participants will identify high-risk areas, recognize red flags, and apply a risk-based approach through case studies, covering effective AML program components and current AML trends.

Upcoming Course Dates: 28 to 29 July 2025

For more information on course fees and registration, visit: https://academy.smu.edu.sg/courses/mastering-anti-money-laundering-compliance

This course examines Asia’s evolving sustainability regulations and lessons from Europe’s leadership in this field. Participants will gain essential skills to navigate these regulations and create a client-centric sustainability investment journey.

Upcoming Course Dates: 16 July 2025

For more information, visit: https://academy.smu.edu.sg/courses/creating-client-centric-sustainability-investment-journey

Don’t miss out on these incredible opportunities to advance your career and stay ahead in your field. Register now and secure your spot!

No information is available for this post.


You may also be interested in

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.
On September 2, 2026, Finalix hosted its Summer Apéro at Braschler‘s Bar in Frau Gerold’s Garten in Zurich.
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.

Drop Your CV

Interested in joining our team? Upload your CV and tell us a little about yourself. We’ll review your application and get back to you shortly.

Career Form

"*" indicates required fields

Where would you like to apply?*
Max. file size: 200 MB.
This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.