AI-Powered Growth for Wealth Managers: Key Insights from Frédéric Sanz Presentation at the Hubbis Digital Wealth Forum - Singapore
On October 9, Frédéric Sanz, Director of FIDUC-IA CORP, shared transformational strategies at the Hubbis Digital Wealth Forum on using AI to drive growth, boost productivity, and deepen client relationships for family offices and trust companies. His message was clear and compelling: AI isn’t merely a futuristic tool; it’s the competitive edge wealth managers need to thrive today.
AI isn’t just the future of wealth management—it’s the competitive edge of today. At the Hubbis Digital Wealth Forum, Frédéric Sanz, Founder and Director of FIDUC-IA CORP, revealed how AI-driven solutions are reshaping wealth management for family offices and trust companies. From smarter decisions to stronger client relationships, AI is the game-changer the industry needs.
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Making AI Work for Wealth Management
With decades of trust industry experience, Frédéric Sanz is now leading FIDUC-IA CORP in revolutionizing wealth management through AI-driven solutions. “AI isn’t just a trend; it’s a game-changer,” Frédéric explained. FIDUC-IA CORP specializes in personalized, data-enhanced strategies that elevate decision-making, streamline operations, and fully activate AI’s potential for client-centric outcomes.
Addressing Concerns, Accelerating Implementation
While AI adoption is high—75% of employees now use tools like ChatGPT daily—Frédéric acknowledged lingering hesitations. Employees are concerned about job security, while leaders worry about ROI and security. His advice? Begin with small, targeted pilot projects, measure initial returns, and scale up gradually. This phased approach lowers risk while maximizing benefits.
Unleashing Tangible Benefits
Frédéric pinpointed three areas where AI is revolutionizing wealth management:
Data-Driven Decisions: AI sharpens insights for more strategic, proactive decision-making.
Operational Efficiency: Tools like Optical Character Recognition (OCR) streamline processes, significantly cutting time and costs.
Enhanced Client Engagement: AI personalizes interactions based on data, strengthening client relationships through tailored communication.
He cited JP Morgan’s success in saving over 360,000 working hours annually by automating document review, a powerful testament to AI’s impact on efficiency.
A Practical Four-Stage Roadmap for AI Success
To guide wealth managers, Frédéric introduced FIDUC-IA CORP’s four-stage roadmap:
Collect and Organize Data: Structure your data for easier access and analysis.
Ensure Accessibility Across Units: Make data available organization-wide for greater synergy.
Pilot AI Tools and Validate Impact: Test AI solutions to confirm value.
Scale Proven Tools for Long-Term Growth: Roll out effective solutions across the organization.
For those interested in diving deeper, watch the full presentation and access related slides here: AI-Powered Growth: Inspiring Success and Innovation.
Fiduc-IA Corp: “Mastering AI, Empowering Wealth”
