HOST
Singapore
LOCATION
10
ATTENDEES
Finance
INDUSTRY
SINGAPORE, 21 November 2024 — Salesforce and The Ortus Club partnered to host an exclusive Finance Leaders’ Roundtable to uncover the transformative role of AI and intelligent agents in the reshaping of the financial services sector. The close-knit entourage brought together a select group of finance executives for an evening of insightful dialogue, fine dining, and shared learning.
THE SETTING
An Evening of Flavour and Insight
The event unfolded at Bistecca Tuscan Steakhouse, where good food and an important conversation merged. The restaurant’s warm lighting and wooden finishes, and private dining setting promoted a lovely and relaxing setting for open discussions and collaborations. The evening began with a wine and cheese tasting experience led by Ian Ng, Founder of Simplicity Wine, who showcased exquisite pairings for guests to open up to their peer group.
Interested to find out how the event was shaped and the work that went behind it?
THE GUESTLIST
A Gathering of Singapore’s Top Financial Minds
The roundtable had ten influential finance leaders from Singapore’s most illustrious financial institutions. The participants were senior executives from J.P. Morgan, Citigroup, HSBC, Mizuho Bank and the DBS Bank. The meeting contained executive directors, managing directors and department heads concerned with data transformation, client onboarding and sales strategy. The joint experience and diverse views flourished in a brisk and light discussion of the subject of how modern finance leadership is used today in artificial intelligence facilities.
THE DETAILS
Creating Memorable Experiences Through Collaboration
The Ortus Club, together with Salesforce, presented a fabulous evening full of style and meaningful discussion. Guests enjoyed excellent service, thoughtful branding of the event, and a well-planned agenda, creating opportunities for engrossing discussion. From smooth registration to final talks at dinner, every detail reflected a partnership between the two brands, dedicated to creating valuable executive experiences built on insight, connection and hospitality.
THE TOPIC
Smarter Strategies With AI
Theme: Next Frontier: How AI and Agents Reimagine Customer Engagement and Drive Growth in Financial Services
In Australia 2024, the financial sector in Singapore leads the way with digital transformation in the region. More than 75% of the financial institutions in the country have adopted AI technology, resulting in nearly $2.4 billion of additional revenue. The talk involved how financial leaders can focus on the algorithm of the AI and the importance of automation to assist them in achieving greater growth strategies, a complete view of their customer engagement, but also the right way to adapt technology changes into their modus operandi going forward, safely and efficiently.
THE INSIGHTS
Ethical and Transparent Use of AI
During the dialogue, those involved eloquently expressed how they utilise AI and automation, as well as intelligent agents which are available to them to deliver efficiency and customer engagement benefits. They considered the impact of ethical artificial intelligence, clarity in data transparency and cross-departmental collaboration for long-term, sustainable, responsible growth.
Everyone agreed that real value is delivered by artificial intelligence, resulting not just in better use of time through automation but also in enhanced decision making, faster responses and enhanced efficiency for existing personnel.
KEY TAKEAWAYS
1. AI Personalisation is Transforming Customer Engagement.
By using artificial intelligence to evaluate a huge number of customer data points, financial institutions can create a service that is more personal and subsequently increase customer satisfaction, trust and loyalty.
2. Intelligent automation leads to efficiency and a reduction in costs.
AI-based systems can manage repetitive processes, allowing for quicker and more accurate workflow and virtually 24/7 customer service.
3. Responsible AI is foundational for all companies.
There is universal agreement by leaders that transparency, fair play and data protection practices are essential if they are to be considered responsible in the use of AI.
4. Training of the People is necessary for successful long-term efforts.
They probably have been changing the training courses, but must continue to develop with the systems used so that the people learn new ways to adapt to changing circumstances and provide for CX innovation.
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