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Investment Technology

My Advice to Banks on AI: Symmie Swil of Upvest

My Advice to Banks on AI: Symmie Swil of Upvest

Symmie Swil, UK General Manager at Upvest, shares practical advice for bank executives on AI strategy, infrastructure modernisation, and delivering better customer outcomes.
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My Advice to Banks on AI: Dan Kemp of Portfolio Thinking

My Advice to Banks on AI: Dan Kemp of Portfolio Thinking

Dan Kemp, founder of Portfolio Thinking and former CIO at Morningstar, shares why banks should treat AI as a mirror not an oracle, and how to use it to protect client wealth.
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