{"id":130317,"date":"2024-08-07T01:13:02","date_gmt":"2024-08-07T00:13:02","guid":{"rendered":"https:\/\/www.artefact.com\/?post_type=blog&#038;p=130317"},"modified":"2024-10-29T09:02:00","modified_gmt":"2024-10-29T09:02:00","slug":"oddo-bhf-indosuez-wealth-management-at-ai-for-finance-by-artefact-ai-for-private-banking-financial-services","status":"publish","type":"blog","link":"https:\/\/www.artefact.com\/br\/blog\/oddo-bhf-indosuez-wealth-management-at-ai-for-finance-by-artefact-ai-for-private-banking-financial-services\/","title":{"rendered":"ODDO BHF &amp; INDOSUEZ WEALTH MANAGEMENT na AI for Finance by Artefact - AI for Private banking &amp; financial services"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--link_color: var(--awb-color6);--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1 description\" style=\"--awb-text-color:var(--awb-color5);--awb-text-font-family:&quot;PT Serif&quot;;--awb-text-font-style:normal;--awb-text-font-weight:400;\"><p>C\u00fapula de IA para finan\u00e7as por Artefact - 17 de setembro de 2024 - Paris<\/p>\n<p>Principais aprendizados do painel de discuss\u00e3o com Laure Lesage, Chief Data &amp; Digital Officer na ODDO BHF, Lydie Percier, Chief Innovation Officer na Indosuez Wealth Management, e Alexis Baufine-Ducrocq, Partner na Artefact.<\/p>\n<\/div><\/div><\/div><\/div><\/div><article class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--link_color: var(--awb-color6);--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-background-color:var(--awb-color1);--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-justify-content-center fusion-flex-content-wrap\" style=\"max-width:calc( 1440px + 20px );margin-left: calc(-20px \/ 2 );margin-right: calc(-20px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:10px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:10px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:10px;--awb-spacing-left-medium:10px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:10px;--awb-spacing-left-small:10px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-video fusion-youtube\" style=\"--awb-max-width:670px;--awb-max-height:377px;--awb-align-self:center;--awb-width:100%;\"><div class=\"video-shortcode\"><div class=\"fluid-width-video-wrapper\" style=\"padding-top:56.27%;\" ><iframe title=\"Reprodutor de v\u00eddeo do YouTube 1\" src=\"https:\/\/www.youtube.com\/embed\/yce_IOlKrlM?wmode=transparent&autoplay=0\" width=\"670\" height=\"377\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture;\"><\/iframe><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">IA em bancos privados, usos e estrat\u00e9gias atuais<\/h2><\/div><div class=\"fusion-text fusion-text-2\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>O private banking \u00e9 um aspecto profundamente pessoal dos servi\u00e7os financeiros, e ambos os bancos discutiram suas jornadas de IA. Come\u00e7ando com a IA em 2018, um banco lan\u00e7ou um fundo de investimento alimentado por IA e utilizou algoritmos para corretagem direcionada. O outro come\u00e7ou com NLP para resumir reports para gerentes de ativos e agora est\u00e1 testando casos de uso de GenAI, como tradu\u00e7\u00e3o, convers\u00e3o de fala em texto e data consulta.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Casos de uso promissores em bancos privados<\/h2><\/div><div class=\"fusion-text fusion-text-3\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Ambos os bancos exploraram uma variedade de aplicativos de IA. Um dos principais focos \u00e9 capacitar a equipe de front office para agilizar reuni\u00f5es, gerenciar atividades de clientes e fornecer listas de tarefas personalizadas. A IA ajuda os banqueiros a filtrar procedimentos complexos, liberando-os para passar mais tempo com os clientes. No entanto, o desafio est\u00e1 em equilibrar os casos de uso de alto impacto com a viabilidade operacional, garantindo um suporte significativo para a equipe sem complicar demais os fluxos de trabalho di\u00e1rios.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">IA apoiando o gerenciamento de relacionamentos<\/h2><\/div><div class=\"fusion-text fusion-text-4\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>A confian\u00e7a e a personaliza\u00e7\u00e3o s\u00e3o vitais na gest\u00e3o de patrim\u00f4nio. Em vez de substituir as intera\u00e7\u00f5es humanas, a IA serve para aprimorar a capacidade dos banqueiros de dar suporte eficaz aos clientes. Come\u00e7ando com ferramentas internas - como chatbots integrados aos CRMs - os banqueiros recebem insights acion\u00e1veis dos clientes para melhorar a tomada de decis\u00f5es. Ambos os bancos veem a IA como uma ferramenta para aumentar, em vez de substituir, os relacionamentos personalizados com os clientes, cruciais para o private banking.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Equil\u00edbrio entre inova\u00e7\u00e3o e ROI<\/h2><\/div><div class=\"fusion-text fusion-text-5\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Demonstrar o retorno sobre o investimento para projetos de IA \u00e9 complexo, mas ambos os bancos enfatizam a agilidade. A estrat\u00e9gia envolve investimentos r\u00e1pidos e pequenos com valida\u00e7\u00e3o r\u00e1pida, minimizando o risco e criando confian\u00e7a com os patrocinadores. Um banco adotou design sprints para validar conceitos antes de grandes investimentos, e ambos est\u00e3o convencidos de que a IA ter\u00e1 um impacto significativo no setor. No entanto, eles evitam tirar conclus\u00f5es r\u00e1pidas, concentrando-se em ganhos de longo prazo.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Desafios de dimensionamento e desenvolvimento de habilidades<\/h2><\/div><div class=\"fusion-text fusion-text-6\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>A industrializa\u00e7\u00e3o e o dimensionamento das tecnologias de IA continuam sendo um desafio. Os sistemas legados, as pilhas de tecnologia em evolu\u00e7\u00e3o e os novos requisitos de habilidades em an\u00e1lise data e IA apresentam obst\u00e1culos. Ambos os bancos investem na contrata\u00e7\u00e3o de talentos especializados, como engenheiros de data e especialistas em ML, al\u00e9m de aprimorar as habilidades dos funcion\u00e1rios atuais para manter a continuidade. Apesar do apoio da ger\u00eancia, provar que esses investimentos s\u00e3o corretos \u00e9 vital para desbloquear um apoio mais amplo \u00e0s iniciativas orientadas por IA.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:var(--awb-color6);--awb-margin-bottom-small:8px;--awb-font-size:30px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;PT Serif&quot;;font-style:normal;font-weight:700;margin:0;letter-spacing:1.6px;font-size:1em;--fontSize:30;line-height:1.47;\">Garantir a ado\u00e7\u00e3o e a confian\u00e7a do usu\u00e1rio<\/h2><\/div><div class=\"fusion-text fusion-text-7\" style=\"--awb-font-size:20px;--awb-line-height:1.6;--awb-letter-spacing:var(--awb-typography4-letter-spacing);--awb-text-transform:var(--awb-typography4-text-transform);--awb-text-color:var(--awb-color5);--awb-text-font-family:var(--awb-typography4-font-family);--awb-text-font-weight:var(--awb-typography4-font-weight);--awb-text-font-style:var(--awb-typography4-font-style);\"><p>Um banco promove a ado\u00e7\u00e3o criando ambientes sem estresse para que os banc\u00e1rios explorem a IA, come\u00e7ando com casos de uso geral antes de passar para aplica\u00e7\u00f5es mais espec\u00edficas. O objetivo \u00e9 ajudar os banc\u00e1rios a ver o valor que a IA traz para suas vidas profissionais. Para o treinamento, s\u00e3o encenados cen\u00e1rios para mostrar como a IA pode ajudar na aquisi\u00e7\u00e3o de clientes e em outras tarefas. O segundo banco enfatiza o envolvimento da lideran\u00e7a, treinando a alta ger\u00eancia em IA, promovendo as comunidades data e IA e realizando regularmente eventos de conscientiza\u00e7\u00e3o para compartilhar hist\u00f3rias de sucesso e facilitar o aprendizado. Os bancos priorizam diferentes n\u00edveis de treinamento - tanto de base ampla quanto focado em especialistas - para criar confian\u00e7a e ado\u00e7\u00e3o entre os funcion\u00e1rios.<\/p>\n<\/div><\/div><\/div><\/div><\/article><\/p>","protected":false},"excerpt":{"rendered":"<p>Principais aprendizados do painel de discuss\u00e3o com Laure Lesage, Chief Data &amp; Digital Officer na ODDO BHF, Lydie Percier, Chief Innovation Officer na Indosuez Wealth Management, e Alexis Baufine-Ducrocq, Partner na Artefact.<\/p>","protected":false},"featured_media":130318,"parent":0,"template":"","meta":{"_acf_changed":false,"ep_exclude_from_search":false},"blog-category":[21930],"blog-language":[2991],"class_list":["post-130317","blog","type-blog","status-publish","has-post-thumbnail","hentry","blog-category-finance","blog-language-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog\/130317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/types\/blog"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/media\/130318"}],"wp:attachment":[{"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/media?parent=130317"}],"wp:term":[{"taxonomy":"blog-category","embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog-category?post=130317"},{"taxonomy":"blog-language","embeddable":true,"href":"https:\/\/www.artefact.com\/br\/wp-json\/wp\/v2\/blog-language?post=130317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}