Program Modules
- 1Masterclass 1 (KNOW): The 2026 Shift. From Digital Tools to Digital Teammates
- 2Masterclass 2 (DECIDE): Where Autonomy Meets Human Judgment
- 3Masterclass 3 (ACT): From Leadership Vision to Departmental Execution
Program Overview
The competitive frontier in financial services has moved from generative content to agentic execution. Leading institutions are no longer asking whether to deploy AI. They are deploying autonomous systems that plan, reason, and execute entire workflows while competitors debate pilot programs.
This three-part masterclass series follows the Know-Decide-Act arc, moving senior leaders through a deliberate progression: from understanding the agentic landscape and its hard financial proof points (KNOW), to making strategic deployment decisions that balance autonomy with governance (DECIDE), to building concrete 90-day action plans that create new revenue, new roles, and measurable competitive advantage (ACT).
Key Outcomes
- Distinguish between assistive GenAI and autonomous Multi-Agent Systems with financial services examples
- Articulate concrete financial metrics: 2.3x ROI, 5.4% EBITDA lift, 30-40% AUM growth potential
- Navigate the Learning-Authority Dilemma, defining where machine reasoning enhances versus overrides human authority
- Distinguish between strategic AI investment and agent-washing
- Build a prioritization matrix sequencing quick wins against long-term strategic bets
- Construct a 90-day action plan with milestones, owners, revenue KPIs, and workforce transformation strategy
- Present your plan to a peer panel for live stress-testing
Who Should Attend
This program is designed for senior managers and above across all departments in financial services: asset management, wealth management, compliance, operations, HR, and technology. The content addresses multi-jurisdiction operations across Asia, Europe, and Middle East, with governance frameworks appropriate for the most demanding regulatory environments.
Frequently Asked Questions
What is the Know-Decide-Act arc and how does it structure this program?
The Know-Decide-Act arc is a strategic framework designed for high-stakes decision-making. Masterclass 1 (KNOW) builds foundational intelligence: what agentic AI is, the hard financial data proving its impact, and an honest assessment of current maturity. Masterclass 2 (DECIDE) applies strategic filters: where to deploy agents, where to hold back, and how to navigate the tension between machine autonomy and human authority. Masterclass 3 (ACT) converts decisions into 90-day action plans with defined KPIs, workforce strategies, and peer-tested roadmaps.
What financial metrics does this program cover?
The program grounds AI strategy in concrete financial data: 2.3x ROI on AI investments within 13 months, 5.4% EBITDA lift from agentic deployment, 30-40% AUM growth potential, $170 billion in banking profits at risk for slow movers, 60% faster hiring cycles, 50% reduction in advisor preparation time, and 15-20% lower Days Sales Outstanding. These metrics shift the conversation from 'hours saved' to 'revenue captured.'
How does this program address the EU AI Act and Asia-Pacific regulatory requirements?
Masterclass 2 provides governance awareness that every financial services leader needs: EU AI Act high-risk classification criteria, mandatory Human-in-the-Loop requirements, penalties up to 35 million EUR or 7% of global turnover, Asia-Pacific frameworks including AI Singapore and MAS circulars, and multi-jurisdiction complexity for organizations operating across regions. Leaders learn to treat compliance as a competitive trust moat rather than a constraint.
Interested in This Program?
Contact us to discuss how this program can be customized for your organization.