OCBC to train wealth advisers using generative AI
Source: The Business Times
Published on: 2026-04-15 06:29
DeeperDive is a beta AI feature. Refer to full articles for the facts. Learn more [SINGAPORE] OCBC has launched a generative artificial-intelligence-powered training programme for its 900 wealth advisers in Singapore, shifting away from a model that relied exclusively on in-person supervision, it announced on Wednesday (Apr 15). The six-month initiative was developed over a year using large language models and proprietary customer data, and deploys GenAI to coach wealth advisers on competencies including investment advisory, client management, product mastery and wealth planning. Before this rollout, wealth advisory training was conducted one-on-one by supervisors. "Wealth advisers can take up to three weeks to secure a training session with their supervisors who typically have to coach up to 10 staff. This is in addition to having other responsibilities, resulting in inconsistent ev...
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