OCBC Says Generative AI Training Helped Lift Wealth Advisor Revenue by 50%
Source: Fintech Singapore
Published on: 2026-04-15 05:17
Get the hottest Fintech Singapore News once a month in your Inbox OCBC has launched a generative AI training programme for 900 wealth advisors in Singapore, as the bank looks to standardise coaching and improve advisory skills at scale. The six-month programme covers investment advisory, client management, product knowledge, and wealth planning. Previously, coaching was conducted in person and depended on the availability of supervisors. Advisors could wait up to three weeks for a session, while supervisors often coached as many as 10 staff alongside other responsibilities. This reliance on manual scheduling often led to uneven feedback and inconsistent evaluation standards. The introduction of OCBC generative AI wealth advisors coaching uses large language models and anonymised internal customer insights to generate training scenarios. These include portfolio planning, risk profi...
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