Boosting Productivity and Driving Excellence with Generative AI - Practical Applications for Bankers - Multi-Disciplines

Generative AI (GenAI) is transforming the way banks operate – from enhancing customer engagement to automating research, streamlining operations and powering investment insights.

This programme equips participants with a practical understanding of GenAI’s applications in investment banking and how to strategically leverage it for peak performance.

Through real-world use cases and exercises, participants will explore how to apply GenAI across front, middle, and back-office functions to unlock productivity, strengthen client relationships, improve decision-making and drive competitive advantage.

Programme Outline

Learning Objectives

By the end of the programme, participants will be able to:

Understand the fundamentals of Generative AI and its relevance to investment banking
Identify opportunities to apply GenAI in research, trading, client servicing, compliance and operations
Design practical use cases for teams to improve workflow and productivity

Programme Outline

Introduction to Generative AI in Banking
What is Generative AI? Key concepts and technologies
GenAI vs. traditional AI in financial services
Opportunities and risks for investment banks
Enhancing Research & Market Intelligence
Automating financial and industry research with GenAI
Accelerating report drafting and insights generation
Enhancing analyst productivity through summarisation & scenario modelling
GenAI in Trading & Investment Advisory
AI-driven market monitoring and signal detection
Personalised investment strategies for clients
Risk profiling and portfolio optimisation with GenAI support
Transforming Client Service & Relationship Management
Hyper-personalised client communication (emails, chatbots, digital platforms)
GenAI-powered virtual assistants for investor queries
Enhancing client presentations and proposals

Case Study: How leading banks use AI for relationship deepening
Process Automation & Workflow Optimization
Creating routine performance reports, regulatory filings, and internal memos
Contract Review & Drafting: Using GenAI to review legal agreements for anomalies and draft standard clauses
Back-Office Efficiency: Automating data entry, reconciliation, and other repetitive tasks

Case Study: Productivity boosters: workflows, knowledge management, internal communication

Case Study & Discussion: Use cases from leading banks
Designing GenAI Use Cases
Group activity: Mapping pain points across functions
Brainstorming practical GenAI solutions for HLIB teams
Presentation of team use-case prototypes

METHODOLOGY

Lectures, exercises and discussions

Participant profile

Investment bankers (corporate finance, M&A, ECM, DCM) and asset managers, research analysts and traders, wealth & client relationship managers, risk, compliance and audit, operations and finance staff, and management & strategy teams

Trainer

Cheah Wee Leong

Director of Next Gen Banking Training,

Asian Banking School

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Cheah Wee Leong

Director of Next Gen Banking Training, Asian Banking School

Cheah Wee Leong has more than 25 years’ experience working in the banking industry with local and foreign banks in various roles and capacities. A seasoned professional, Wee Leong brings with him broad experience as a former banker and management consultant.

Wee Leong started his career at Citibank in 1993 before joining US management consultancy firm Accenture in 1997. At Accenture, he was involved in managing large bank merger-integration, process re-engineering and transformation projects. He has worked in projects in various countries including Hong Kong, China, Singapore, Indonesia, Thailand, Mauritius and Saudi Arabia.

In 2003, Wee Leong joined CIMB as its Head of Operational Risk Management and led the implementation of the bank’s operational risk management and Basel 2 – Operational Risk framework. Subsequently, he assumed various senior roles in Trade Finance, Regional Transaction Banking, Corporate Banking, Treasury and Markets division and Group CEO office at CIMB. His last role at CIMB was as Director, Group Strategy.

Wee Leong holds a Bachelor of Business Administration from the USA and a Master of Business Administration (with Distinction) from the Anglia Ruskin University, UK. He obtained training from Citibank Asia Pacific Banking Institute in Singapore in 1995. He is a certified Chartered Banker, Certified Expert in ESG and Impact Investing (awarded by Frankfurt School of Finance and Management), and a holder of the “Certificate in Climate Risk” and “Certificate in Digital & AI Evolution in Banking” (awarded by Chartered Body Alliance, UK) and PRINCE2 Foundation and Practitioner Certificate in Project Management.

Wee Leong completed the “Leading the Sustainability in Transformation in Banking” programme with the Frankfurt School of Finance and Management (Germany) in October, 2022 and the “Global Shifts and Risk for Banking Leaders” at Said Business School, University of Oxford (UK) in September, 2024. Wee Leong completed the “Creating Value with AI & Data for Banking and Finance Leaders” with the Essec Business School in Paris in July, 2025.