What's Included in the Workshop
Unlock AI Value—On Your Terms
A complimentary, 2-hour strategy workshop - virtual or in-person at HSO's NYC office - designed exclusively for SME Forum members in Asset Management to identify and prioritize high-impact Copilot and AI use cases while keeping internal compliance front and center.
AI offers enormous potential for Asset Management firms ...
AI offers enormous potential for Asset Management firms—from automating manual tasks to strengthening client relationships and improving investment decision-making. But progress often stalls when compliance, governance, or business leaders can’t clearly see how these tools will work with existing policies and processes.
This workshop is designed to change that.
Together with HSO’s financial services experts, you’ll explore where AI can create measurable value for your firm—securely and confidently.
What to Expect
Tailored AI Use Case
Brainstorm a practical asset management scenario such as RFP automation, client meeting prep, portfolio committee documentation, relationship summaries, and competitive intelligence.
Hands-On Working Session
Define a high-impact use case with HSO’s industry and data science team, assess its feasibility, and outline actionable next steps.
Clear Roadmap
Walk away with a prioritized AI roadmap aligned with your firm’s goals and compliance requirements.
Your workshop agenda is co-developed with you to ensure it addresses your top priorities.
Outcomes
What You'll Get
Clarity
Clarity on what AI can realistically deliver for your firm today
Use Case
A prioritized, compliance-ready use case tailored to your strategy
Confidence
The confidence to move forward with AI securely—without slowing business outcomes
Ideal for Asset Management leaders responsible for:
- Data, Risk, and Compliance
- Operations and Client Servicing
- Technology and Transformation Initiatives
Schedule Your Workshop
This offer is for The SME Forum members only and has limited availability.
Secure your spot today and take the first step toward unlocking AI value for your firm.
Learn more
Unlocking the Untapped Potential of Data and AI in Asset Management
How AI Boosts Speed to Knowledge with Copilot Studio for Financial Services
On-Demand Webcast: Unlocking the Untapped Potential of Data with AI
Turning your data into your most powerful asset
AI-Driven Churn Prediction Empowers Asset Management Firm to Retain Customers and Drive Growth
Microsoft 365 Copilot Advisory
Confidently Embrace AI-Powered Productivity—Without Compromising Security or Compliance
Empowering Asset Managers to Deploy AI Without Compromising Internal Compliance
Learn how to satisfy internal governance teams while unlocking the full potential of your firm’s data and AI investments
Break the Loop: From Data Readiness to AI Agents in Asset Management
See the demos: how Copilot and agent workflows deliver repeatable outcomes when your data is clean, connected, and governed - see the demos