利用人工智能和AWS构建未来交易平台(由Cognizant赞助).pdf

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利用人工智能和AWS构建未来交易平台(由Cognizant赞助).pdf

1、 2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.A I M 3 3 0 7-SBuilding the Future Trading Platform leveraging AI and AWSAbhishek SharmaSenior Vice PresidentTechnology Leader Trading,Investment ManagementLPL Finan

2、cial 2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.AgendaWealth Management OverviewLPL SnapshotTrading&Investment Management LandscapeBusiness ObjectivesTrading on Cloud JourneyCurrent/Next Gen Architecture OverviewClientWorks Rebalancer&Hyper Scaling AI Initiatives 2025,Amazon

3、Web Services,Inc.or its affiliates.All rights reserved.Wealth Management OverviewWealth management is a disciplined approach to managing,protecting&enhancing client wealth.CORE ELEMENTSCLIENTSADVISORSCUSTODIAN/FINTECH PARTNERSREGULATORS/AUDITORSINDUSTRY OVERVIEWON THE HORIZONWHAT ARE IBDs300K1Financ

4、ial Advisors broadly in the USA$144 trillion2AUM(Assets Under Management)68 million2Clients invested$100 trillion3 Generational wealth transition from baby boomers to younger generations in coming decadeAI Adoption Most firms are planning to augment AI investments unlocking productivity gains,strong

5、er portfolio returns and faster client onboarding through hyper-personalization and intelligent automationIndependent Broker Dealers(IBDs)are firms that provide advisors with brokerage,investment and compliance infrastructure while allowing them to remain independent business owners.They enable advi

6、sors to offer a wide range of financial products without being tied to a single large wirehouse or bankPLANINVESTPROTECTGROWREVIEWOPTIMIZEMAJOR PLAYERS1 2024 Cerulli Broker-Dealer Marketplace3 The Cerulli Report US High Net Worth and Ultra High Net Worth Markets 20242 Investment Adviser Industry Sna

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