SFI Master Classes

This SFI Master Class is offered in cooperation with the Zürcher Bankenverband (ZBV).

Current Situation  

“Artificial Intelligence (AI) is transforming both everyday operations and strategic capabilities in banking—from smarter risk controls and fraud prevention to personalized customer experiences and more efficient back-office processes. As regulatory guidance matures and governance practices strengthen, banks will continue to expand responsible, governance-aligned AI deployments while exploring more advanced uses, including generative AI for content, decision support, and automation.” This was written by the AI system GPT-5 on November 13, 2025, at 19:07 following the prompt: “what is the role of artificial intelligence in banking currently?” Needless to state that while it may be hard to currently gauge where the impact of AI will stop in banking, we need to start thinking hard about its further introduction and use. And we want to start doing so simultaneously assessing its impact on human intelligence (HI).
 

Objectives

Building on industry practice and recent academic insights, this Master Class provides a high-level overview of the introduction of AI in banking and its impact on the deployment of HI. We tackle the topic on purpose from a finance and not an HR perspective to give finance practitioners a new view on the issue. Participants discuss—using the latest available data—implementation approaches and both opportunities and shortcomings of current practice. Overall, the Master Class aims to equip banking and finance professionals with up-to-date, relevant high-level knowledge of this challenging topic. The specific objectives are:

• Becoming familiar with the role that AI can play and its interactions with HI in banking.

• Specific features and importance of HI in banking

• Discussing best-in-class approaches to the introduction and use of AI in the banking industry
   

SFI Master Class Features and Target Audience

SFI Master Classes offer seasoned banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with peers, top-level academics, and industry experts in an interactive learning environment. Master Classes incorporate hands-on group work and opportunities for discussion. An on-site networking event will follow this Master Class.

This Master Class is aimed at both business and relationship managers and human resources specialists in the financial industry who wish to broaden their knowledge capital and deepen their understanding of the impact of artificial intelligence on the deployment of human intelligence in different areas of banking. 
 

SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles: 

• Wealth Management Advisor CWMA
• Advisor Affluent Clients
• Advisor Individual Clients
• Advisor Private Clients
• Certified Corporate Banker CCoB
• Advisor SME Clients

This SFI Master Class covers the aspect "industry knowledge."
 

Late cancellations and no-shows

If you have registered for a Master Class but are unable to attend, we kindly ask that you inform us as soon as possible. Places are limited, and late cancellations and no-shows not only prevent those on the waiting list from attending but also result in an inefficient allocation of valuable resources. Your cooperation in communicating any unexpected changes regarding your participation at this Master Class is greatly appreciated.