Artificial intelligence is transforming the world of investing, from data analysis to decision-making — but how can the industry harness its potential responsibly? At FINANZ25, Dor Eligula (BridgeWise), Yvan Roduit (Raiffeisen Switzerland), and Simon Pelletier (Swissquote) join moderator Daniel Fernandez (SIX) to explore how AI can enhance market intelligence, empower investment professionals, and redefine client advisory. This session dives into the opportunities, challenges, and governance frameworks shaping the AI-augmented future of finance.
The integration of AI into the investment landscape is no longer a futuristic vision — it’s a present reality. In this panel, three industry leaders share their perspectives on how AI can transform the way financial institutions research markets, assess opportunities, and deliver client solutions.
Dor Eligula, Co-Founder of BridgeWise, outlines how AI-driven insights can democratize access to complex financial data. Yvan Roduit from Raiffeisen Switzerland explains how technology can enhance investment advisory while preserving trust and human judgment. Simon Pelletier from Swissquote discusses product innovation in the era of AI and how digital tools can support both professional and retail investors. Moderated by Daniel Fernandez of SIX, the discussion addresses not only the promise of AI but also the governance, ethics, and regulatory considerations that must guide its adoption.
For finance professionals, investors, and tech enthusiasts, this is an unmissable conversation on the path toward a more intelligent and inclusive investment future.
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