Help your financial advising services be data-driven for impact with rigorous economics


Innovate for the customer and be data-driven

Presentation on Financial Advising and AI in Canada

TORONTO, May 4, 2021

Dr. Kweku Opoku-Agyemang was invited to present to financial service professionals from all over Canada at the Canadian Virtual Financial Advisors Conference. The event provides valuable information for professionals in the financial services industry. Kweku gave a talk on AI and Financial Advising in Canada, focusing on how financial advisors can benefit from AI in their work in a variety of ways.


Machine Learning X Doing Financial Advising

Take your financial advising services to a new level of consumer well-being

Financial advisors help consumers with guidance and information to make better decisions. The future of work has made this more challenging than ever before.

How do you stay you and stay ahead in a fast-changing financial economy?

Machine Learning X Doing Finance is an approach that is versatile enough to enhance your advising intuition and to innovate based on familiar economic principles, regulatory guidelines and broader context. It is an approach for both financial advisors and financial advisor regulators for mutual benefit

Making the lives of financial advisors simpler.

You have empowered many. It’s time for you to receive new power of your own.

As you’ve grown however, it’s naturally a little harder to keep doing what has never been done. The world is changing. New tools promise innovation for a new and different generation of consumers, but you need something that works for financial advising as a way of life. By quoting well-understood patterns, existing automated tools in trading may lead to faster price discoveries and lead to higher trading volumes that reduce single transaction costs. However, they may also drive out traders who focus on basic research. What you need is human-centered AI for financial advising that keeps the responsibility with the advisor and follows policy standards.

What if next-level AI could transmit, sustain and elevate your financial advice DNA, while providing new vistas on how to nurture and protect the financial advising industry as a whole?

Welcome to your next level. Welcome to the future of your financial advising firm and policy making institution

How can your innovation culture evolve in a way that helps employees join forces, and truly give their all to something larger than any one individual in an uncertain world?

Your employees are too smart for lip service, buzzwords, and just more of the same.

Be you. Sustain and improve your innovation culture for impact over the long run

It is up to us all to make the world a better place, starting with the impact of your financial service firm or policy making organization

Introducing the next-generation of AI, designed around the fundamental question of what it means to be human

Together, we will inspire change in the world, by first introducing your organization to its true potential



Kweku Opoku-Agyemang, Ph.D.

Kweku Opoku-Agyemang, Ph.D., is former faculty at the University of California, Berkeley in development economics, former computer science researcher at Cornell University and visiting scholar at UC Berkeley Mechanical Engineering. He has advised Google scientists, given talks at Facebook, presented to government officials from 12 countries and others.

A former session Chair at the Canadian Economic Association, Kweku believes that his next-generation Machine Learning X Doing approach can help organizations and countries to do better by their people by meeting or exceeding their potential and taking their culture to its real potential. He is based in Toronto, Canada.