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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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

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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