Date: Wednesday, 28 October 2026 · Time: 10:30–11:30 SAST · Format: online, Microsoft Teams
Artificial intelligence is increasingly used in financial advisory. Its practical value depends on secure, reliable access to financial data. Model Context Protocol (MCP) is an open standard designed to provide that access.
This webinar, hosted in partnership with the South African Institute of Financial Markets, explains what MCP is, how it functions within financial workflows, and how it may be applied in wealth management.
Topics discussed include
- The current state of AI adoption in financial advisory
- An introduction to Model Context Protocol and its architecture
- Applications in portfolio analysis, compliance and suitability checks, and client reporting
- Data privacy and system integration considerations
- A practical demonstration using open-source tools
- Live question and answer session
The webinar is accredited for CPD purposes, subject to completion of a short assessment.