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CFTE

Conversational AI for Finance

  • up to 5 hours
  • Beginner

Conversational AI for Finance is a comprehensive online course that explores how big banks and startups are using smart virtual assistants to provide 24/7 solutions to their clients. Learn the key success factors for implementing conversational AI in banking and understand its impacts on the industry.

  • Conversational AI
  • Machine Learning
  • Natural Language Processing
  • Virtual Assistants
  • AI Implementation Strategies

Overview

This course provides a solid foundational knowledge about Conversational AI and its applications in banking. Participants will learn about the machine learning engines behind AI, how to integrate tailored solutions into third-party platforms, and the key success factors for implementing virtual assistants. The course also covers the impacts of Conversational AI on banks, consumers, and the Voice Economy.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Professional Certification
    upon course completion
  • Self-paced
    course format
  • Live classes
    delivered online

Who is this course for?

Finance Professionals

Professionals in the finance sector looking to master the key elements of Conversational AI and understand its applications in banking.

Technologists

Individuals with a technology background who want to explore the integration of AI in financial services.

Entrepreneurs

Business owners and startup founders interested in leveraging AI to enhance their financial services offerings.

Unlock the potential of Conversational AI in banking with this comprehensive course. Learn from industry leaders about the key success factors, challenges, and innovative solutions in AI. Ideal for finance professionals, technologists, and entrepreneurs looking to stay ahead in the financial services industry.

Pre-Requisites

1 / 2

  • General knowledge of Fintech and innovation trends in finance

  • No technical background required, but familiarity with AI concepts is beneficial

What will you learn?

Understanding Conversational AI
Senior Lecturer Anna Maj from WBAIF takes you through the concepts of Conversational AI along with its solution types and why now is the time, followed by Janet Yuen, Global Head of Conversational Banking at HSBC, and her insight into how conversational AI is a force for good in banking.
Conversational AI Technologies
Senior Lecturer Anna Maj from WBAIF takes you through the key conversational AI techniques, the ML engine behind it, and main conversational AI providers in banking, followed by Janet Yuen, Global Head of Conversational Banking at HSBC, and her insight into how her bank was introduced to conversational AI, the successes and challenges that HSBC faced.
How to Successfully Implement Virtual Assistants?
Senior Lecturer Anna Maj from WBAIF takes you through the success factors and main challenges of implementing virtual assistants, followed by Grete Øverbø, Head of Financial Services at Boost.ai, and her exclusive case studies into how conversational AI was rapidly implemented by Nordic banks during the pandemic.
The Rise of Conversational Banking
Senior Lecturer Anna Maj from WBAIF takes you through which banking services will be completely transformed by conversational AI and Voice technologies, followed by Giorgio Andreoli, MD at Accenture, and his insight into how to design a great conversational user interface (CUI) and interesting implementations of conversational AI.

What learners say about this course

  • “Conversational AI courses were an enriching experience for me. I particularly appreciated the case studies, knowledge sharing sessions with industry experts and learning about the use of AI to improve our traditional banking industry.”

    YEO Nongopegue

    Country Manager of DBO Group

  • “What I enjoyed the most about the courses with CFTE, is that it brought in the best of world-class industry experts. Learning about their experiences on the relevant subjects related to the Fintech world has been a true highlight for me.”

    Ibrahim Muhammad

    Payments Consultant at Finxplor

  • “Hearing from leading industry disruptors - understanding the unique business models they've created and their advice about how to forge a path in Fintech. Also enjoyed learning about how ICO's work and the Challenger Banks that are proving to be fierce competition for traditional institutions.”

    Vanessa Chamley

    Senior Marketing Manager at American Express

Meet your instructor

  • Anna Maj

    Senior Lecturer, CFTE

    Anna Maj is a seasoned FinTech executive with over 20 years of experience in the European banking and payments industries. She is a Senior Lecturer at CFTE, where she teaches courses on Conversational AI in Banking and Open Banking and Platforms in Finance.

Upcoming cohorts

  • Dates

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£150