Sell Smarter in Financial Services with Generative AI
No coding needed. Just real AI skills for financial sales professionals who want to engage better, faster, and smarter.
Imagine having a virtual assistant that helps you segment customers, generate scripts, handle objections, and personalize messages — all in minutes. That’s what this course delivers: the practical use of GPT models in financial sales, customized for bankers, relationship managers, and product advisors.
No More Generic Pitches, Clunky CRM Notes, or Guessing What to Say Next
I get it, I’ve been in your shoes and know what it feels like to:
If you’ve ever…
❌ Struggled to personalize financial product advice for every client...
❌ Spent too long writing messages or replies that sound human but compliant...
❌ Or wanted to understand how AI could actually help you sell better...
This hands-on course shows you exactly how to use Generative AI tools like ChatGPT to work smarter — not harder — in financial sales.
Turn AI into Your New Sales Partner — Without the Tech Headache
This course is for sales professionals who want practical AI skills without the complexity.
Understand GPT and How It Works in Banking
You’ll learn what generative AI actually does and how it can support advisory roles in a regulated industry.
Stay Compliant with PDPA and GDPR
Learn how to safely use AI without breaching customer privacy laws.
Segment Customers Using GPT
Use AI to analyze customer data and group clients by profile, behavior, or needs.
Write Better Prompts, Get Better Results
Master prompt engineering so the AI gives relevant, accurate, and human-like output — every time.
Create Tailored Sales Scripts Fast
Auto-generate pitch scripts, follow-ups, and upsell suggestions aligned with customer journeys.
Apply AI to the AIDA Funnel
Use GPT to automate engagement from Awareness to Action, guiding clients from first contact to conversion.
WHAT IT IS
Enhancing the Advisory Role in Financial Sales with Generative AI
What you get:
✅ 2-day instructor-led workshop (virtual or onsite)
✅ No coding needed — fully hands-on with real tools
✅ Role-plays and GPT-based simulations
✅ Modules on data privacy, prompt design, and objection handling
✅ Ready-to-use scripts for WhatsApp, email, and calls
✅ Certificate of Completion
✅ HRDC Claimable
Regular Price:
RM2,500.00
Discounted Price:
RM2,500.00
68%
of financial institutions plan to adopt Generative AI in customer engagement in the next 12 months.
(Source: Deloitte 2024 Banking Outlook)
70%
of advisors say AI improves client personalization and follow-up speed
(Source: Accenture Future of Banking Survey)
82%
of banking customers prefer digital-first interactions — but expect human-level personalization.
(Source: PwC 2023 Customer Insight Study)
MEET THE TRAINER
Christopher Lim
Christopher is an award-winning project management trainer and digital transformation strategist. He brings a rare blend of corporate leadership, agile execution, and tech adoption expertise to every session he leads.
From launching award-winning fintech apps to managing multi-team delivery in banking, his real-world track record ensures your training is never just theory — it’s tested, practical, and ready for application.
He is also the co-founder of Aviantech, and has trained hundreds of Malaysian professionals to succeed in dynamic business environments.
Results Christopher delivers:
10+ years managing digital, banking & transformation projects
Certified HRDC trainer with MBA & Oxford engineering background
Builder of Malaysia’s first eKYC-powered digital banking app
Winner of Quantic Entrepreneur Global Pitching Competition
Known for simplifying complex systems into practical, repeatable skills
Your Clients Expect Personalization. This Course Helps You Deliver It — With AI.
This isn’t a tech course for IT teams.
It’s a workshop for bankers, advisors, and product people who want to sell and serve better using AI tools — ethically, strategically, and with compliance in mind.
Because AI is not here to replace you — it’s here to empower you.
Your Step-by-Step AI Integration for Financial Sales
Learn how to use GPT for prospecting, pitching, handling objections, and converting — all within 2 days.
Module 1: Introduction to Generative AI
Understand ChatGPT and its application in the financial sector with real case studies.
Module 2: Data Privacy and Compliance
PDPA, GDPR, and how to structure safe, compliant training datasets.
Module 3: Prompt Engineering
Design clear, effective prompts and simulate customer personas and professional tones.
Module 4: Customer Segmentation & Marketing Funnels
Apply GPT across AIDA: awareness, interest, desire, and action using data-driven customer groups.
Module 5: Sales Script Generation
Create custom scripts for each segment and channel: WhatsApp, call center, or in-branch.
Module 6: Failsafe Design
Teach GPT how to handle unexpected or out-of-scope queries with safety protocols.
Module 7: Handling Objections with AI
Role-play difficult conversations with AI as the client — and improve handling rejections.
Module 8: Evaluating Data Accuracy
Assess training data sources and maintain model quality for better GPT output.
Get In Touch With Us!
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