GAI-CL1: Enhancing the Advisory Role in Financial Sales with Generative AI

Enhancing the Advisory Role in Financial Sales with Generative AI is a 2-day hands-on course designed for professionals in banking and financial services. It equips financial advisors, relationship managers, and marketing executives with practical skills to use Generative AI (particularly GPT models) for personalized marketing, customer segmentation, and intelligent sales conversations.

Participants will begin by exploring the fundamentals of GPT models, their role in the financial sector, and their integration into customer-centric workflows. From setting up AI tools and managing data privacy (PDPA, GDPR) to prompt engineering and tailoring responses to the AIDA funnel (Awareness, Interest, Desire, Action), learners will gain a complete understanding of AI-powered advisory practices.

Key skills covered include:

• Creating prompt-driven sales scripts aligned with customer profiles

• Simulating real-world conversations, managing objections, and handling regulatory considerations

• Designing failsafe AI workflows to deal with unexpected customer input or knowledge gaps

• Evaluating data quality for reliable and compliant model outputs

On Day 1, the focus is on understanding AI, setting up GPT models, ensuring data privacy, and applying GPT throughout the digital marketing funnel.

Day 2 brings the content to life through:

• Sales script customization for financial products

• Role-play simulations to manage objections

• Building resilient AI workflows

• Quality control of AI training data for maximum accuracy and output reliability

By the end of the course, participants will:

• Confidently use AI to personalize sales and advisory interactions

• Develop scripts that convert across various customer engagement channels

• Apply GPT tools ethically and effectively in regulated environments

• Enhance their role as trusted financial advisors using next-gen technology