AI Training for Financial Services

Boost productivity in Reporting, Analytics, and Insights with AI.

From mastering basic ChatGPT commands to advanced prompt engineering techniques, our expert-led sessions will equip you with the skills needed to unlock AI-powered productivity gains. Leverage ChatGPT to streamline processes, enhance risk assessment, detect fraud, improve customer service, and optimize investment strategies.

Gain a competitive edge in the rapidly evolving world of finance by harnessing the power of AI. Our training program empowers you to drive innovation, increase efficiency, and make data-driven decisions that propel your organisation forward

Deliver on the promise of AI

How our AI workshops help turbo charge your Financial workflows

  • Create personalised, automated responses to queries, improving customer satisfaction and engagement.

  • Streamline content creation for blogs, emails, and social media, ensuring consistency and quality.

  • Analyse trends and consumer feedback, enabling data-driven decision-making.

  • Free up valuable time by automating scheduling, reporting, and email marketing efforts.

Erik Johnson, Active Underwriter at Lloyd’s

As an insurance executive in an industry where AI is expected to be a massive disruptor, understanding the limitations around AI and data, as well as the powerful tools around text-based work and how to best use them, the course was right on point.

Why Now?

In financial service world, staying ahead of the curve is not just an advantage; it's a necessity. As the industry evolves, competitors and peers alike are swiftly adopting AI technologies, including ChatGPT and other large language models, to redefine efficiency, customer experience, and innovation. The integration of these AI tools is transforming traditional practices, enabling firms to automate complex processes, enhance decision-making with data-driven insights, and deliver personalised financial advice at scale.

The question is no longer about whether to integrate AI into financial services but how quickly and effectively it can be done. In this environment, being proactive in adopting AI solutions like ChatGPT is crucial for keeping pace with industry leaders and shaping a future-ready financial landscape.

FAQs

  • No technical expertise is required whatsoever. Typical day-to-day experience of using common apps such as email and spreadsheets is all you need.

  • The workshops span3 hours, packed with hands-on learning and interactive exercises.

  • Yes, participants will be awarded a certificate of completion.

  • Participants gain access to ongoing support, including resources, webinars, and a community forum for sharing insights and tips.

  • Ideal for startup founders and employees, business owners, and anyone keen on applying AI in there workflows.

  • Yes, the foundational skills and concepts are applicable across various AI tools, broadening your tech toolkit.

  • Emphasise the direct benefits, such as productivity gains and the competitive edge in adopting AI strategies.

  • For all individual bookings made via the web site, cancellations can be made with a full refund up to 14 calendar days after purchase. After this period, workshops may be rescheduled to any future available date free of charge provided a request is made by email to hi@generalpurpose.com at least five working days before your scheduled workshop date. For bookings made by e-mail (such as private in-house workshops) and paid by invoice, the cancellation policy will be detailed on the terms and conditions of sale provided with your invoice.

Enrollment Details

Whether you’re banker, insurer, wealth manager, or in private equity: AI can cteate a step change in your team’s productivity and output. Enrolment is open for the next AI Essentials workshop. Spaces are limited to ensure personalised attention, so secure your spot today.