AI for Relationship Management & Client Advisory Excellence - Next Gen Banking

Overview

Objective & Outline

Methodology

Participant Profile

Trainer

Overview

Open for Registration

HRDC PROG NO
To be updated later

When

6 August 2026

9:00 AM - 5:00 PM

add to calendar

Aug 06, 2026, 9:00 AM

Aug 06, 2026, 5:00 PM

Where

Asian Banking School / ClassIn

LEARNING LEVEL

Intermediate

Programme Fee*

MYR 1,900.00

*Subject to 8% Service Tax per pax

This programme equips banking professionals with practical approaches to strengthen client engagement and advisory effectiveness using AI. It focuses on improving client understanding, preparing more relevant interactions, and supporting advisory decisions with better insights.

Participants will learn how to integrate AI into daily client-facing activities while maintaining professional judgement, consistency, and compliance in a banking environment.

Programme Outline

Learning Objectives

By the end of the programme, participants will be able to:

Understand how AI supports client engagement and advisory activities in banking
Assess opportunities to improve client interactions using AI-generated insights
Apply AI to prepare more structured and relevant client engagements
Evaluate AI outputs to ensure accuracy, consistency, and compliance
Support daily client-facing workflows with AI while maintaining professional judgement

Programme Outline

M1: AI in Client Engagement and Advisory Context
Role of AI in supporting client-facing banking activities
Balancing efficiency with relationship quality
Key considerations in client-facing environments
M2: Strengthening Client Understanding
Using AI to interpret client information and behaviours
Identifying needs and engagement opportunities
Translating insights into actionable engagement approaches
Module 3: Enhancing Client Communication
Structuring clear and relevant client messaging
Adapting communication across different client segments
Maintaining professionalism and consistency
M4: Supporting Advisory Preparation
Using AI to organise information for client discussions
Improving clarity in presenting options and recommendations
Strengthening confidence in advisory interactions
M5: Integrating AI into Daily Workflows
Embedding AI into routine client engagement activities
Improving responsiveness and follow-up quality
Aligning usage with operational expectations
M6: Managing Risks in Client-Facing Use
Ensuring responsible use in client communication
Avoiding over-reliance on AI outputs
Maintaining accountability and compliance standards

METHODOLOGY

This programme adopts a practical, discussion-led approach using banking scenarios and client engagement situations. Participants will explore real-world use cases, reflect on current practices, and apply concepts to their own roles. The focus is on actionable understanding, peer discussion, and guided application to strengthen day-to-day client engagement and advisory effectiveness.

Participant profile

Relationship managers, wealth and retail banking advisors, SME and corporate banking frontline staff, and customer engagement teams responsible for client interaction and advisory support.

Trainer

Sebastian Chik Mun Leong

Senior Consultant, Next Gen Banking Training,

Asian Banking School

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Sebastian Chik Mun Leong

Senior Consultant, Next Gen Banking Training,
Asian Banking School

Sebastian Chik is a senior consultant, trainer, and strategist with over 20 years of cross-industry experience spanning banking, finance, marketing, business development, and digital transformation. He specializes in AI literacy, workplace productivity, responsible AI adoption, and practical AI application for business and public sector environments.

He has delivered AI-related programmes for corporate and government audiences, with a focus on making AI accessible, useful, and relevant for professionals at different levels of readiness. His training approach combines strategic context, practical use cases, hands-on application, and responsible use considerations to help participants apply AI with greater confidence in their day-to-day work.

Sebastian’s work includes AI capability building, AI governance awareness, productivity-focused AI adoption, and customised learning interventions for workplace transformation.