Prompting the Future: Unlocking the Power of Generative AI - Our Programmes

Specifically designed for banking sales representatives and relationship managers, this programme will transform how you engage with clients, generate leads, and manage customer relationships. Experience the cutting-edge world of Generative AI (Gen AI) through interactive presentations, hands-on workshops, and real-world case studies. You'll learn the art and science of prompt engineering—the key to unlocking AI's full potential.

Programme Outline

Learning Objectives

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

Grasp the fundamental concepts of Gen AI and its vast application landscape in banking
Master the art of prompt engineering, including various prompt structures and effective crafting techniques
Witness the power of Generative AI through real-world banking case studies
Collaborate with peers in a dedicated brainstorming session to develop a set of ideas specifically tailored to banking use cases

Programme Outline

Demystifying Generative AI (1 hour)
What is GenAI? Breaking down the concept into understandable terms
Real-world applications of GenAI (e.g. customer query response, personalized communication)
The benefits and limitations of GenAI
How GenAI Works: Unveiling the Powerhouse (0.5 hours)
A simplified exploration of GenAI’s underlying mechanisms
Unveiling diverse types of GenAI models
Understanding how GenAI learns and generates outputs
GenAI in Action: Transforming Banking (2 hours)
Deep dive into specific use cases for banking sales reps and relationship managers:
Customer Profiling: Using GenAI to understand and predict customer behaviour
Personalized Marketing Campaigns: Crafting tailored marketing messages and promotions
Lead Generation: Identifying high-potential clients and opportunities
Customer Service: Implementing GenAI chatbots for efficient and personalized customer interactions
Risk Assessment: Analyzing and predicting financial risks
Sales Forecasting: Using AI to predict future sales and market trends
Relationship Management: Enhancing client relationships through personalized communication and insights
Mastering Prompts: Giving AI Instructions (1 hour)
Learn best practices for writing clear, concise prompts
Explore different prompt techniques (e.g. Providing context, using keywords)
Practice crafting prompts for chosen use cases
Exploring CustomGPTs and AI Assistants (0.5 hours)
Introduction to user-friendly GenAI platforms
Step-by-step guide on creating and using CustomGPTs tailored to banking use cases
Examples: automated customer service assistants, personalized financial advice bots
Exploring AI assistants for enhancing productivity and customer interaction
Exploring GenAI’s Potential (0.75 hours)
Discuss the potential impact of GenAI on society, work, and creativity
Explore ethical considerations and responsible use of GenAI technology
Examine future advancements and exciting applications of GenAI on the horizon
GenAI Beyond the Course (0.75 hours)
Hands-on brainstorming: Innovative applications of GenAI, exploring new use cases, potential social impacts, etc
Group discussion & sharing: Participants share and discuss their ideas of their brainstormed GenAI applications
Q&A and Discussion (0.5 hours)
no-content

METHODOLOGY

Lecture, case studies and discussions

Target Audience

Relationship Manager, Wealth Manager, Financial Advisor, Personal Banker, Investment Manager, Fund Manager, Private Banker

trainer

Jeyshalini Tevosha

Data & AI Consultant

ibf funding

FTS-Eligible

This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.

The FTS is available to eligible entities, subject to all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with the specified validity period. https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Non-Financial Industry Sustainability Developments (Proficiency Level 3)

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

Found a programme that you think would be suitable for your organisation?

Many of our courses can be customised and delivered in-house. We also provide consultancy services to create tailor-made training programmes that are specifically aligned with your organisation’s strategic learning requirements. Contact us today to learn more about how we can support your team’s development by completing the Form here or Emailing Us here.

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Jeyshalini Tevosha

Data & AI Consultant

Jeyshalini Tevosha is a distinguished Data & AI Consultant, with profound expertise in strategically harnessing data and Artificial Intelligence to drive impactful business outcomes.

She started her career as a Software Development Engineer at Curlec by Razorpay and worked in the Digital & Innovation Department at Hong Leong Bank. Beyond her consultant role, she hopes to be a key driver of AI innovation, specializing in curating data, designing robust AI models, and implementing cutting-edge frameworks. She is adept at translating complex AI concepts into actionable business strategies, ensuring that AI models are finely tuned to meet specific business needs.

Her work extends beyond technical execution as she is deeply committed to the ethical development and transparency of AI solutions, ensuring that the technologies she helps build are both responsible and sustainable.

Through her work, Jeyshalini has become a trusted advisor to organizations looking to leverage AI for competitive advantage, particularly in finance, engineering, and decision-making roles. By championing these principles, she strives to harness the power of AI for real-world impact, contributing to the industry's evolution towards ethical and sustainable AI solutions.

Jeyshalini’s training philosophy integrates academic rigour with practical industry insights, drawing from her diverse experiences as a practitioner. She has a Master’s in Applied Computing and a BSc in Artificial Intelligence.