Now is the time to appreciate the imminent transformation of digital customer experience

This short course aims to provide a comprehensive overview of Conversational AI technologies in the Financial Services industry: the solutions, the impacts and the implementation approach.

In just a matter of hours, you will learn the meaning of Conversational AI and the key differences between chatbots, voicebots and virtual assistants and how they are used in Banking. Be prepared to receive a detailed analysis of implementation strategies for financial institutions and real-life case studies led by recognised industry experts.

Global Industry Experts

Learn from

Senior Lecturer: Anna Maj

Anna has 20+ years of experience in driving and fostering bankings and payments innovation. She helped introduce the first digital wallet and mobile payment platform in CEMEA and is currently building cooperation models between banks and Fintech startups in Europe. She is also a Senator, Member of the Global Startup Committee at the WBAF ( World Business Angels Investment Forum), a Jury Member and the Expert at the European Innovation Council aimed at financing innovative SMEs across the EU.

Anna Maj

Fintech Leader & Advisor

Course Information

This course is for you if:

  • You work in the banking sector and you are looking to integrate unique, conversational solutions to enhance your customer’s experience

  • You want to understand the different types of Conversational AI tools and chatbot programs available to implement in your business

  • You are a Fintech enthusiast and keen to dive deep into the evolution of AI in the banking and finance sector

In this course, you will learn to:

  • Understand Conversational AI itself, the technologies behind it, and the solutions enabled in banking and beyond

  • Comprehend third-party Conversational AI platforms and how tailored solutions could be integrated into these platforms for deployment

  • Identify the key factors to consider when designing an implementation strategy for virtual assistants, KPIs, and the major limitations to take into account

  • Grasp fully the impacts of Conversational AI for banks, consumers, and the Voice Economy

Course Curriculum

What is covered in the course?

  • Chapter 1: Understanding Conversational AI

    Learn the meaning of Conversational AI and a high-level understanding of the underlying technologies. Identify the solutions enabled by the technologies and the differentiating factors between them. Recognise the main social, technology, and regulatory drivers which have fuelled the usage of Conversational AI.

  • Chapter 2: Conversational AI Technologies

    Deep dive into the 3 subfields of AI technologies which together form the training ground for virtual agents: speech & voice recognition, machine learning, and natural language processing. Explore different Conversational AI platforms and learn the standard approaches to deliver new solutions to consumers.

  • Chapter 3: How to Successfully Implement Virtual Assistants?

    Determine the steps to create a strategy for a financial institution to deploy Conversational AI solutions. Identify the key performance indicators and highlight the most important elements to consider in developing a virtual assistant. Learn the challenges and limitations of current technologies.

  • Chapter 4: The Rise of Conversational Banking

    Explore the main benefits of Conversational AI for banks and end-consumers, including its democratising effect and impact on customer digital experience. Investigate 3 successful implementations of chatbots from banks around the world. Appreciate the rise of Conversational Banking and the forthcoming Voice Economy.

Over 60,000 professionals use CFTE to grow their knowledge on digital finance. You should too.