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, impacts and implementation approach

Learn the meaning of Conversational AI and the key differences between chatbots, voicebots and virtual assistants and how it is applied in Banking. Be prepared with 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

Contributing Expert: Grete Øvrebø

Grete oversees the implementation of Conversational AI platforms for’s banking and financial services clients, having first joined the business as its first female AI Trainer in 2016. Previously, she worked in customer service and relations. Grete studied economic analysis and holds an MBA from the University of Stavanger. She was also recently nominated for the Nordic Women in Tech Awards 2020.

Grete Øvrebø

Head of Financial Services at

This course is for you if:

  • You work in the Banking sector and looking to integrate unique, conversational solutions to develop a broader AI experience for your customers

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

  • You are a Fintech enthusiast and keen to deep dive into a more specific topic relating to the evolution of AI in the Banking and Finance sector

Course Information

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

This new course will launch in:


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Course Curriculum

What is in the course?

“Learn the meaning of Conversational AI and a high-level understanding of the underlying technologies. Recognise the main social, technology, and regulatory drivers which have fueled the usage of Conversational AI. ”

“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.”

“Determine the steps to create a strategy for a financial institution to deploy Conversational AI solutions.”

“Explore the main benefits of Conversational AI for banks and end-consumers, including its democratising effect and impact on customer digital experience. ”

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


  • Is this course for me?

    This course has been designed to effectively convey all the necessary information on Conversational AI in Banking for individuals who have previously had no material exposure to the topic. It is suitable for Finance professionals and leaders, Technology leaders, Fintech Entrepreneurs, Fintech/Finance Investors and/or Students.

  • How do I learn?

    After you’ve signed up to the course, you will have full access to a series of on-demand video lectures, expert interviews, and assessed multiple-choice questions. Additionally, each chapter in a course also contains a lecture note, a glossary, as well as a series of required and recommended reading materials which are all downloadable for you to keep without expiry. Moreover, your education doesn’t end on completion of the course as you would have been given a lifetime membership of the CFTE Global Alumni Community.

  • What if I have questions during my study?

    As a learner, you will have access to two direct ways to connect with CFTE and your peers. The first is a community forum where you communicate with everyone on the course by posting independent threads/comments. The second way consists of discussion forums dedicated to each module within the course which you may find on our learning platform, here you can post comments which concern specific modules.

  • Will I automatically be eligible for a certificate upon signing up to the course?

    No, once you have registered for the course, you will be given full access to all of the course materials which you can study at your preferred pace. However, in order to receive the Certificate of Completion, you must have completed all sections on the platform and scored at least 80% on all of the quizzes at the end of each chapter as well as the final examination questions.

  • The Finance industry is well-known for its constant change, how do I know that the content is up-to-date?

    With Finance, Technology, and Entrepreneurship at the core of our education platform, CFTE and our partners update all courses at least once a year (and in many cases, a few times a year) to ensure that our content is always up-to-date and beneficial to our learners. Hence, do not be surprised if your experience differs slightly from your colleague’s experience from 3 months ago!

  • What are the prerequisites for this course?

    The course is constructed to build your knowledge from the ground up and it is self-contained, hence, no prior knowledge is required beyond basic banking concepts such as retail vs. corporate banking and front- vs. back-office, etc. However, some knowledge of our specialisation AI in Finance(perhaps attach hyperlink) can enhance your learning experience

  • How can I pay for the course?

    We accept all major credit cards and debit cards. You can choose to pay the full amount, or you can opt for a 3-part payment plan option. The 3-part payment option requires one payment upfront, followed by second and third during your course. Chat with us to find out more!