Workshop Overviews
Artificial Intelligence is reshaping the financial services landscape, offering new efficiencies and customer engagement strategies. This session introduces AI concepts within the context of financial marketing, exploring use cases that comply with regulatory requirements while addressing ethical concerns and data governance. You’ll leave with a strategic understanding of AI’s role in marketing within your organisation and the confidence to harness it responsibly.
Course Outline:
- Sector landscape: How AI is transforming marketing in financial services
- Emerging trends in AI relevant to financial marketer
- AI agents and the impact on skills and roles
- Practical applications in content creation, campaign optimisation, segmentation, and customer journey mapping
- Navigating bias, transparency, and ethical use of AI
- Operating within regulatory frameworks: FCA guidance, GDPR, and data retention policies
- Gaining buy-in and building working policies
- Safeguarding client data: security, privacy, and compliance best practices
- Frameworks for responsible and auditable AI implementation
- Looking ahead: opportunities and risks in AI adoption for FS marketing
Effective prompt writing is key to unlocking the potential of tools like ChatGPT and Gemini in a compliant and productive way. This hands-on course will elevate your team’s ability to craft prompts that generate clear, accurate, and regulation-compliant content. You’ll learn techniques that ensure messaging aligns with brand, tone, and financial promotion guidelines.
Course Outline:
- Prompt anatomy: Understanding how structure impacts output
- Advanced prompting techniques: context, roles, and chaining
- Use cases in regulated marketing content, customer comms, and internal training
- AI agents and multi-step prompts
- Prompt strategies: zero-shot, one-shot, and few-shot prompting explained
- Refining tone, factuality, and brand voice while remaining compliant
- Live analysis: ChatGPT vs Gemini in financial services applications
- Creating and maintaining prompt libraries within regulatory boundaries
- Audit trails and transparency in prompt-driven content creation
This course focuses on automating repetitive administrative and marketing tasks within financial organisations, ensuring efficiency without compromising compliance or data protection. Learn how to map, assess, and implement automations that reduce manual load and align with industry regulatory requirements.
Course Outline:
- Identifying automatable processes in marketing operations
- Workflow mapping for regulated teams: templates and tools
- Automating tasks with AI: data management, scheduling, reporting, and approvals
- Agent based AI
- Case studies: workflow automation in financial services marketing
- Risk and compliance: human oversight, data handling, and quality checks
- Developing an automation roadmap that meets compliance and governance standards
- Ensuring traceability and auditability in automated workflows
