Generative AI is rapidly reshaping the banking and financial services industry by transforming customer engagement, operational efficiency, risk management, compliance processes, and decision-making. This practical and industry-focused workshop is designed to help banking professionals understand the capabilities, opportunities, risks, and real-world applications of Generative AI within modern banking environments.

The program introduces the fundamentals of Generative AI and explores how AI-powered technologies are being applied across banking functions including customer service, operations, compliance, fraud monitoring, reporting, financial analysis, relationship management, and internal productivity enhancement. Participants will gain practical insights into how banks globally are leveraging Generative AI to improve efficiency, automate routine tasks, enhance customer experiences, and support faster decision-making.

The workshop also focuses on the responsible and secure use of AI in regulated financial environments, highlighting key considerations related to governance, data privacy, cybersecurity, compliance, ethical AI usage, and operational risk management. Through practical examples, demonstrations, and banking-related use cases, participants will explore how Generative AI can support day-to-day banking activities while maintaining regulatory and operational controls.

In addition, the program examines emerging trends, future opportunities, and the evolving role of banking professionals in an AI-enabled financial ecosystem. Participants will learn how to identify suitable AI use cases within their own functions and evaluate the potential impact of AI on productivity, service delivery, and business performance.

By the end of the workshop, participants will gain a practical understanding of Generative AI technologies, their relevance to banking operations, and how AI can be applied responsibly to improve efficiency, customer experience, innovation, and organizational effectiveness within the banking sector.

Learning Outcomes

By the end of this workshop, participants will be able to:

  • Understand the fundamentals, capabilities, and business relevance of Generative AI within the banking industry
  • Differentiate between traditional AI, machine learning, and Generative AI technologies and their banking applications
  • Identify practical use cases of Generative AI across banking functions including customer service, operations, compliance, reporting, and risk management
  • Understand how AI can improve productivity, workflow efficiency, customer engagement, and decision-making in banking environments
  • Recognize the risks, governance requirements, and regulatory considerations associated with AI adoption in financial institutions
  • Apply responsible and ethical practices related to data privacy, confidentiality, and AI-generated content within banking operations
  • Explore how Generative AI can support fraud monitoring, compliance activities, communication, and knowledge management
  • Evaluate opportunities for AI-driven innovation and operational improvement within their own banking functions
  • Develop greater confidence in using AI-powered tools and technologies in a regulated banking environment
  • Understand emerging AI trends and the future impact of Generative AI on banking roles, services, and business models

Introduction & Setting the Stage

  • Welcome and Introductions
  • Course Overview & Learning Objectives
  • Setting the Context: The Rise of Artificial Intelligence (AI)
    • Briefly explain AI concepts (machine learning, deep learning) with real-world examples outside of finance.
    • Briefly explain AI types & (weak, general, super) with real-world examples outside of finance.

GenAI Applications in Banking

  • Demystifying Generative AI (GenAI)
    • Explain the core concept of GenAI: creating new, realistic data (text, code, images) based on existing information. (e.g., generating product descriptions, creative content).
  • Using ChatGPT and Prompt Design for Financial Services
    • Crafting Effective Prompts for Financial Services: how to create clear and concise prompts for ChatGPT specific to financial services (Define Your Goal, Provide Context, Use Specific Language)
  • Enhanced Reporting & Document Generation using CHAT-GPT
    • Showcase examples of GenAI-powered tools for financial document generation & analysis
  • Personalized Customer Interactions & Marketing
    • Explain how GenAI can personalize customer communications (e.g., emails, chat messages) based on individual needs.
    • Discuss the potential of GenAI for creating targeted marketing campaigns with personalized content.

Interactive Session – Case Studies & Discussion

  • Present 2-3 case studies of how different banks are leveraging AI (e.g., Fraud Prevention, Personalized Recommendations)
  • Group Discussion: Facilitate a discussion on the potential benefits and challenges of implementing AI in the banking industry

Future of GenAI in Banking

  • Develop an AI Integration Plan
    • Create a practical roadmap for optimizing Generative AI integration, incorporating trustworthy AI practices that build trust with customers and regulators.
  • Group Discussion:
    • Facilitate a discussion on the potential benefits and challenges of widespread GenAI adoption in the banking industry. Encourage participants to brainstorm potential applications of GenAI within their specific roles in banking
  • Emerging Trends:
    • Briefly discuss promising advancements in GenAI for Finance (e.g., explainable AI, generative pre-trained transformers)
Regular Fee:
USD 550
Per Participant
(Exclusive of VAT)
Group Registration Benefit

Planning to attend with colleagues? Organizations registering 3 or more participants receive a 15% group discount, making it more economical to develop teams together while creating a shared learning experience.

The Program Fee Includes:
  • Full-day instructor-led training
  • Comprehensive course materials
  • Practical tools, templates and learning resources used during the program
  • Interactive exercises and facilitated discussions
  • Networking opportunities with professionals from other organizations
  • Lunch and refreshments
  • SIMFOTIX Certificate of Completion
Registering a Team?

For larger groups, we can also explore a customized in-house delivery exclusively for your organization. The program can be tailored to your business context, participant profile, and specific learning objectives.

Delivery Mode

Face to Face

Duration

1 Day(s)

Start Date

Monday, October 12, 2026

End Date

Monday, October 12, 2026

Price

$ 550.00

Time

9am - 4pm

Venue

Dusit Thani Hotel

Instructor

TBC

Language

English/Arabic

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