AI in Financial Services: Transforming Banking and Insurance

Full day Masterclass

Course Overview

Financial services sits at the forefront of AI adoption, with applications spanning customer engagement, risk management, compliance, and operations. This masterclass provides senior leaders in banking, insurance, and investment with a comprehensive view of how AI is reshaping their industry and the strategic decisions that will determine competitive positioning.

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Flexible Delivery

From a 90-minute executive briefing to a 5-day leadership programme—I'll tailor the format, depth, and examples to match your team's objectives.

Session Outline

1. The AI Transformation in Financial Services

  • Current state of AI adoption across banking and insurance
  • Regional perspectives: AI in GCC financial institutions
  • Competitive dynamics and market pressures
  • The emerging technology stack for financial AI

2. Customer-Facing Applications

  • Intelligent customer service and conversational AI
  • Hyper-personalised product recommendations
  • Onboarding and KYC automation
  • Next-best-action engines

3. Risk and Compliance Applications

  • Fraud detection and prevention systems
  • Credit risk assessment and scoring
  • Anti-money laundering and sanctions screening
  • Regulatory reporting automation

4. Operational Excellence

  • Process automation and straight-through processing
  • Document intelligence and extraction
  • Claims processing transformation
  • Back-office optimisation

5. Implementation in Regulated Environments

  • Model risk management frameworks
  • Explainability requirements for lending decisions
  • Regulatory expectations and examination focus
  • Working with regulators on AI initiatives

6. Strategic Planning Exercise

  • Assess AI maturity across the value chain
  • Prioritise investment areas
  • Develop a three-year AI roadmap

Outcomes for Participants

  • Understand proven AI applications across financial services
  • Navigate regulatory considerations for AI deployment
  • Evaluate build, buy, and partner decisions
  • Develop a strategic perspective on AI investment priorities

Interested in this programme for your organisation?

Every course is fully customised to your specific context and learning objectives.