AI for Banking Professionals
Confidently bring AI into your banking work. Keep customer outcomes, professional judgement and accountability at the heart of every decision.
I want to use AI effectively in my role
Learn how to use AI productively and responsibly in your day-to-day work.
Build the confidence to use AI for research, analysis and communication
Learn how to write effective prompts and review AI-generated outputs
Understand where AI can help and where human judgement is needed
I want to build AI-supported workflows
Move beyond individual tasks and learn how to build and test AI-supported workflows.
Connect tasks into structured, repeatable workflows
Explore process mapping, permissions and governance controls
Build and test AI-supported solutions while maintaining human oversight
Overview
Strong customer relationships start with understanding.
Maintain the professional judgement the sector demands as you use AI to support banking research, customer preparation and operational processes. Our Foundational and Practitioner AI for Banking Professionals courses help you bring together information, focus your enquiries and make better use of client, risk and operational data. You'll develop the skills to use AI responsibly within the realities of regulated banking, protecting sensitive information and challenging unsupported conclusions, while keeping customers firmly at the centre of your work.
One professional pathway,
two ways to progress
Whether you’re new to the world of AI or already use it in your work, there’s a route for you. Both courses are delivered through live, instructor-led online sessions with a focus on real-world learning that you can put into practice from day one.
- Duration
10 hours of intensive learning over two days
- Study modes
Online - Live and instructor-led
- Cost
Courses are delivered in groups of minimum 15 learners.
Talk to our team to find the right option for you or your organisation.
Download factsheet
I want to use AI effectively in my role
You want to build the skills and confidence to get the most value from AI in your banking work.
Learn how to:
Identify where AI can add value and where human judgement is needed in banking tasks
Use AI to support client research, meeting preparation and case documentation
Work confidently with customer, risk, KYC and market data using AI tools
Use AI responsibly while protecting sensitive information, spotting threats and meeting regulatory requirements
I want to build AI-supported workflows
You want to move beyond individual tasks and turn them into automated processes or workflows.
Learn how to:
Identify banking processes where AI can add the greatest value and design clear human-AI hand-offs
Build repeatable AI-supported workflows using approved knowledge and templates
Design AI assistants and agents with appropriate controls and human oversight
Manage multi-agent systems across onboarding, risk and fraud processes, and contain errors before they reach the later stages of the workflow
Book your place today
Equip yourself or your team with the skills to use AI safely, confidently and ethically in your role.
FAQs
If you can’t find the answer to a question, our helpful advisers will be happy to help.
Choose based on your experience of using AI and what you want to do with it. Foundational is for professionals who want to use AI more effectively in individual tasks. Practitioner is for those already comfortable using AI who want to connect tasks into workflows and test AI-supported processes.
Before the course, you'll complete an AI skills diagnostic to assess your current level of capability. Based on your answers, you'll receive guidance on the most suitable starting point. At the end of the course, you'll complete a second diagnostic to measure your progress and demonstrate the impact of your learning.