ChatGPT for Banking Training in Madrid, Spain

This course is designed to introduce banking professionals to the practical applications of ChatGPT in enhancing operational efficiency, improving customer service, streamlining internal processes, and supporting regulatory compliance. Participants will learn how to harness the power of generative AI to automate tasks, generate insightful content, assist in client communications, and more—tailored specifically for the banking domain.

Course Agenda

Introduction to ChatGPT and Generative AI in Banking

• What is ChatGPT?

• Applications of generative AI in financial institutions

• Ethical and data privacy considerations

Enhancing Customer Experience with ChatGPT

• Automating responses to common customer queries

• Generating product explanations and service guides

• Drafting responses for support tickets and chatbots

Internal Efficiency and Automation

• Creating internal knowledge base articles

• Writing meeting summaries, memos, and compliance briefs

• Generating and proofreading internal reports

Regulatory Compliance and Risk

• Drafting summaries of AML/KYC policies

• Supporting regulatory research with AI prompts

• Risk communication and incident response drafts

Data-Driven Insights and Decision Support

• Using AI for interpreting financial data summaries

• Drafting management reports and executive summaries

• Creating proposal drafts for product innovation

Module 6: Advanced Prompt Engineering for Banking

• Crafting effective and secure prompts

• Role-based prompting (e.g., compliance officer, branch manager)

• Avoiding pitfalls and ensuring accuracy in responses

Hands-on Exercises