Overview
In today’s competitive financial industry, sales professionals need more than traditional tactics to stay ahead. With Generative AI, you can transform how you engage clients, personalize offers, and drive conversions.
This 2-day program provides financial sales advisors, relationship managers, and product managers with practical tools to integrate GPT models into customer engagement workflows. You’ll learn how to segment customers, optimize every stage of the AIDA funnel, and generate personalized sales scripts tailored to unique client profiles.
The course also covers essential compliance topics such as PDPA and GDPR, ensuring that AI adoption respects privacy and regulatory standards. You’ll practice prompt engineering, simulate customer conversations, and design failsafe workflows that handle objections and unexpected inputs effectively.
By the end, you’ll not only understand how AI can enhance financial sales but also gain the confidence to apply it in real-world scenarios — reducing effort, increasing conversions, and building stronger, more trusted client relationships.
Objectives
GPT fundamentals in financial sales
Data privacy & compliance in AI adoption
Customer segmentation with GPT models
AIDA funnel optimization with AI
Prompt engineering for customer engagement
Personalized sales script generation
Objection handling with AI support
Failsafe workflows for compliance and reliability
Evaluating training data for accuracy and relevance
Who Should Attend
Financial Sales Advisors
Relationship Managers
Financial Product Managers
Marketing Executives in banking and financial services
Prerequisites
No AI experience required
Basic knowledge of financial sales processes helpful
Course Details
Day 1 – AI Foundations & Sales Funnel Setup
Introduction to Generative AI and GPT Models
Understand GPT models, their capabilities, limitations, and case studies in banking.
Data Privacy, Compliance, and Preparing Data
Apply PDPA/GDPR principles, structure data, and set model parameters.
Prompt Engineering for GPT Models
Design effective prompts for customer engagement and role-specific interactions.
Customer Segmentation and AIDA Funnel
Use GPT to segment customers and optimize every stage of Awareness, Interest, Desire, and Action.
Day 2 – Simulation, Sales Scripts, and Accuracy
Sales Script Generation for Conversion
Craft personalized sales scripts aligned with customer profiles and funnel stages.
Failsafe Mechanisms for GPT Models
Design workflows to manage unexpected inputs and ensure compliance.
Simulating Customer Interactions and Handling Objections
Role-play scenarios to practice objection handling and negotiation with AI support.
Evaluating Training Data Quality and Model Accuracy
Assess data reliability to improve segmentation and AI outputs.
"Boost client conversion rates by up to 25% with AI-powered customer segmentation, tailored sales scripts, and optimized digital engagement strategies."
Real-World Career Impact
Completing this course positions you to excel as a Financial Sales Strategist, Relationship Manager, or AI-Enhanced Product Specialist — roles where advanced engagement strategies and AI integration lead to higher conversions and stronger customer trust.
Certification Guide
No specific exam provided
Frequently Asked Questions
Why focus on Generative AI in financial sales?
Because it helps sales professionals personalize engagement, improve efficiency, and drive better conversions.
Will I learn how to create sales scripts with AI?
Yes, you’ll generate customized scripts for phone, online, and in-person client interactions.
Does the course address regulatory compliance?
Absolutely — PDPA, GDPR, and financial data laws are embedded in all practices taught.
How does this course improve client conversion?
By teaching AI-driven customer segmentation, personalized offers, and funnel optimization.
Is prior AI knowledge required?
No, the course starts with fundamentals and builds to practical applications.
Can I simulate real-world client conversations?
Yes, role-play scenarios with GPT will help you practice objection handling and negotiations.
What measurable impact can I expect?
Faster preparation, stronger engagement, and up to 25% higher conversion rates.
Is this course HRDC claimable?
Yes, for eligible Malaysian employers.
Can I opt for private, in-house training?
Yes, we provide tailored sessions for financial institutions.
Is the course customizable for my sales team?
Definitely — examples, prompts, and simulations can be adapted to your team’s context.
