AI Literacy & Productivity Training Course
In the rapidly evolving Financial Services Industry (FSI), utilizing AI-powered productivity tools has shifted from being an advantage to a fundamental necessity for maintaining competitive operations. This course is designed to build comprehensive AI awareness across your organization, providing staff in claims, underwriting, actuarial services, strategic planning, and operational teams with secure, methodical approaches to prompt engineering and automation.
Course Structure
- Engaging lectures paired with group discussions.
- Extensive practical exercises and real-world practice.
- Direct application in a simulated live-lab setting.
Customization Opportunities
- For tailored training on this subject, please get in touch to coordinate your specific needs.
Course Outline
Module 1: The Contemporary AI Ecosystem & FSI Regulatory Standards
- Clarifying the distinction between conversational AI and tools designed for workflow efficiency.
- Navigating corporate data privacy protocols, security limits, and compliant AI usage within insurance contexts.
Module 2: Sophisticated Prompt Engineering Techniques
- Developing detailed, multi-stage prompts to enhance the precision of AI-generated insights.
- Identifying and mitigating inaccuracies while verifying data reliability for internal reporting.
Module 3: Practical Productivity & Automation Applications
- Workshop sessions focused on real-world tasks: generating automated meeting notes, refining email exchanges, and drafting strategic policy frameworks.
- Collaborative session: Identifying key operational hurdles in claims and underwriting processes and aligning them with appropriate AI-driven solutions.
Requirements
- Basic familiarity with internet usage
- Prior exposure to fundamental artificial intelligence concepts
- No coding or programming background required
Target Audience
- General administrative and office personnel
Open Training Courses require 5+ participants.
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Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
Brett McLaren - Zoll Itamar
Course - ChatGPT for Productivity: A Beginner’s Guide
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