AI Literacy & Productivity Training Course
In the rapidly evolving Financial Services Industry (FSI), leveraging AI productivity tools has transitioned from a luxury to a fundamental necessity for maintaining operational competitiveness. This program is designed to foster AI literacy across the entire organization, empowering staff in claims, underwriting, actuarial services, strategy, and operations with secure, structured approaches to prompt engineering and automation.
Course Delivery Format
- Engaging lectures coupled with interactive discussions.
- Extensive practical exercises and hands-on practice.
- Direct implementation activities within a live laboratory environment.
Customization Options
- For tailored training sessions based on this curriculum, please get in touch with us to coordinate.
Course Outline
Module 1: The Contemporary AI Landscape & FSI Compliance
- Clarifying the differences between chat-based AI and workflow-oriented productivity tools.
- Gaining insight into corporate data privacy, security perimeters, and the safe application of AI within the insurance domain.
Module 2: Advanced Prompt Engineering Frameworks
- Developing context-rich, multi-turn prompts to enhance the precision of AI-generated insights.
- Addressing hallucinations and verifying data outputs for internal reporting.
Module 3: Practical Productivity & Automation Use Cases
- Real-world application workshops focused on creating automated meeting summaries, refining email communication, and drafting strategic policy outlines.
- Collaborative workshop: Identifying common operational bottlenecks in claims and underwriting to apply targeted AI solutions.
Requirements
- Familiarity with internet usage.
- Basic experience with artificial intelligence concepts.
- No prior programming knowledge required.
Target Audience
- General administrative and office personnel.
Open Training Courses require 5+ participants.
AI Literacy & Productivity Training Course - Booking
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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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