What We Cover in Our Workshops
Every workshop is tailored to your team’s comfort level and objectives. Here’s what your staff will learn and gain from each core focus area:
AI 101 for Banking Teams
Understand the basics without the buzzwords.
We break down what artificial intelligence actually is, where it's showing up in banking, and how your team can begin using it responsibly. Ideal for non-technical staff and leadership alike.
Takeaway: A shared foundation across your team to support smarter, more confident AI exploration.
Everyday Efficiency with LLMs
Work smarter, not harder — with AI by your side.
In today’s fast-moving world, your team doesn’t need just another app—they need a trusted collaborator. Our workshop introduces how to harness the power of LLMs like Microsoft Copilot, ChatGPT, Claude, and Gemini as thinking partners for writing, planning, problem-solving, and more.
We’ll cover:
- How to use tools like Microsoft Copilot securely inside your organization
- Techniques to summarize meeting notes, draft communications, and brainstorm content
- Prompting strategies that align with your bank’s tone, compliance, and goals
- Ways to reduce digital fatigue and streamline busywork — without sacrificing quality
Takeaway: Participants will gain hands-on experience using AI to enhance productivity, deepen critical thinking, and create more space for the work that matters most.
AI for Marketing & Communication
Scale your messaging without losing the human touch.
We’ll show your marketing team how to use AI to brainstorm blog ideas, draft social posts, and personalize content — all while staying on-brand and within regulatory guardrails.
Takeaway: A clear process for using AI to support (not replace) your creative and content efforts.
Compliance & Governance in the Age of AI
Stay protected while staying productive.
We cover practical guidance for how to use AI tools while protecting sensitive information, maintaining customer trust, and staying compliant with your internal policies and industry regulations.
Takeaway: Best practices your team can implement immediately to reduce risk and increase confidence.
Team-Based Productivity Labs
Bring your team together for real-time problem solving.
In these facilitated sessions, teams work together to identify tasks AI could help with in their day-to-day work and test real tools in a safe environment.
Takeaway: A bank-wide list of ready-to-implement AI use cases, prioritized by role and impact.