AI Literacy & Productivity Training Course
In the rapidly evolving Financial Services Industry (FSI), leveraging AI productivity tools has shifted from a competitive advantage to an essential operational standard. This program is designed to foster organization-wide AI literacy, empowering employees in claims, underwriting, actuarial, strategy, and operations with safe, structured techniques for prompt engineering and automation.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practical application.
- Hands-on implementation in a live-lab environment.
Customization Options
- To arrange customized training for this course, please contact us.
Course Outline
Module 1: The Modern AI Landscape & FSI Compliance
- Differentiating between chat-based AI and workflow productivity tools.
- Understanding corporate data privacy, security boundaries, and safe AI usage within the insurance sector.
Module 2: Advanced Prompt Engineering Frameworks
- Developing context-rich, multi-turn prompts to enhance the quality of AI-generated insights.
- Identifying and mitigating hallucinations while validating data outputs for internal reports.
Module 3: Practical Productivity & Automation Use Cases
- Real-world application workshops: Generating automated meeting summaries, optimizing email communication, and drafting strategic policy outlines.
- Group workshop: Mapping common operational bottlenecks in claims and underwriting to targeted AI solutions.
Requirements
- Familiarity with the internet.
- Basic experience with artificial intelligence.
- No prior programming experience required.
Target Audience
- General office staff.
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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