AI sales & marketing training for financial service providers
Practical AI training built specifically for South African financial service providers.
The financial services landscape is changing.
Buyers are increasingly researching providers through AI platforms like ChatGPT, Microsoft Copilot and Claude before they ever speak to a broker.
NightJarr works with leading financial services organisations across South Africa to help them navigate the rapidly changing world of AI, digital marketing, customer acquisition, and Generative Engine Optimisation (GEO). This practical training gives your team the skills to put AI to work across sales and marketing.
Why attend?
AI isn't replacing sales and marketing teams. It's helping them work smarter.
This course focuses on practical, real-world applications of AI that can help your team generate more leads, qualify them faster, create content more efficiently, and spend less time on repetitive administrative tasks.
You'll leave with practical workflows, live demonstrations, and AI agents that can immediately improve the way your business operates.
What you'll learn
Throughout this interactive session, you'll learn how to:
Course agenda
The 2026 AI landscape
Understand what's changed, what's coming next, and why it matters for financial services businesses.
The modern financial services customer
Explore how AI is influencing customer research, purchasing decisions, and expectations.
Knowledge agents
Learn how AI agents can support marketing, reporting, content creation, and internal operations.
Live demo: AI-powered lead generation
See how AI can identify prospects, personalise outreach, and improve prospecting efficiency.
Live demo: Lead qualification
Discover how AI can automatically qualify inbound enquiries and help your team focus on high-value opportunities.
Who should attend?
This course has been designed for:
- Sales Teams
- Marketing Teams
- Business Development Managers
- Marketing Managers
- Digital Marketing Specialists
- Communications Professionals
What financial leaders say
“The training was practical and insightful. Ferdie and the team customised the session to our requirements which added significant value to our team. From reporting and ABM to MCP connectors and what's next, we covered it all in a clear and easy to understand way. Thanks NightJarr!”
Sarah Holm, Investec
“A huge thank you Ferdie for an inspiring AI training session. Your expertise, practical approach and relaxed, informal style created an open environment where everyone felt comfortable participating and learning. The session struck the perfect balance between foundational guidance for those early in their AI journey and valuable insights for the more experienced users. Through your lively demonstrations, practical examples and best-practice techniques, you made AI feel exciting and accessible. The team walked away with fresh ideas and plenty of motivation to start experimenting, applying AI to everyday challenges and turning its potential into tangible business impact.”
Janine, Momentum
“Nightjarr’s AI for Marketers training with Ferdi was exactly what our team needed. He struck the perfect balance between practical, hands-on tool applications and an honest conversation about how to actually start, progress, and scale AI adoption within Marketing teams, without the hype or the overwhelm. He addressed our concerns and tensions head-on, leaving us feeling energised and equipped rather than anxious and overwhelmed. Highly recommend Ferdi for any marketing team looking to build real AI capability and practical understanding, not just cover the theory.”
Lynda Cooper, Executive Head of Marketing, Consumer Division | Lesaka
“The session was great, I learned how to build knowledge agents and how agentic systems can perform actions.”
Jonique Davids, Unifi
Book this workshop
How would you like to train?
Reserve your seat
Pick a date and we will confirm your booking by email. All sessions run live online from 10:00 to 12:00 (SAST).
Enquire for your team
Tell us about your team and what you want to achieve, and we will put together a session that fits. Prefer email? Reach us at [email protected].
“A huge thank you Ferdie for an inspiring AI training session. Your expertise, practical approach and relaxed, informal style created an open environment where everyone felt comfortable participating and learning. The session struck the perfect balance between foundational guidance for those early in their AI journey and valuable insights for the more experienced users. Through your lively demonstrations, practical examples and best-practice techniques, you made AI feel exciting and accessible. The team walked away with fresh ideas and plenty of motivation to start experimenting, applying AI to everyday challenges and turning its potential into tangible business impact.”
Janine, Momentum
“Nightjarr’s AI for Marketers training with Ferdi was exactly what our team needed. He struck the perfect balance between practical, hands-on tool applications and an honest conversation about how to actually start, progress, and scale AI adoption within Marketing teams, without the hype or the overwhelm. He addressed our concerns and tensions head-on, leaving us feeling energised and equipped rather than anxious and overwhelmed. Highly recommend Ferdi for any marketing team looking to build real AI capability and practical understanding, not just cover the theory.”
Lynda Cooper, Executive Head of Marketing, Consumer Division | Lesaka