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:



Navigate the rapidly changing AI landscape and understand the platforms shaping the future of customer acquisition.



Understand how buyers are using AI to research, compare, and choose providers.



Build knowledge agents that assist with renewal reminders, cross-selling opportunities, sales scripts, and customer communications.



Create AI agents capable of generating targeted prospect lists and personalised outreach.



Automate lead qualification to help sales teams prioritise the opportunities most likely to convert.

Course agenda

4-hour on-site or remote training

The 2026 AI landscape

Understand what's changed, what's coming next, and why it matters for insurance 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

"The session was great, I learned how to build knowledge agents and how agentic systems can perform actions."