AI training for financial services marketing teams
A practical, 2-hour session on using AI agents to streamline your marketing operations — built specifically for South African financial services providers.
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Who it's for
Marketing managers, content and communications specialists, and digital marketing professionals at South African financial services providers.
The problem
The financial services landscape is changing.Your customers are researching products and comparing providers through ChatGPT and Copilot before they ever speak to your team. Meanwhile, marketing operations are stretched thin — more content, more channels, more reporting, without more hands on deck. Most teams haven't adjusted their approach yet.This 2-hour session is built to close that gap, focused on what matters most: streamlining marketing operations.
What you'll learn
What's changed in the 2026 AI landscape, and the platforms worth knowing
How financial services customers now research and compare providers through AI
How to build knowledge agents for campaign briefs, reporting, and content production
How agents can streamline your marketing operations workflows
How agents can qualify inbound leads automatically
The agenda
Time
Session
9:00 – 9:20
2026 AI landscape update
9:20 – 9:40
Client landscape
9:40 – 10:30
Copilot agents (campaign briefs, reporting, and more)
10:30 – 11:00
Claude agentic agents (marketing operations & lead qualification)
11:00 – 12:00
Networking lunch (in-person only)
Pricing
Private training
Want this tailored to your team?
Private company training is available on request.