Discover how robots are now the voice in front of banking

And learn how to implement successful conversational AI solutions in banking

Conversational AI in Banking is one of CFTE’s flagship courses. The course reveals how Big Banks and Startups have designed, devised and engineered smart virtual assistants to provide solutions to their clients at the end of the core banking vertical. 

“Alexa, how much should I save up to buy a car next year”. Smart assistant, smart money, smart clients. The robot age is here and it is helping you make better financial decisions 24/7. If you want to know how to capitalise on this mega-trend, enroll on this course now.

With this Conversational AI online course, you'll:

This course is taught by fintech leaders. Fortune500 Leaders. banking veterans.  AI experts.

Anna Maj

Fintech Leader, AI & Payments expert

Grete Øverbø

Head of Financial Services

Janet Yuen

Global Head of Conversational Banking

Shankar Srinivasan

COO & Co-Founder

Giorgio Andreoli

Managing Director

Course Curriculum

Senior Lecturer Anna Maj from WBAIF takes you through the concepts of Conversational AI along with its solution types and why now is the time, followed by Janet Yuen, Global Head of Conversational Banking at HSBC, and her insight into how conversational AI is a force for good in banking. 

Senior Lecturer Anna Maj from WBAIF takes you through the key conversational AI techniques, the ML engine behind it, and main conversational AI providers in banking, followed by Janet Yuen, Global Head of Conversational Banking at HSBC, and her insight into how her bank was introduced to conversational AI, the successes and challenges that HSBC faced. 

Senior Lecturer Anna Maj from WBAIF takes you through the success factors and main challenges of implementing virtual assistants, followed by Grete Øverbø, Head of Financial Services at, and her exclusive case studies into how conversational AI was rapidly implemented by Nordic banks during the pandemic.

Senior Lecturer Anna Maj from WBAIF takes you through which banking services will be completely transformed by conversational AI and Voice technologies, followed by Giorgio Andreoli, MD at Accenture, and his insight into how to design a great conversational user interface (CUI) and interesting implementations of conversational AI. 

Designed for your learning goals

On Demand

Enrol and Start Immediately.

Finish in 5 hours

Complete the course in a week!

Shareable Certificate

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What our Alumni say about the Course

Conversational AI courses were an enriching experience for me. I particularly appreciated the case studies , knowledge sharing sessions with industry experts and learning about the use of AI to improve our traditional banking industry.
YEO Nongopegue
Country Manager of DBO Group

Why learn at CFTE?

Online & Self-paced

Learn whenever. Learn wherever. Your learning track is flexible to your goals.

Global View

Our courses offers a 360 view on the topic, focused on what matters.


Our courses are curated by 200+ finance experts who know what skills you must learn.

Get a 360 view of Conversational AI in Banking and meet your clients expectations 24/7

A course designed for the industry, by the industry.

One-time payment of £150 | 3 instalments of £50


Most frequent questions and answers about our specialisation

This course is suited for a wide range of professionals who are keen to master the key elements of Conversational AI and want to understand its applications in Banking. We welcome finance professionals, technologists, entrepreneurs, consultants, lawyers and all the people who are ready to take a deep dive into the future of finance.

Although there are some very good courses on AI you can find online, The Conversational AI in Banking, developed by CFTE and Fintech Leader Anna Maj, is the very first online course that walk you through you foundations of smart virtual assistants, their applications in the banking industry, as well as the opportunities and risks in the sector. We believe the Conversational AI in Banking Course is unique because: We have designed a reference course with the industry for the industry. Participants will be given a comprehensive overview on the most relevant trends through a very structured curriculum. Participants will learn from industry leaders who work at the largest financial institutions, fast growing startups, investors and regulators. It gives an overview of the potential and challenges of AI in Banking, from insights of entrepreneurs who are developing AI to leaders implementing AI in financial institutions.

The course has been designed to give a solid foundational knowledge about Conversational AI, and how it applies to banking. On completion of the course, participants will be expected to: Have a good understanding of the main concepts behind virtual assistants, including machine learning, deep learning, natural language processing, machine vision, etc. Appreciate the developments of AI, especially in the context of financial services, and recognise its potential and limitations. Learn to identify potential use cases of AI in different sectors of finance. Be able to understand the opportunities and challenges of implementing AI. Understand future applications of AI by applying conceptual frameworks. Think of ways to apply AI to customer service in banking. You will learn a lot in a structured way, and at your own pace.

There are no pre-requisites for taking the course. This course is largely non-technical to learn the business aspects of Conversational AI. Participants can get the most out of the course if they have a general knowledge of Fintech and innovation trends in finance. This could be achieved through a structured course such as CFTE’s Fintech Foundation course, Oxford’s Fintech course, MIT’s Fintech course or similar courses

You will have access to the course for 6 months from enrolment. This duration is set to ensure you can pace yourself for the best learning outcome. Though not a common request, you can talk to us if you need an extension of the access after the 6 months are up.

Yes, you will receive a digital certificate upon successful completion of the course. This certificate is digital so it can be shared at any time and embedded into your online professional profile.

We accept all major credit cards and debit cards. You can choose to pay the full amount, or you can opt for a 3-part payment plan option. The 3-part payment option requires one payment upfront, followed by second and third during your course. Chat with us to find out more!

What I enjoyed the most about the courses with CFTE, is that it brought in the best of world-class industry experts. Learning about their experiences on the relevant subjects related to the Fintech world has been a true highlight for me.
Ibrahim Muhammad
Payments Consultant at Finxplor
Hearing from leading industry disruptors - understanding the unique business models they've created and their advice about how to forge a path in Fintech. Also enjoyed learning about how ICO's work and the Challenger Banks that are proving to be fierce competition for traditional institutions.
Vanessa Chamley
Senior Marketing Manager at American Express
I enjoyed the informal yet professional manner in which the course trainers engaged with us. The technology supporting the process was also very user-friendly, which made the whole learning journey a positive experience. The on-demand availability of the programs enabling us to pace and manage ourselves is a great leap forward towards bearing the fruits of lifelong learning across all ages.
Swee Kim Lim
Management consultant and coach as Budaya Consulting
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