Online Certificate

Generative AI for Private Banking in Financial Services

Today, Generative AI is a strong topic in relation to Private Banking because of its potential revolution of this banking sector. This course is designed to help private banking professionals understand how to harness Generative AI to augment their operations and offer hyper-personalised banking experiences.

Enroll Immediately

15 minutes per day

6 weeks

Certificate of achievement

Hands-on Projects

A programme part of the Ai in Finance Academy, training +20,000 professionals across organisations.

Why Generative AI for Private Banking? Why Now?

Over the next five years, Artificial intelligence and Gen AI have the potential to transform payments in financial institutions by automating, speeding up, and improving various aspects such as customer experience and fraud prevention.

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The global generative AI market size is projected to experience significant growth by 2032 (Zion Market Research, 2023).

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organisations are reinvesting Generative AI savings into innovation (Deloitte, 2024).

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Generative AI Spending from Banking Industry to Grow by over 1400% by 2030 (Juniper Research, 2024)

"We firmly believe that AI and large language models will play a pivotal role in shaping the future of private banking."

Our programme is designed to equip finance professionals with the knowledge and skills to identify the current landscape of machine learning, deep learning and generative AI in private banking, leverage AI tools to enhance productivity and solve customers’ problems by offering hyper-personalised banking experiences.

What you'll learn

30+ constantly updated courses

Enable you to stat up to date in the industry

Industry recognised certification

Get the accredited certificate issued by trusted organisation

Hands-on projects for practical uses

Learn how to use generative AI tools in Payments.

Join the gobal community

Lifetime access to community with 10K visionaries.

Learning outcomes

Understand the foundational principles and algorithms of generative AI, including deep learning models such as GANs (Generative Adversarial Networks)

Apply generative AI techniques to develop highly personalised banking experiences, including bespoke investment strategies, tailored product recommendations, and customised client communications.

Leverage generative AI to optimise portfolio management, simulate market scenarios, and generate insights for more informed investment decisions, enhancing overall client wealth growth.

Utilise generative AI to identify and mitigate fraudulent activities and potential risks, improving the security and integrity of private banking operations.

Integrate generative AI to enhance the advisory services offered to clients, including predictive analytics for market trends, automated financial planning, and intelligent client interaction.

Skills you’ll get

Programme Highlights

1. Get a solid foundation of what is Generative AI

15-min lessons per day, over 6 weeks

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Banner for Philip Watson. generative AI for Private Banking

2. Learn directly from AI expert in Payments

Learn from Philip, a wealth management expert with over 24 years of experience specialising in Private Banking, Platform Development, and Investment Advice.

3. Learn real-world applications and use cases and apply in your organisation

Grasp the latest industry insight from the best minds in AI and learn how to use it with hands-on projects.

4. Explore successful Generative AI initiatives

Learn how companies adopt Generative AI to enhance in payments.

Programme content

15-minute lesson per day over 6 weeks. Aquire all the skills for Generative AI.

Week 1: Generative AI Fundamentals

This week explores the definition, the inner mechanisms, and the evolution of Generative AI.

  • Day 1: Definition of Generative AI
  • Day 2: Differences between traditional Machine Learning and Generative AI
  • Day 3: Transformers: a revolutionary breakthrough
  • Day 4: Scaling transformers
  • Day 5: LLMs as a new human/machine interface

Week 2: The Landscape of Generative AI

This week discusses the Generative AI landscape and key players such as infrastructure providers, model providers and application providers. 

  • Day 6: Model providers
  • Day 7: Infrastructure providers
  • Day 8: Application providers
  • Day 9: Hands-on project: Getting started with ChatGPT and Customer Personas
  • Day 10: Hands-on project: Analysing & extracting information from PDF Reports with AI

Week 3: Current landscape of Generative AI in Private Banking

This week delves into the Private Banking domain and compare traditional approaches with AI-driven methods.

  • Day 11: Introduction and background of Private Banking
  • Day 12: Challenges in Private Banking
  • Day 13: Traditional approaches vs AI-driven approaches in Private Banking
  • Day 14: Current landscape of Generative AI in Private Banking
  • Day 15: Expert interview: TBC

Week 4: Applications and use cases of Generative AI in Payments

This week discusses Generative AI applications and current initiatives and use cases in Private Banking.

  • Day 16: Applications of Generative AI in Private Banking (1/2)
  • Day 17: Applications of Generative AI in Private Banking (2/2)
  • Day 18: Case studies (1/2)
  • Day 19:Case studies (2/2)
  • Day 20: Expert interview (TBC)

Week 5: From Theory to Practice: Practical Approach

This week focuses on practical applications of generative AI tools in Private Banking. 

  • Day 21: Navigate key Generative AI tools
  • Day 22: Understanding the Prompt Engineering
  • Day 23: Use case
  • Day 24: Use case
  • Day 25:Use case
  • Day 26: Use case

Week 6: Opportunity and risk in Payments

This week examines the advantages and key success factors of implementing AI in Private Banking and teaches the privacy and data usage in Generative AI in Private Banking.

  • Day 27: Advantages / Key Success Factors of AI implementation in Private Banking
  • Day 28: Impact and assessment
  • Day 29: Data, Risk, Privacy and Ethical considerations
  • Day 30: Changes in skills

About the lecturers

Huy Nguyen Trieu

Co-founder and Programme Director, CFTE; Former Managing Director, Citi

Huy Nguyen Trieu is the Co-Founder of CFTE and CEO of The Disruptive Group, an advisory firm in innovation and finance. He is also a Venture Partner at Mundi Ventures, a VC fund in Fintech and Insurtech. Passionate about upskilling, Huy co-founded CFTE to help people improve their skills in a tech-driven world. Previously, he was a Managing Director at Citi, and held roles at Royal Bank of Scotland and Société Générale. Huy also led Ukibi, a VC-funded startup in the US.

Philip Watson

Head, Platform Development & Innovation of Citi

Phil Watson is a Wealth Management Expert with over 24 years of experience in the financial industry, specialising in Private Banking, Platform Development, and Investment Advice. He is recognised for his leadership in innovation and growth, particularly in the application of emerging technologies such as AI, and data analytics within complex organisational settings. Phil has been instrumental in driving transformation and change management, leading global multi-jurisdictional teams, and fostering strategic partnerships that integrate big enterprise solutions with fintech innovations.

Philip Watson portrait with him smiling, wearing a pink dress shirt, a black suit and glasses.

Programme Details

Starts date
Enrol immediately

Programme Tuition
£450 

Program Format
100% online, self-paced

What did our alumni say?

Who should take the programme?

Professionals in Financial institutions, Central Banks, Fintech Companies, Startups, Consultancy and more across these roles: 

  • Relationship Managers
  • Investment Advisors
  • Wealth Managers
  • Client Service Representatives
  • Risk Management Analysts
  • Portfolio Managers

Earn an industry-accredited certificate

Certificate template for Gen AI Private Banking

Receive a Certificate in Generative AI issued by CFTE. The certificate online can serve as a stepping stone to further advancement in your career. Don’t miss this opportunity to stand out in your field.

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Learn Generative AI for Private Banking in Financial Services

Pre-enrol with 40% discount

The programme will start on 1st of September

Days
Hours
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Enrol now

£450
£ 270
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Apply the code to claim the discount: genai40private

For GenAI360 Alumni

£450
£ 225
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Generative AI 360 Alumni only

Pricing includes:

  • 6 chapters and 4 hours of expert content
  • Guest experts video
  • 7+ Hands-on projects
  • 10+ Handbooks
  • Glossary
  • Lifetime access to global community
  • Accredited Certificate (In progress)

Mode of payment.
We accept all major credit cards and debit cards.

Get reimbursed by your employer. 
Speak to your manager about the course, and get a reimbursement by your employer. Here is how you can do it (with a template provided). 

Instalments.
You can choose to pay the full amount, or you can opt for a 2-part payment plan option. The 2-part payment option requires one payment upfront, followed by second during your course.

Looking to upskill your organisation? Talk to us.

Interested in training your organisation or sponsoring the course? Contact our team and get more information on the programme.

FAQ

Most frequent questions and answers about our specialisation

What is the course about?

The course is an online certificate programme designed to empower professionals and institutions with skills to use and leverage generative AI in Private Banking.

The course is self-paced, featuring 15-min daily lessons over 6 weeks with hands-on projects, case studies and industry expert interviews. 

The course content covers fundamentals of generative AI, the landscape of generative AI in Private banking, current and future applications, risk management and regulation.

Why this course?

Participants will gain in-depth knowledge of generative AI, understand its applications and underlying mechanisms, and learn about global trends and know how to integrate AI in their organisations.

The course is designed for professionals in Payments who want to enhance productivity and stay competitive in their jobs.

Accessing this course

Participants can immediately enrol the course, costing £450.

  • Mode of payment– We accept all major credit cards and debit cards.
  • Instalments – You can choose to pay the full amount, or you can opt for a 2-part payment plan option. The 2-part payment option requires one payment upfront, followed by second and third during your course. Contact our team at learning@cfte.education for more information.
  • Get reimbursed by your employer. Speak to your employer and get funded for your learning! Here’s how we can help.

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.

If you decide within one week after enrolling in the course (or 5% of completion) that it’s not the right fit for you, we will issue a full refund.

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