Generative AI for Marketing in Financial Services

The #1 course for Generative AI in Marketing for Financial services.

With Generative AI, your organisation can now increase sales, improve customer retention, and enhance brand loyalty through supercharged and hyper-persosonalised marketing.

Enroll Immediately

15 minutes per day

6 weeks

Certificate of achievement

Hands-on Projects

Programme Instructors

Huy Portrait

Huy Nguyen Trieu

Co-founder, CFTE

Igor Portrait

Igor Pejic

Author and Banker

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


A programme part of the AI in Finance Academy, training +20,000 professionals globally.

Turn Gen AI into your organisation's marketing advantage.

Generative AI is revolutionising digital marketing. With a staggering 75% of marketers increasing AI investments, the industry is undergoing rapid transformation. AI-powered tools are enhancing every facet of marketing, from crafting compelling content with AI image generators to optimising campaigns with predictive analytics.

Customer experiences are also being redefined. AI-driven chatbots offer real-time support, while personalised recommendations driven by AI are boosting engagement.

0 %

Increase in revenue from businesses that have adopted AI
(Mckinsey, 2024)

0 %

Increase in conversions from AI-powered broad match ads
(Google Marketer, 2024)

0 %

Organisations that belive the demand for Gen AI skills in marketing surpases the supply.
(Capgemini, 2024).

"You’re not competing with AI. You’re competing with another marketer using AI."

Designed for your success.

Master this topic with our all-round curriculum featuring..

Constantly updated course

You will never miss any new industry updates.

Industry recognised certification

Get an accredited certificate endorsed by trusted bodies.

Hands-on projects for practical uses

Learn how to use generative AI tools for marketing.

Join the global community

Lifetime access to our community of 10K+ visionaries.

Case studies - Marketing

Real-World Applications and case studies

Discover how leading organisations are harnessing generative AI for marketing and enhance your skills with our hands-on exercises and learn from industry best practices.

Far Fetch
logo-klarna
Nike Logo
Open AI Logo
Igor Portrait

Delivered by Igor Pejic – Author & Banker

Leading Voice, Author, Keynote Speaker, PO Payment, Head of Marketing (one of EU’s largest banks), publisher “The New Frontier” with over 12 years in banking and payments.

Your All-Access Pass to Marketing

Dive into a world of learning with flexible video and reading courses. Plus, get the inside scoop from top marketing experts around the globe. You will get to understand the intricacies of marketing efforts at global organisations.

Video library toolkit

Complete GenAI for Marketing Toolkit

Accelerate your marketing career with our carefully curated video library designed to teach you how to leverage generative AI through expert-led tutorials and real-world examples.

At the end of this programme, you'll...

The bite-sized courses enable you to get the basics right from the mechanism of Generative AI, current Marketing landscape and value chain only 15 minutes per day for 6 weeks. 

You will get the chance to understand the generative AI applications in marketing and how other companies are implementing generative AI to drive successful outcomes and increase conversion rates.

Learn how to use the cutting-edge generative AI tools in marketing from market research, content creation, translation, avatar creation, to campaign planning.

Learn how to use AI responsibly by identifying the opportunities, data management, ethical consideration and regulations worldwide.

The course enables you to understand the current implementation of generative AI and key success factors of user journey. You will be able to apply the strategic framework to your team.

Download the programme brochure

Get more information on the programme content, hands-on projects and industry experts.

From basic to advanced concepts

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

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

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

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

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

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

  • Day 16: Applications of Generative AI in Marketing (1/2)
  • Day 17: Applications of Generative AI in Marketing (2/2)
  • Day 18: Case studies – Klarna, Farfetch
  • Day 19: Case studies –  Specsavers, Nike
  • Day 20: Expert interview (TBC)

This week focuses on practical applications of generative AI tools in marketing. Projects include using AI for market research, content creation, translation, and enhancing sales efforts.

  • Day 21: Navigate key Generative AI tools
  • Day 22: Understanding the Prompt Engineering
  • Day 23: Using AI to do market research and create campaigns
  • Day 24: Using AI to create content (emails and social media posts)
  • Day 25: Using AI to do translation
  • Day 26: Using AI to enhance Sales and run Radio Ads.

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

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

BESPOKE WORKSHOP

Empower your team with a
Generative AI workshop.

Who should take this course?

Professionals in Financial institutions, Central Banks, Fintechs, Startups, Marketing Associations, Content and PR Agencies across

Chief Marketing Officers

Heads of Marketing

AI Strategy Executives

Innovation Roles

Decision-makers in Digital Channels

Skill Development Managers and L&D teams

Partnership and communication roles

Why our alumni love our programmes

Experts you will be learning from

Top CEOs, CIOs, Founders and industry leaders will share knowledge

 

Huy Nguyen Trieu

Co-Founder at CFTE

Igor Pejic

Author, Keynote Speaker, PO Payment, Head of Marketing (one of EU’s largest banks), publisher “The New Frontier”

Delivered by Top Industry Experts

Huy Nguyen Trieu

Co-Founder and Programme Director

Igor Pejic

Author, Keynote Speaker, PO Payment, Head of Marketing (one of EU’s largest banks), publisher “The New Frontier”

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.

Huy Nguyen Trieu

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

Portrait of Huy Nguyen Trieu

Shonali Krishnaswamy

Expert in AI and Machine Learning, Mobile and Distributed Analytics, Intelligent Systems. CTO at AIDA Technologies Pte Ltd

Dr. Shonali Krishnaswamy is the Chief Technology Officer at AIDA Technologies, a leading AI and machine learning company in Singapore. With a Ph.D. in Computer Science from Monash University, she has held significant roles such as Head of Data Analytics at A*STAR and Associate Professor at Monash University. Her career spans over 15 years in data science and intelligent systems, during which she has published over 150 research papers and led one of Singapore’s largest analytics teams.

Dr. Krishnaswamy has received numerous accolades, including the Institute of Engineers Singapore Prestigious Engineering Award and the ASEAN Outstanding Engineering Award, and was named one of Singapore’s Inaugural 100 Women in Technology in 2020

Portrait of Shonali

Delivered by top industry experts

Portrait of Huy Nguyen Trieu

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.

Igor Pejic

Author, Keynote Speaker, PO Payment, Head of Marketing (one of EU’s largest banks), publisher “The New Frontier”

With over 12 years in banking and payments, transitioning from journalism to consulting, then to global marketing and product management. Later joined one of Europe’s largest banks, as the head of marketing for the personal finance market. Expanded role to include product management, business development, financial services, and communications, along with B2C campaigns.

Programme Details

Start date
Starts immediately

Programme Tuition
£450 

Programme Format
100% online, self-paced

Earn an industry-accredited certificate

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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For GenAI 360 Alumni & Students

£450
£ 225
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For Gen AI 360 Alumni & Students

Pricing includes:

  • 6 chapters and 4 hours of expert content
  • Guest experts video
  • Hands-on projects
  • 7 Handbooks
  • 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 Marketing.

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 marketing, current and future applications in marketing, and 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 marketing 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.

Want to become a super learner now? Check out THINK!

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