October 2, 2020

Fintech & Payments expert Anna Maj leads Conversational AI in Banking course

The Centre for Finance, Technology and Entrepreneurship (CFTE) recently launched their new online course on Conversational AI in Banking. This course aims to provide finance professionals with a comprehensive overview of conversational AI technologies in finance; the solutions, the impacts and the implementation approach. The course is taught by Fintech and Payments expert Anna Maj.

Long gone are the days where clients would accept long hours to get a query solved at their bank. Today, customers demand timely, easy and convenient ways to interact with their finance provider in order to get their query solved. Online and mobile banking have allowed customers to resolve many of their problems with a click, like for example, the disabling of lost credit cards. However, many issues remain too complex for a click-and-select (GUI) interface to handle, or too rare to warrant features to be added at the risk of unnecessarily cluttering the platform. Traditionally to resolve those issues, human customer service agents are needed, yet call centre operators are hardly known for their convenience or timeliness. This is where Conversational AI comes in, it is allowing banks to interact with their clients in more convenient ways, with human-like touch and machine efficiency.

Moreover, the rise of challenger banks where customers can access their data and accounts from easy-to-navigate interfaces is also putting pressure on traditional banks to deliver the same seamless omniplatform customer experience. Conversational AI like chatbots or virtual assistants can help banks not only reduce costs but provide this enhanced customer service. Considering the comparison between Conversational AI and call centre agents mentioned previously, in addition to being more efficient, customers will simply never have to “queue” to get through to a chatbot or a virtual agent. They are available 24/7 and, like other digital banking-enabled solutions, are only a click away. Not to mention that these technologies can also be leveraged for internal processes.

It has now become imperative for all banks to adopt AI solutions in order to guarantee customer satisfaction. Finance professionals should know about AI technologies and understand the importance of its implementation and how they can be utilised.

CFTE is, therefore, very pleased to present its course on ​Conversational AI in Banking​, imparted by expert Anna Maj, and curated through feedback from hundreds of industry experts worldwide. This course has been designed with a strong focus on actionable knowledge so that finance practitioners can benefit from a comprehensive understanding of conversational AI technologies in banking and start implementing them immediately.

Anna Maj brings 20 years of experience in driving and fostering banking and payments innovation in Europe, with a focus on CEE (PwC, Citigroup, T-Mobile, mBank). She has worked in both big incumbents banks and fintech startups. Her particular expertise lies in the field of innovative digital payment and financial solutions, acquired through her many strategy, innovation, and product management roles. Anna introduced one of the first online payment gateways in the CEMEA region, as well as the first digital wallet and mobile payment platform.

Currently, Anna Maj is building cooperation models between banks and Fintech startups, particularly in the field of the Conversational AI and Open Banking, making her expertise invaluable to this course. She is an expert at the European Innovation Council (EICAccelerator). Anna is also a Co-Author of the AI Book.

conversational AI, chatbots, voice assistant, short course, course, online course, conversational AI in Banking, senior lecturer, anna maj, fintech, payments, experts, new course,

“The future of the AI-fueled banking is happening in front of our eyes. Virtual assistants transform the way consumers interact with brands and services. Chatbots change the arrangement of touchpoints throughout the customer digital journey. Voice technologies may have an enormous inclusive power. Voice will deliver financial inclusion like never before, enabling millions of people to embark on the digital transformation. That’s why it is important to learn more about Conversational AI and jump into this bandwagon at the right time”

Anna Maj, Fintech & Payments Expert

Contributing experts who played a key role in the creation of this course are:

  • Grete Øvrebø, Head of Financial Services at Boost.ai. Oversees the implementation of Conversational AI platforms for Boost.ai’s financial services clients such as Santander or Nordea. Nominated for the Nordic Women in Tech Awards 2020.
  • Shankar Narayanan Srinivasan, Co-founder and COO of Active.ai. ​Develops and scales conversational AI solutions for financial institutions, such Visa or Axis Bank.
  • Giorgio Andreoli, Managing Director at Accenture & Adjunct Professor at LUISS Business School. ​Part of the Applied Intelligence global team at Accenture and led the production of the Accenture Digital report in the Power of Conversational Banking in 2017.

Despite the current systematic uncertainties, CFTE’s mission remains the same: to upskill learners and ensure that they are well-positioned to embrace FinTech 2.0. This specialisation is a reflection of our commitment to this goal. If you’re interested in learning more, ​register your interest here, or alternatively contact us at: [email protected]

Details on the course

This is a self-paced, fully online course. Upon the completion of each of the 4 chapters of the course, participants will receive a certificate. Regular pricing is placed at £150. Corporate deals are also available upon request.


About CFTE:

The Centre for Finance, Technology & Entrepreneurship (CFTE) is a global education platform that aims to equip financial professionals with the necessary skills to remain competitive in a rapidly changing industry. With offices in London, Singapore, Hong Kong and Abu Dhabi, CFTE partners with Fortune 500 companies to build their knowledge in Financial Technology, whilst simultaneously supporting their digital transformation process. In a tech world, we bet on people.

What’s next at CFTE:

Intrapreneurship:

Entrepreneurial mindsets and innovative thinking is often exclusively associated with the start-up world, but the need for proactive and innovating solutions is as important within big finance corporations. CFTE will be soon launching a course on Intrapreneurship to allow all finance professionals to leverage the power of entrepreneurial mindsets in their organizations. To stay updated on our newest course, email: [email protected]

Payments in Digital Finance:

Since the moment humans began trading and exchanging value, payments have existed. Payments are a fundamental pillar to our economy and carry unique social importance. In a digital era, technological innovations have radically transformed the way value is exchanged, and with it came new concerns on security and data privacy and changes in regulation. CFTE is in the works to create a new specialisation on all things on payments, providing content from top industry experts, for you and your skill progression. To stay updated on our newest course, email: [email protected]

Regtech and Compliance in Finance:

Regulatory technology has the power to provide efficiency gains for compliance and reporting functions. It will radically change market structure and supervision. CFTE’s Regtech Online Course provides an in-depth guide to the subject and is crafted by Worldwide industry experts: Douglas Arner (Professor in Law, University of Hong Kong and Academic Board Member, CFTE) and Janos Barberis (Head of Entrepreneurship, CFTE).


For any press communications, contact us at [email protected].

For more updates, follow us on LinkedinFacebook and Twitter.

To receive updates directly in your inbox, join our newsletter!

Latest posts: