Who it's for: All financial professionals, including people/change leaders.

The problem it solves: Many professionals lack the baseline skills to use AI securely and effectively. Without foundational training, organizations risk misuse, inefficiency, and compliance breaches.  

The benefit it brings: Builds organization-wide confidence, ensures compliant use, and creates a shared language for AI – enabling faster adoption and smarter collaboration across teams.

Who it's for: ExCo, department heads, regional directors.

The problem it solves: Financial services leaders are failing to seize AI’s potential while also maintaining governance and proving clear ROI. 

The benefit it brings: Strategic insight to ensure leaders can balance AI adoption and innovation with compliance, while demonstrating business value.

Who it's for: Relationship managers, claims handlers, underwriters.

The problem it solves: Time-poor, admin-heavy workloads restrict the ability to gain insight from data, build relationships, and spot opportunities.

The benefit it brings: Understand the optimal deployment of AI, streamlining routine tasks, freeing up capacity to strengthen relationships, and extract meaningful information from data analysis.   

Who it's for: IT and data teams

The problem it solves: Teams are under pressure to drive Agent adoption while burdened with routine workloads, limiting capacity to unlock the full potential of AI.

The benefit it brings: Let AI do the heavy lifting on manual workloads , allowing capacity to focus on delivering insights and solving business challenges.

Who it's for: Risk and compliance, internal audit, regulatory affairs

The problem it solves: Supporting AI adoption while ensuring tech use meets frameworks, setting guardrails and demonstrate transparency in decision making.

The benefit it brings: AI governance‑by‑design reduces errors, ensures compliance, and applies controls to safeguard trust and compliance.