The Use of Artificial Intelligence in Banking: Practical Applications and Strategic Implications

My name is Arkadiusz Skuza. Artificial Intelligence is transforming various industries, and the banking sector is poised to benefit significantly from its practical application. I have designed this workshop to equip procurement professionals with the knowledge and skills necessary to use AI tools and techniques in their daily work effectively. I will focus on specific, practical applications that lead to measurable savings, increased operational efficiency in various departments, and better risk management throughout the banking industry. The duration of the workshop ranges from 6 to 8 hours, and it is split into 2 days.
Arek Skuza Headshot
  1. Introduction
  2. Workshop Objectives
  3. Key Takeaways
  4. Training Agenda
  5. Block 1
  6. Block 2
  7. Additional Block
  8. Areas Discussed During the Case Study Workshops
  9. Detailed Schedule for the Workshop Day, Maximum Number of Hours
    1. Day 1
    2. Day 2
  10. Detailed Schedule for the Workshop Day with Limited Hours
    1. Day 1
    2. Day 2
  11. Workshop Format
  12. Speaker Profile
  13. Pricing Options

Workshop Objectives

    To introduce the issues of artificial intelligence and present its potential applications in the banking sector, with particular emphasis on finance, sales, management, projects, and administration. The training will take into account the varying levels of knowledge of the participants, offering both basic information and more advanced concepts, as well as a practical demonstration of how personal AI agents work.

Key Takeaways

  • Understanding basic concepts and trends in AI.
  • Identifying potential applications of AI in banking, including administration.
  • Recognizing the limitations of AI.
  • Assessing the impact of AI on bank strategy and operations.
  • Identifying key challenges and opportunities associated with AI implementation, including legal aspects.
  • Understanding the operation and capabilities of personal AI agents.
  • Familiarizing yourself with transcription platforms and examples of AI implementations in the financial industry.
  • Preparing to make strategic decisions about AI.

Training Agenda

Basic blocks and the possibility of extending to 8 hours of training.

(Block 1 – 3 hours)

  • Module 1: Introduction to AI (30 minutes)
    • What is AI and its main applications.
    • Main trends and directions of AI development.
    • What is AI not suitable for? What should you pay attention to in order to invest in AI appropriately?
  • Module 2: AI in Finance (1 hour)
    • Case Study 1: AI in credit risk analysis.
    • AI systems for risk prediction.
    • Applications of AI in fraud detection and portfolio management – presentation of tools and examples.
    • Automation of financial and back-office processes.
  • Module 3: AI in Sales and Administration (1 hour)
    • Case Study 2: AI in customer segmentation and marketing campaign optimization.
    • AI systems for predicting customer churn and sales.
    • Marketing and customer service automation (chatbots, virtual assistants).
    • Examples of AI in administration (self-service, AI agents).
  • Module 4: GDPR and AI Act (30 minutes)
    • Case Study 2: AI in customer segmentation and marketing campaign optimization.
    • Impact of GDPR on AI implementation.
    • Upcoming AI Act regulations – what they mean for banks.
    • Examples of AI in administration (self-service, AI agents).

(Block 2 – 3 hours)

  • Module 5: AI for Managers (45 minutes)
    • Supporting data-driven management decisions.
    • Optimizing processes and resources using artificial intelligence.
    • Talent management and employee development – how artificial intelligence helps onboard employees, develop their skills, and predict the risk of turnover.
  • Module 6: AI in Projects (45 minutes)
    • Case Study 3: AI in project process optimization.
    • AI systems supporting operational safety.
    • Project management using AI.
    • Task automation and progress monitoring.
  • Module 7: Demonstration of Personal AI Agents (1 hour)
    • Practical demonstration of the capabilities of the TypingMind platform (typingmind.com) and personal AI agents.
    • Discussion on potential applications in banking.

    (Additional Block – 2 hours)

  • Module 8: AI Technologies, Transcription, and Case Study (1.5 hours)
    • Overview of selected AI technologies.
    • Overview of platforms for transcribing customer meetings.
    • Case Study: CrediClub increased efficiency and scalability with Azure Cosmos DB, enabling them to handle a growing customer base and data.
  • Module 9: Additional materials, Q&A, and individual consultations (30 minutes)

Areas Discussed During the Case Study Workshops

  • Case Study 1: Fraud detection using AI.
  • Case Study 2: AI in customer segmentation and marketing campaign optimization.
  • Case Study 3: Automation of customer service processes using AI agents.

Detailed Schedule for the Workshop Day, Maximum Number of Hours

Day 1 (4 hours):

1:00 p.m. – 1:50 p.m.: Module 1: Introduction to AI (30 min) + Module 2: AI in Finance (Part 1 – 20 min)
1:50 p.m. – 2:00 p.m.: Break (10 min)
2:00 p.m. – 2:50 p.m.: Module 2: AI in Finance (part 2 – 50 min)
2:50 p.m. – 3:00 p.m.: Break (10 min)
3:00 p.m. – 3:50 p.m.: Module 3: AI in Sales and Administration (50 min)
3:50 p.m. – 4:00 p.m.: Break (10 min)
4:00 p.m. – 4:50 p.m.: Module 4: GDPR and AI Act (30 min) + Module 5: AI for Managers (Part 1 – 20 min)

Day 2 (4 hours):

1:00 p.m. – 1:50 p.m.: Module 5: AI for Managers (Part 2 – 30 min) + Module 6: AI in Projects (20 min)
1:50 p.m. – 2:00 p.m.: Break (10 min)
2:00 p.m. – 2:50 p.m.: Module 7: Demonstration of Personal AI Agents (50 min)
2:50 p.m. – 3:00 p.m.: Break (10 min)
3:00 p.m. – 3:50 p.m.: Module 8: AI Technologies, Transcription, and Case Study (50 min)
3:50 p.m. – 4:00 p.m.: Break (10 min)
4:00 p.m. – 5:00 p.m.: Module 9: Additional Materials, Q&A, and Individual Consultations (60 min)

Detailed Schedule for the Workshop Day with Limited Hours

Day 1: (3 hours and 20 minutes)

1:00 p.m. – 1:30 p.m.: Module 1: Introduction to AI (30 minutes)
1:30 p.m. – 2:30 p.m.: Module 2: AI in Finance (1 hour)
2:30 p.m. – 2:40 p.m.: Break (10 minutes)
2:40 p.m. – 3:40 p.m.: Module 3: AI in Sales and Administration (1 hour)
3:40 p.m. – 3:50 p.m.: Break (10 minutes)
3:50 p.m. – 4:20 p.m.: Module 4: GDPR and AI Act (30 minutes)

Day 2: (2 hours and 40 minutes)

1:00 p.m. – 1:45 p.m.: Module 5: AI for Managers (45 minutes)
1:45 p.m. – 2:30 p.m.: Module 6: AI in Projects (45 minutes)
2:30 p.m. – 2:40 p.m.: Break (10 minutes)
2:40 p.m. – 3:40 p.m.: Module 7: Demonstration of Personal AI Agents (1 hour)

Workshop Format

The workshops are conducted in a highly interactive manner, ensuring maximum engagement and learning effectiveness for participants. The training program is full of case studies and practical examples of tools, demonstrated through simulations and presentations. All classes are held online, allowing for convenient participation from any location using a camera and microphone. This format enables direct interaction with instructors and other participants, promoting the exchange of experiences and the expansion of knowledge in an interactive and dynamic way.

Speaker Profile

Arkadiusz (Arek) Skuza is an expert in artificial intelligence and data monetization, with over 20 years of experience in advising the management boards of European and American companies. As an advisor and implementer of AI strategy solutions, Arek specializes in using technology to increase business process efficiency, productivity, and sales and marketing. His achievements include generating savings of $13.3 million in AI-based projects, significantly shortening product development cycles, and improving sales figures by 500%.

Arek has worked or is working for the management boards and business line directors of companies such as Shell, Discovery, Ikea, Krishome, Allegro, Maspex, Benefit Systems, and Volkswagen.

Arek is a highly regarded trainer and speaker who has conducted over 160 lectures and workshops in Europe and the US on business model transformation and the use of AI. He is a lecturer at American and Polish MBA programs.

Arek was elected to the board of Tech Titans, actively engaging in the development of AI in the US state of Texas. His approach combines deep technical knowledge with a practical understanding of business needs, making him a unique expert in the field of AI and business innovation. Arek’s publications can be found athttps://arekskuza.com/the-innovation-blog/.

Pricing Options

  • 8-hour workshop: €3,000
  • 6-hour workshop: €2,800