AI + Social Media: Leadership and Sale Strategies for the New Era in Finance and Insurance Module 2: Innovative Sales & Service Transformation in Finance

Aim:

To transform traditional financial sales approaches by integrating design thinking, generative AI, and digital innovation for customer-centric solutions.

Course Outline:

1.    Shift from product-centric to customer-centric sales strategies.

2.    Apply Design Thinking (4D Model) to develop innovative financial products/services.

3.    Use GenAI and digital tools to brainstorm and prototype sales ideas.

4.    Participate in interactive workshops to practice AI-enhanced sales pitches.

5.    Learn how to leverage digital platforms for seamless client onboarding and engagement.