Conversational AI for Finance & Banking

CDI Learning for Business is the World Leader in the development and delivery of conversational AI training courses for the financial services industry.

By training your UX, Customer Services, and IT teams to develop and optimize AI technologies, such as chatbots and digital voice assistants, you benefit from the following:

Increased metrics such as customer engagement and customer satisfaction
Easily implemented AI technologies that protect your reputation and relationships
Improved productivity and efficiency of customer support teams
Trained teams to implement new AI technologies which can handle enquiries 24/7

Talk to our experts about upskilling your teams in conversational design.

RMIT's College of Vocational Education and Conversation Design Institute (CDI) deliver jointly accredited conversational AI skills programmes to Australian learners

RMIT University's College of Vocational Education and the Conversation Design Institute (CDI) have partnered to provide a unique programme that provides reskilling and upskilling for roles in the growing conversational AI industry.

RMIT is Australia's leading global university of design, technology, and enterprise with a track record for providing practical education for emerging technologies that shape the future of work.

CDI is the world's leading training and certifier for people in conversational AI and expert in the standards that create human-centric conversational AI.

Challenge: ABN Amro worked on its banking chatbot for more
than a year. The team focused on technology but couldn’t
unlock the potential of this technology and translate the
potential into business goals.

Solution: ABN Amro enrolled its entire copywriting team in the Learning for Business and started working with some Conversation Design Institute experts on-site.

Results: A hands-on approach of continuous improvement saw a jump in both recognition of user intent and the accuracy of answers given. The bottleneck of getting a huge amount of content to a disparate user group was solved by making the dialogues easy to navigate, improving the database of utterances, and merging or smartly combining answers.

Challenge: Vodafone has chatbots and voice assistants deployed in multiple countries and languages. Across these markets, it wants to communicate the same brand values and use the same AI Assistant: TOBi. But how do you implement a design strategy on this scale?

Solution: Vodafone enrolled more than 100 designers from different markets into the Conversational Academy.

Results: Vodafone has 100 certified conversation designers working towards automating 1 million live engagements per day. Having a solid workflow and clear responsibilities within the team makes it easy to recruit, hire, and onboard new team members.

Build winning conversational AI teams

At CDI Learning for Business, our Internationally recognised training packages will help your business maximise the benefits of effective conversational design within your chatbots and digital voice assistants.

Our range of courses ensures that your teams:

	Can plan and develop the right conversational design strategy & future-proof AI assistants to support your business objectives
	Understand how AI can improve NPS Scores across customer service teams
	Can use conversation design to reduce costs and deliver a higher-quality service across all areas of your business
	Can offer a career path for knowledgeable customer service representatives by upskilling them through conversation design

Find out more about our training packages

Where is conversational AI used?

Conversational AI is used to reduce customer service costs through chatbots and voice assistants to give customers the best answer possible, 24/7.

Should a customer need more help, the assistant can create a support ticket and assure the customer that their query will soon be addressed by a real person.

By using natural, customer-focused language automated conversations can deliver a great experience and increase customer satisfaction and retention.