What to learn in this workshop?
As generative AI reshapes the marketing landscape, it is no longer a question of if financial institutions should adopt this technology, but how they can do so effectively, securely, and with a clear return on investment. This session moves beyond basic theory to provide a strategic playbook for integrating AI into marketing workflows. Participants will learn how to leverage generative AI to enhance campaign strategy, ensure brand and regulatory compliance, automate content creation, and design AI-powered systems to lead their teams into a new era of marketing efficiency and personalization.
Workshop Objectives
This workshop is designed to equip financial marketing leaders with the knowledge to:
• Understand the strategic impact of generative AI on financial marketing, including its potential for ROI and competitive advantage
• Develop frameworks for creating and managing compliant, on-brand AI prompt libraries for their teams
• Learn to automate and optimize marketing campaign workflows by integrating AI with existing CRM and analytics platforms
• Design an AI-powered marketing engine using no-code principles to support content generation, testing, and performance analysis
• Evaluate the security, privacy, and regulatory implications of using AI tools with sensitive company and customer data
Workshop Approach
The workshop will employ a dynamic and interactive teaching approach that combines expert instruction with practical application. The methodology includes:
• Expert-Led Instruction: Foundational concepts and strategic frameworks will be delivered by an industry expert
• Case Study Analysis: Real-world examples from financial institutions will be used to illustrate the successful implementation of AI in marketing
• Group Discussions: Peer-to-peer discussions will allow participants to share challenges and strategic approaches
• Hands-On Labs: Participants will engage in practical exercises, such as designing an AI workflow map and creating a strategic prompt guide
Learning Outcome
Upon completing this workshop, participants will be able to:
• Formulate a strategy for integrating generative AI into their team’s marketing functions
• Create a "Prompt Style Guide" to ensure all AI-generated content is compliant and aligned with the company’s brand voice
• Design a complete, automated workflow for a marketing campaign, from brief to performance summary
• Confidently assess different AI tools and platforms to determine their suitability for specific marketing tasks
• Lead their teams in adopting AI technologies responsibly, with a clear understanding of the associated risks and best practices
Workshop Agenda
Session 1: Introduction to Generative AI in Financial Marketing
• What is Generative AI and how it applies to marketing in finance
• Use cases: email campaigns, ad copy, customer segmentation
• Overview of tools and hands-on activities
Session 2: Prompt Engineering for Financial Messaging
• Writing effective prompts for marketing content
• Ensuring clarity, compliance, and personalization
• Prompt templates for emails, ads, landing pages, and hands-on activities
Session 3: Automating Campaign Workflows with AI
• Using AI to generate and A/B test campaign content
• Automating performance summaries and customer feedback analysis
• Integrating AI with CRM and analytics platforms, and hands-on activities
Session 4: Build Your Own AI Marketing Assistant
• Designing an assistant for campaign support
Workshop Information & Fees:
Date: 10 September 2025
Time: 2:00pm-6:00pm (Call time: 01:45pm)
Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3
Format: Lecture + Hands-on Exercises + Group Discussion
Target Audience: Marketers
Language: English / Cantonese
Speaker: Mr. Jacky Chan, CTO of Votee AI
Remarks:
Participant are required to bring their laptop for attending the workshopsFee:
*Early bird price:
-
HK$1,200 per head (with early bird code: ABSU250910PM)
Promotion Period: This offer is valid from now until 27 August 2025.
*Regular price:
-
HK$1,500 per head.
*Cyberport Community Start-ups, including Cyberport current incubatees, current CCMF grantees, and Cyberport alumni. The individuals are required to pay 100% of the training fee in advance and reimburse 75% of the training fee from Cyberport through the following two funding schemes upon successful completion of the training (MUST NOT be absent or late for more than 15 minutes per module):
1. Incubation Programme for Smart Living Start-ups (CLP-SLS): please refer to the Guides and Notes for reimbursement requirements, process and details at
https://bit.ly/4n2Gh1r; or
2. Market Development Support Scheme (MDSS): please visit MDSS official webpage for funding application, and details at https://www.cyberport.hk/en/entrepreneurship/
overseas_mainland_market_development_support_scheme_mdss/
2.1 To apply for reimbursement of 75% of the training fee under the Market Development Support Scheme (MDSS), applicants must submit their application at least seven (7) working days before the commencement date of the workshop
*All monies collected will be used for Cyberport’s public mission start-up events and activities.
Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes
AI & Cybersecurity
10 Sep 2025, 1400 - 1800
HK$1500 (Early Bird HK$1200)
Marketers in financial sectors
