AI in Banking: Build Your Own Smart Assistant – A Hands-On Workshop (with certificate)

This workshop empowers banking professionals, developers and AI enthusiasts to build AI-powered smart assistants using Alibaba Qwen, Poe.com (for prompt optimization and context engineering), xAI’s Grok 3 with DeepSearch and Workspace for tasks like customer query resolution and financial analysis.

About this course

What to learn in this workshop?

Through hands-on labs and collaborative group exercises, participants will design functional prototypes that tackle the financial sector’s growing demand for operational efficiency and personalized services – tailored to the unique needs of Hong Kong’s dynamic market.

The curriculum combines theory (20%), immersive hands-on labs (60%) and collaborative exercises (20%) to engage a diverse range of learners. Comprehensive learning materials (including code templates and datasets) support beginners while offering scalable challenges for advanced users. By harnessing elibaba Qwen’s advanced generative AI, Poe.com’s powerful optimization tools and Grok 3’s dynamic real-time data, participants will acquire practical, future-ready skills to drive innovation in banking – keeping pace with global trend in AI adoption.

Workshop Objectives

• Understand AI applications in banking, focusing on smart assistants
• Learn to optimize prompts and engineer context using Poe.com
• Utilize Alibaba Qwen to develop conversational AI for banking tasks
• Leverage xAI’s Grok 3 with DeepSearch for real-time financial data integration
• Build and deploy an AI assistant collaboratively using Grok 3’s Workspace
• Address ethical considerations in deploying AI for banking

Learning Outcome

By the end of the Workshop, participants could:

• Craft optimized prompts and contexts using Poe.com for banking scenarios
• Develop a conversational AI assistant using Alibaba Qwen for customer queries
• Integrate real-time financial data into an AI assistant using Grok 3’s DeepSearch
• Deploy a collaborative AI assistant prototype in Workspace
• Evaluate the assistant’s performance for banking use cases
• Identify ethical challenges (e.g. bias, privacy) in banking AI deployment

Workshop Agenda

Session 1: AI in Banking and Prompt Optimization with Poe.com

Objective: Understand AI’s role in banking and master prompt optimization using Poe.com

Key Topics:

• AI applications: customer service, fraud detection, financial insights
• Poe.com for prompt optimization and context engineering
• Crafting banking-specific prompts (e.g. loan inquiries)

Session 2: Building a Conversational AI Assistant with Alibaba Qwen and Grok 3

Objective: Develop a banking-focused AI assistant using Alibaba Qwen and Grok 3’s DeepSearch

Key Topics:

• Alibaba Qwen’s generative AI for conversational banking tasks
• Grok 3’s DeepSearch for real-time financial data (e.g. market trends from X)
• Integrating Qwen and Grok 3 for a cohesive assistant

Session 3: Collaborative Deployment with Grok 3’s Workspace

Objective: Deploy an AI assistant collaboratively using Workspace

Key Topics:

• Workspace for team-based AI development and testing
• Refining Qwen-based assistants with Poe.com-optimized prompts
• Ethical considerations: bias, privacy and compliance in banking AI

Workshop Information & Fees:

Date: 10 September 2025

Time: 9:15am -1:15pm (Call time: 09:00am)

Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3

Format: Lecture + Hands-on Exercises +Group Discussion

Target Audience: Banking professionals, developers and AI enthusiasts

Language: English / Cantonese

Speakers:
Mr. Andy, Chi Kwong Lam, Director, Developer and Instructor, IHASHING ACADEMY

Mr. Aaron Tsang, Trainer of IHASHING ACADEMY
Mr. William Sin, Trainer of IHASHING ACADEMY
Mr. Joe Man, Full Stack Developer of IHASHING ACADEMY

Remarks: Participant are required to bring their laptop for attending the workshops

Fee:
*Early bird price:
- HK$1,200 per head (with early bird code: ABSU250910AM)
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.

COURSE DETAIL

AI & Cybersecurity

10 Sep 2025, 0915 - 1315

HK$1500 (Early Bird HK$1200)

Banking professionals, developers and AI enthusiasts

ENROLL

Deadline: 03 Sep 2025

training@cyberport.hk

COURSE DETAIL

AI & Cybersecurity

10 Sep 2025, 0915 - 1315

HK$1500 (Early Bird HK$1200)

Banking professionals, developers and AI enthusiasts

ENROLL

Deadline: 03 Sep 2025

training@cyberport.hk

By the end of this course, you will learn:

Design optimized prompts using Opti-Prompt to enhance AI model performance.

Retrieve and analyze real-time financial data using Grok 3’s DeepSearch mode.

Build a functional AI assistant for banking tasks, such as answering customer queries.

Assess the effectiveness of their AI assistant in addressing banking use cases.

Identify ethical and practical considerations for deploying AI in banking.

Evaluate the performance and limitations of AI assistants in real-world banking scenarios

Spearkers

Mr. Andy, Chi Kwong Lam

Director, Developer and Instructor, IHASHING ACADEMY

Andy Lam is a seasoned FinTech and blockchain educator with over 20 years of industry experience and 8+ years specializing in Web3 technologies. Holding a Master’s degree in Computer Science, Andy is a leading contributor to the Signum Network and an expert in DeFi, Real-World Assets (RWA), and NFTs. As an Australia Global Talent Nominee in FinTech and Blockchain, Andy has delivered training across major platforms including HKU, OUHK LiPACE, and the Hong Kong Federation of Trade Unions. His practical, innovation-driven approach to blockchain education has earned widespread recognition, including accolades from BusinessFocus and the TQUK Excellence Awards. With a strong commitment to accessible and future-ready tech training, Andy equips learners with hands-on skills and credentials that open doors to international opportunities.

Mr. Aaron Tsang

Trainer of IHASHING ACADEMY

Aaron Tsang is a seasoned expert in Compliance and Control, with over 15 years of dedicated experience in the financial regulatory sector. As a Certified Anti-Money Laundering Specialist (CAMS) and Certified AML Professional (CAMLP), Aaron possesses deep expertise in AML, KYC, Internal Control, and Regulatory Compliance. As a board advisor to licensed financial institutions, he’s guided strategic compliance decisions and overseen 50+ successful licensing applications. Aaron also advises Virtual Asset Service Providers and digital asset firms, bridging traditional and digital finance. His practical, forward-looking approach makes him a trusted trainer and consultant, equipping professionals with the knowledge to meet evolving industry standards. Renowned for his clarity and depth, Aaron delivers targeted training that empowers teams to navigate complex regulatory frameworks with confidence.

Mr. William Sin

Trainer of IHASHING ACADEMY

William Sin is a blockchain and fintech expert with extensive education and training in the field. He completed a course in Digital Transformation, covering AI, IoT, cloud, blockchain, and cybersecurity at the Massachusetts Institute of Technology, and earned a Professional Certificate in Blockchain from the University of California, Berkeley. Also, he holds a Professional Certificate in Fintech from the University of Hong Kong and a Bachelor of Business Administration from the University of Management and Technology. William's contributions to the sector have been recognized with several awards, including the Most Outstanding Blockchain & Web3 Solutions at the HKCT BUSINESS AWARDS 2023 and the BusinessFocus Excellence Awards in Blockchain Solutions & Web3 Education.
As a certified educator registered with EDB, William has delivered specialized blockchain courses for legal and financial professionals, and he is a regular speaker and lecturer at major industry events. His expertise and forward-thinking approach make him a leading figure in blockchain education, equipping professionals with the skills necessary to thrive in the digital economy.

Mr. Joe Man

Full Stack Developer of IHASHING ACADEMY

Joe Man is an innovative Full Stack Developer with a robust background in blockchain technology, specializing in the development of decentralized applications (dApps). Holding a MicroMaster in A.I. & Programming from Tecky Academy and a Bachelor's degree in Industrial Engineering and Engineering Management from City University of Hong Kong, Joe has been instrumental in advancing blockchain initiatives. At iHashing Technology Co., Ltd, he led the development and maintenance of various dApps and played a key role in the successful completion of the TVP and DTSPP projects in Hong Kong. Joe has contributed to notable blockchain projects such as IHOST, a comprehensive tool for building on the eco-friendly Signum blockchain, and Bettermi.io, a Web3 lifestyle and loyalty dApp that rewards users for fitness activities on the green Signum Network.