Courses · three tiers · first tier free
AI for Fintech Sales
A practical course for people who sell payments, lending and other financial products to businesses. You'll work in Claude, Anthropic's AI assistant, and learn to research accounts, write outreach that uses only approved claims, answer questionnaires from an answer library, and build business cases a finance team can follow. Every play keeps the same habit: Claude drafts, you verify, the right person approves.
For: Account executives, sales development reps, and partnership and business development managers at fintech companies.
- Lessons
- 13
- Videos
- 3
- Time
- About 3 hr
By the end, you'll be able to
- Decide which prospect and deal information can go into an AI tool and what must stay out
- Turn public sources into an account brief, a set of hypotheses and discovery questions you can check
- Write outreach, follow-ups and proposals that use only approved claims and reach compliance ready for review
- Answer RFPs and security questionnaires from an answer library, with a source for every answer and an owner for every gap
- Build a business case, a product and pricing project and a weekly pipeline brief that your team can reuse
Tier 1Start
FreeWhere AI fits in a seller's week, the data rules for prospect and deal information, and your first three prompts.
Tier 2Pipeline
US$13.30Account research, compliant outreach, discovery calls, objections and battle cards, and a shared product and pricing project.
- 05Video: A research brief and a compliant sequence, start to finish7 min
- 06Account research and prospect briefs12 min
- 07Outreach that passes compliance first time12 min
- 08Discovery calls: prepare, rehearse, follow up12 min
- 09Objections and battle cards12 min
- 10Your sales project: a product and pricing desk12 min
Tier 3Close
US$23.21 · 15% offQuestionnaires, business cases, proposals and partner deals, then the connectors, skills and scheduled brief that make the week repeatable, plus the final quiz.