IIM Indore’s Executive Certificate Programme in AI Leadership for Banking and Financial Services

Module 4: Transforming Customer Experience with AI

• Reimagining end-to-end customer journeys using GenAI

• AI-powered omnichannel customer experiences

• Conversational banking & intelligent virtual assistants

• Service automation with human escalation

• Customer trust, transparency & responsible automation

• Designing seamless AI-enabled customer experiences

Module 5: Customer Intelligence & Growth with AI

• Customer intelligence using AI & predictive analytics

• Customer segmentation & propensity modelling

• AI-driven Next Best Offer & Recommendation Engines

• Customer Lifetime Value optimisation

• Churn prediction & proactive retention strategies

• Relationship intelligence for RM & sales teams

Module 6: Sales, Distribution and Service Excellence with AI

• AI copilots for Relationship Managers & Advisors

• Intelligent lead prioritisation & opportunity scoring

• AI-assisted advisory & sales conversations

• Optimising branch, channel & distribution performance

• AI-enabled customer servicing & faster issue resolution

• Revenue acceleration through AI-powered sales enablement

• Generative AI use case for sales, distribution, and service transformation

Module 7: Lending & Credit Transformation with AI

• Evolution of AI-enabled lending ecosystems

• Alternative data & AI-driven credit assessment

• Intelligent underwriting & GenAI-assisted credit memo generation

• Continuous credit portfolio monitoring

• Explainable AI for lending decisions

• Responsible lending, financial inclusion & bias mitigation

• Executive use case: AI-powered lending transformation

Module 8: AI for Fraud, Financial Crime & Risk

• AI-powered fraud detection, compliance & anomaly identification

• AML, KYC, and financial-crime intelligence using AI

• Agentic AI for continuous risk monitoring

• AI-powered insurance claims intelligence

• ESG & Climate Risk monitoring using AI

• Early-warning systems & predictive risk alerts

• Executive use case

Module 9: Enterprise Risk & Operational Resilience in the AI Era

• Enterprise AI risk landscape

• Model Risk Management (MRM)

• Operational resilience in AI-enabled enterprises

• AI model monitoring & drift management

• Managing unintended AI consequences

• Building resilient AI-powered financial institutions

Module 10: AI Products & Innovation in Financial Services

• Designing AI-native financial products

• AI Product lifecycle management

• Product-Market Fit for AI-enabled financial products

• Open Finance & Embedded Finance ecosystems

• Platform business models & ecosystem partnerships

• Scaling AI-enabled product innovation

Module 11: Human-AI Collaboration and Agentic Operations

• Human-AI collaboration models for BFSI

• AI copilots for knowledge workers & executives

• Agentic workflows across banking & insurance operations

• Intelligent process redesign & automation

• Human-in-the-loop governance & decision oversight

• Measuring AI adoption, productivity & workforce impact

• Building AI-ready teams & future workforce capabilities

Module 12: AI Transformation Strategy

• Assessing AI maturity across Banking, Insurance & Financial Services

• Defining AI vision & strategic priorities

• Prioritising AI opportunities across lending, payments, servicing & operations

• Build-Buy-Partner decision frameworks

• AI investment planning & capital allocation

• Creating sustainable competitive advantage through AI

Module 13: AI Operating Models & Enterprise Adoption

• Designing AI operating models for financial institutions

• AI centres of excellence

• Talent, capability & organisational design

• AI delivery governance & execution frameworks

• Scaling AI across lending, risk, operations & customer functions

• Enterprise AI adoption playbook

Module 14: AI Economics & Value Measurement

• Building AI business cases for banking, insurance & financial services

• AI Economics & Total Cost of Ownership (TCO)

• Measuring AI adoption & productivity gains

• Value realisation & executive dashboards

• Vendor & platform evaluation frameworks

• Communicating AI value to Boards & CXOs

Module 15: AI Governance, Responsible AI & Regulatory Readiness

• Responsible AI principles & governance frameworks

• RBI AI/ML guidance & supervisory expectations

• DPDP Act 2023 implications for AI

• SEBI & IRDAI AI governance expectations

• Model Risk Management, explainability & auditability

• Building customer trust through responsible AI

Module 16: Cybersecurity, Trust & Secure AI Adoption

• AI-specific cyber-threat landscape

• Securing enterprise AI systems & models

• Identity, access & privileged AI controls

• Third-party AI & supply-chain risk

• Cyber resilience in AI-enabled enterprises

• Building trusted AI ecosystems

Module 17: Leading AI Transformation & Change

• Leading AI transformation across banks, insurers & financial institutions

• Executive sponsorship & stakeholder alignment

• Building AI-ready culture & workforce

• Managing resistance & driving adoption

• Cross-functional collaboration & governance

• Measuring transformation success & organisational impact

Module 18: Scaling AI Across Banking, Insurance & Financial Services

• Scaling AI across lending, servicing & operations

• AI transformation across branches, digital & contact centres

• Enterprise AI adoption across risk, compliance & finance

• Measuring AI value across business functions

• AI governance for large-scale transformation

• Building AI-first financial institutions

Module 19: Future of Banking and Financial Services: Agentic Enterprises & AI-Native Business Models

• AI-native financial institutions

• Agentic Banking & autonomous financial services

• Multi-agent enterprise ecosystems

• Emerging AI-enabled business models

• Competitive disruption & strategic scenarios

• The future of BFSI over the next decade

• Assessing AI transformation opportunities across the BFSI value chain

• AI opportunity prioritisation

• GenAI/Agentic solution blueprint

• AI operating model & implementation roadmap

• Business case, value measurement & governance plan

As an IIM Indore AI course for banking, it's built specifically for BFSI functions rather than generic AI upskilling. It's a focused AI leadership course in banking that connects customer growth, risk intelligence, operations, product innovation and enterprise transformation, and closes the gap the RBI itself has flagged: only ~21% of surveyed Indian banks are currently implementing or developing AI solutions, while 81% of financial services firms globally are already adopting AI at some level.

This is an AI course for banking professionals in India working across Banking, Insurance, NBFCs, Wealth & Asset Management, Investment Banking, Capital Markets, FinTech, Payments, Lending, InsurTech or Regulatory Institutions. It also works well as an AI course for fintech professionals in functions like Risk, Fraud, Operations, Customer Experience, Product, Analytics, Strategy & Transformation, Technology or Compliance who want to lead AI-driven initiatives rather than just use AI tools.

Yes. It's designed as a banking programme for professionals at different career stages, whether you're establishing domain expertise or preparing for a leadership mandate. It also works as an AI course for banking managers and senior professionals who understand their industry well but want a credentialed, non-technical understanding of how AI, GenAI and Agentic AI create value in BFSI.

As a comprehensive BFSI course in India, it spans 8 pillars and 19 modules: AI Foundations for BFSI Leaders, AI-Powered Customer Growth & Experience, AI/GenAI/Agentic Risk Transformation, AI-Powered Products, AI Strategy & Operating Models, Responsible AI & Governance, Leadership & Enterprise Transformation, and a capstone AI Transformation Blueprint. It's a well-rounded AI in BFSI course India, covering everything from credit and fraud to RBI/SEBI/IRDAI governance expectations and the DPDP Act 2023.

Yes, extensively. As generative AI for banking professionals, it covers conversational banking, AI copilots for RMs and advisors, GenAI-assisted credit memo generation, and customer intelligence. As agentic AI for financial services, it covers agentic workflows in banking and insurance operations, continuous risk monitoring, multi-agent enterprise ecosystems, and the future of "agentic banking" and AI-native business models.

Participants get guided exposure to 5+ industry-relevant AI tools and platforms across BFSI use cases and prompt engineering, executive communication and strategic decision support, AI workflow and agent orchestration, customer lifecycle intelligence, data-driven decision-making, and process automation. Tools referenced are free versions used for educational and illustrative purposes, and the exact lineup is finalised closer to the programme start.

Unlike a generic AI for banking and insurance course India, this one is built entirely around BFSI functions, not a repurposed general-AI syllabus. It's delivered by IIM Indore faculty (pre-recorded modules) plus live workshops by industry experts, includes 3 mini-projects mirroring real BFSI scenarios (customer growth, fraud/risk intelligence, AI investment prioritisation), and culminates in a capstone AI Transformation Blueprint rather than a generic project.

1. AI Strategy Simulation for BFSI Leaders

   — developing and defending an AI transformation strategy, including use-case prioritisation and build-buy-partner decisions.

2. Executive Decision-Making with GenAI & Agentic AI

   — making high-impact decisions using AI-generated insights, scenario planning, and risk-reward trade-off analysis.

3. Executive Presence, Influence & AI Transformation Storytelling

   — communicating and championing AI initiatives to senior stakeholders through data storytelling and executive presence.

Yes. As an India executive certificate in AI banking, it comes from a Triple Crown-accredited institute (EQUIS, AACSB, AMBA) ranked 62nd globally and 2nd in India in the FT Executive Education 2026 rankings. Completion also opens the door to IIM Indore Executive Education Alumni status (separate registration and fee apply), giving access to a broader professional network.

The programme fee is INR 1,30,000 + GST + online processing fee. Instalment payment options are available (additional convenience charges apply); reach out to a programme advisor for details. Admissions are first-come, first-served, and the programme starts on 22 December, 2026.

To successfully complete the programme and receive a digital certificate of completion, participants must meet all of the following criteria: watch the asynchronous content according to their self-paced schedule, view at least 50% of the asynchronous content, attend at least 50% of the live/master classes and score a minimum of 70% in the required assignments. Meeting all of these requirements in full is mandatory for certification.