GROUP TRAINING

Duration: 2.5 hours
Format: Interactive and reflective workshop (in-person or virtual)
Target audience: Executives, managers, and change leaders in brokerage firms 

Artificial intelligence is reshaping the brokerage industry — not as a trend, but as a strategic advantage. This training helps leaders and managers understand how AI can enhance performance, improve client experience, and strengthen decision-making within their organization.

By the end of this session, participants will be able to:  

• Understand the role of AI and its impact on your operations.
• Assess and prioritize AI use cases using a clear, practical selection framework. 
• Develop an AI governance charter tailored to your organization's reality.
• Plan a realistic, measurable AI pilot project.
• Identify the tools best aligned with your business objectives.