Executive Summary
- Introduction to the role of Artificial Intelligence (AI) and Augmented Intelligence in enhancing customer relationship management.
- Purpose of AI workshops for subscribers focused on risk management and overall business improvement.
Objectives
1. To enhance the customer experience for both new and existing clients through AI integration.
2. To lower credit risk and improve data quality being reported by subscribers.
3. To increase customer engagement and business opportunities within targeted sectors, particularly in Trinidad and Barbados.
Market Analysis
A. Trinidad and Tobago
1. Overview of the business environment
2. Advantages of launching workshops:
- Proven success of previous seminars (high attendance and profitability)
- Established local connections and networks
- Larger and diverse market potential
- Absence of restrictive credit reporting legislation
3. Target audience:
- Real estate agents
- Construction sector professionals
- Property developers
4. PR Strategies:
- Utilize established relationships with Rolf’s group, Danny Guerra, and Natasha for promotional support and collaboration.
B. Barbados
1. Utilizing insights and feedback from Trinidad workshops to tailor seminars for local needs.
2. Focus areas:
- Strategies for managing credit risk for credit reporting service subscribers.
- KYC (Know Your Customer) processes and relationship management for existing clients.
3. Benefits of ChatGPT inclusion:
- Enhanced speed of credit application processing
- Improved follow-up efficiency
- Data-driven insights for customer interactions
Workshop Structure
A. Content Development
1. Curriculum design for AI workshops focusing on:
- Risk management
- Customer relationship enhancement
- Data management & analytics
2. Incorporating real-life case studies and best practices.
B. Delivery Format
1. Format options:
- In-person workshops
- Virtual sessions to expand reach
2. Engagement strategies to foster participant interaction and discussion.
3. Expert speakers and coaches from the AI, fintech, and risk management industries.
Marketing and Outreach Plan
A. Trinidad Marketing Strategy
1. Leverage local business networks and partnerships to attract attendees.
2. Strong online marketing campaign utilizing social media, email marketing, and webinars.
3. Incentives for early registration or referrals to increase participation.
B. Barbados Marketing Strategy
1. Utilize feedback from Trinidad workshops to target messaging effectively.
2. Partnership with local businesses and influencers to promote the workshops.
3. Highlight success stories from Trinidad to encourage uptake.
Implementation Timeline
***To be determined as a team
Measurement and Evaluation
A. Key Performance Indicators (KPIs)
- Attendance rates
- Participant feedback and satisfaction scores
- Impact on customer relationship metrics post-participation
- New business opportunities generated post-workshops
B. Continuous Improvement Process
- Collect and analyze feedback regularly
- Modify program offerings based on participant needs and industry trends to ensure relevance and effectiveness.