Tasks that used to take a full day are now automated in minutes, saving tens of thousands of dollars.
John Habib
Director of Content Strategy, Diligent
Free 5-Day Live Cohort • Financial Services edition • 50 Seats Only
Build AI agents that make financial marketing faster, compliant, and more efficient
Opal U is a live 5-day cohort exclusively for senior marketing and digital leaders in fnancial services. In five days, you'll build three AI agents tailord to your industry, including a content compliance agent, earn your AI expert certification, and save 10+ hours a week.
100% free. No credit card. No upsells.
2,500 professionals trained
Mehr als 9.000 Unternehmen und Millionen zufriedener Kunden vertrauen auf unsere Lösungen
Financial services marketing is uniquely complex
Compliance bottlenecks, legacy systems, siloed data. Every delayed campaign and manual approval cycle has a cost. This cohort is built for the reality you operate in.
- Compliance slows everything: Manual review cycles delay campaign launches and increase regulatory risk. You need governance built in, not bolted on.
- Legacy systems hold you back: Dev bottlenecks delay time-sensitive content updates. Fragmented infrastructure makes consistent digital experiences nearly impossible.
- Personalization is out of reach: Generic experiences drive drop-off in high-value journeys. Siloed data makes it hard to deliver the right offer to the right customer.
The common thread? Marketing operations and efficiency. In five days, you'll build AI agents that tackle these problems directly, saving time, cutting costs, and scaling what works.
Meet your coach
I've trained 2,500+ marketing professionals across industries, and now bringing that expertise to financial services, with agents and use cases built specifically for the compliance, governance, and scale challenges your team faces.
What I care about: Creating a safe and fun space to learn that allows you to ship incredibly useful AI agents that change your career!
- 20% of graduates secure promotions or new jobs
- Trained 2,500+ marketing professionals
- Built enterprise training for KAYAK, Xero, HubSpot and Klaviyo
- Former marketing agency owner and growth lead at four acquired startups
What you'll build in 5 days
No theory. No fluff. Just 3 working agents that save you real time starting Monday morning.
Agent #1
Your first agent automates compliance review of regulated marketing content. Most students save 3-5 hours per week with this one alone.
Example: Review campaign copy for required disclosures, flag governance risks, and route to approvals
automatically
Agent #2
A more complex workflow that connects multiple steps across your content operation. This is where
students have their "holy s***" moment.
Example: Generate content variants for credit cards, mortgages, and savings accounts from a single brief, in minutes
Agent #3
Your custom agent tailored to YOUR biggest bottleneck. This is what you'll demo on Friday and take
back to your team.
Example: AEO/GEO content visibility audit, personalized offer generator, or conversion drop-off analyzer across loan journeys
AND IT DOESN'T STOP THERE
Agent #3 is entirely yours.
The three use cases give you a strong foundation. But every financial services team has a different bottleneck. On Day 4, you'll build the agent that solves yours specifically. You'll demo it on Friday. Your team will use it on Monday.
Your 5-day journey
1 hour live per day + 1 hour building. That's it.
-
Ideate & prioritize
Map your biggest operational bottlenecks and decide what to automate first, whether that's
compliance review, content production, or customer journeys. -
Prompt engineering that actually works
Learn five techniques for high-quality outputs and build your first agent: the Content Compliance
Agent. -
Planning + context
Feed your brand guidelines, regulatory requirements, and product context into agents. Build your
Content Operations Workflow Agent. -
Tools + evaluations
Connect agents to real data and compliance systems. Set up quality checks. Build your custom
bottleneck-solving agent. -
Demo day 🎉
Show off your builds alongside peers from across the financial services industry. Join the graduate
community with ongoing weekly office hours.
Is this for you?
You don't need to be technical. If you can write an email, you can build an AI agent.
PERFECT FOR YOU IF...
- You're a senior marketing, content, or digital leader at a bank, insurer, or wealth management
firm - You're expected to do more with less, and compliance makes it even harder
- You want to build real AI tools, not just attend another webinar
- You can commit to five days of focused, hands-on work
NOT FOR YOU IF...
- You're looking for theory without execution
- You want a badge without building anything
- You can't commit to the live sessions
- You're in the early stages of your career (this is built for senior leaders)
Become a certified AI expert
Join the waitlist, cohorts kick off every Monday. Walk out with 3 agents that save you 10+ hours every week!
✓ 50 Seats Only
Frequently asked questions
While Opal is built by Optimizely and our customers get priority access, this cohort is open to any senior marketer. You'll learn principles and techniques that work with any AI platform.
The cohort runs for 5 days, with live sessions daily from 1-2pm ET. We recommend setting aside an additional hour for building your agents. Total: 2 hours/day for 5 days.
None. This is built for marketing and digital leaders, not developers. If you can write an email, you can build
an agent.
Yes. 100% free. No credit card required. No upsells. We're making a bet that if we teach you to build great AI agents, you'll see the value of the Optimizely platform. That's it.
Yes. This cohort is designed exclusively for financial services leaders. The agents you build, the use cases
covered, and the peer cohort are all tailored to the FinServ context.
You keep your agents, receive free Opal credits, earn your AI expert certification, and join the graduate
community with ongoing weekly office hours.
Senior marketing and digital leaders from across the financial services industry, including banks, insurers,
wealth management firms, and fintechs. The cohort is capped at 50 participants to keep sessions focused
and interactive.
Ready to build AI agents that make financial marketing faster and more efficient?
Opal U by Optimizely • 100% free • Financial Services Edition