Opal U is a live 5-day cohort exclusively for senior marketing and digital leaders in financial services. In five days, you'll build three AI agents tailored to your industry, including a content compliance agent, earn your AI expert certification, and save 10+ hours a week.
Free 5-Day Live Cohort • Financial Services edition • 50 Seats Only
Build AI agents that make financial marketing faster, compliant, and more efficient
Trusted by financial services organizations worldwide
ebay
Dolby
SME
American Express
New Era
Fjällräven
Alaska Airlines
Tasks that used to take a full day are now automated in minutes, saving tens of thousands of dollars.
John Habib
Director, Content Strategy, Diligent
67%
Uplift in loan applications
65%
Time saved
238%
Increase in page views
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
Compliance slows everything
Manual review cycles delay campaign launches and increase regulatory risk. You need governance built in, not bolted on.
Legacy systems
Legacy systems hold you back
Dev bottlenecks delay time-sensitive content updates. Fragmented infrastructure makes consistent digital experiences nearly impossible.
Personalization
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.
See what the last cohort actually built
50 financial services leaders. Five days. Here's what surprised them and what's already working in the real world. Read the cohort report →
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 coaches
Stella and Giulia have trained 2,500+ marketing professionals across industries, and now we're bringing that expertise to financial services, with agents and use cases built specifically for the compliance, governance, and scale challenges your team faces.
What we 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 AI training and enablement for enterprise teams including IBM, Inditex and Telefonica
- Built and shipped AI products ourselves, from Opal U's own platform to AI content workflow tools
What you'll build in 5 days
No theory. No fluff. Just 3 working agents that save you real time starting Monday morning.
Save 3-5 hours/week
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
Your "holy s***" moment
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
Fix your biggest bottleneck
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.
1
Ideate & prioritize
Map your biggest operational bottlenecks and decide what to automate first, whether that's compliance review, content production, or customer journeys.
2
Prompt engineering that actually works
Learn five techniques for high-quality outputs and build your first agent: the Content Compliance Agent.
3
Planning + context
Feed your brand guidelines, regulatory requirements, and product context into agents. Build your Content Operations Workflow Agent.
4
Tools + evaluations
Connect agents to real data and compliance systems. Set up quality checks. Build your custom bottleneck-solving agent.
5
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 acertified 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
