Built for personal bankers · Est. 2026

Your peers are
quietly using AI
to outpace you.
Catch up in 90 minutes.

A practical AI starter kit for personal bankers — taught by someone who spent 17 years on the floor with you. Save 8 hours your first week. Cost: less than your morning latte habit for a month.

Show Me What's Inside Why I built this
17
Years on the banking floor
8hrs
Reclaimed your first week
$27
One time. Lifetime access.
AI BANKING ACADEMY
The Personal Banker's
AI
STARTER KIT
20-page Quickstart Guide
30 Copy-Paste AI Prompts
Live Client Query Tracker
aibankingacademy.com
A familiar Tuesday

It's 4:47pm.
You know this moment.

Twelve open client queries. Three follow-ups you swore you'd send today. A sales target that doesn't care how long the queue was at lunchtime. And the banker two desks over just left 30 minutes early — for the third time this week.

She's not working harder than you. She's not smarter than you. She's using something you're not.

90 min
Wasted on email every day a personal banker writes from scratch
42%
Salary premium going to finance professionals fluent in AI
18%
Of bankers using AI properly — the gap won't stay open forever
The Solution

Three tools.
One transformed Monday.

Every banker who's tried this kit reports the same thing: they walk into Monday morning differently. Inbox handled before the first client arrives. Open queries tracked in one place. Sales conversations prepped in five minutes flat.

No. 01

The Quickstart Guide

A 20-page playbook you can read on your commute Monday morning and apply by Tuesday lunch. No jargon. No fluff. Just the moves that work.

  • The 60-second client email
  • The follow-up system that doesn't fail
  • The 5-minute pre-meeting prep
No. 02

The Banking Prompt Library

30 copy-paste prompts that turn ChatGPT into your fastest colleague. Difficult clients, missed follow-ups, sales objections — already written. You just fill in the blanks.

  • 10 communication prompts
  • 10 follow-up prompts
  • 10 sales conversation prompts
No. 03

The Client Query Tracker

The end of "I forgot to follow up." A pre-built spreadsheet so simple you'll wonder why your bank's CRM isn't this clean. Every open query, one screen, never lost.

  • One-click status tracking
  • Live dashboard of what's overdue
  • AI prompts built right in
The Investment

$27 once.
Pays for itself by Wednesday.

Most banks charge $1,500 to $2,500 to send a single banker on a 2-day AI training that covers less than this kit. You're getting the practical version — the parts that actually matter — for the price of one decent dinner.

The Personal Banker's AI Starter Kit
Everything inside. Yours forever.
$27
One-time payment · Lifetime access · Every future update included
Get the Kit Now
30-day full refund — no questions Instant download No subscription, ever
17
Years on the floor
Why this exists

I built this because
nobody else was going to.

Seventeen years inside banks. Telling. Personal banking. Customer service. I know what it feels like to leave at 6:30pm with a stomach full of guilt about the three clients you didn't quite get to.

When AI arrived, I expected the banks to train us. They didn't. I expected the experts to write something useful for people in our role. They wrote for executives instead. I waited. Nothing came.

So I figured it out myself — through trial and error, late nights, and a lot of bad prompts. The result was 8 hours back in my week. Then I built this kit so the personal banker who comes after me doesn't have to spend six months working it out alone.

"The bankers who win don't work harder. They work with the right tools — and AI is the tool nobody at your bank is teaching you to use."

— Rick, Founder · AI Banking Academy

Questions? Email me directly at [email protected] — it comes straight to me.

Telling Personal Banking Customer Service 17 Years
Real questions, honest answers

You're skeptical.
Good. So am I.

If you can send a text message, you can use everything in this kit. There's no code, no setup, no "learning curve." We use the free version of ChatGPT — which works exactly like having a conversation. Most bankers send their first AI-written email within ten minutes of opening the kit.
No — and this is critical. The first chapter of the Quickstart Guide is the Golden Rule: never enter real client data into AI tools. Every prompt uses placeholders like "Client A" — you add the real details yourself in your own systems. You stay 100% compliant. Most banks already permit this exact approach.
Wrong. The free version of ChatGPT does everything in this kit. Same with Claude. You'll never need to upgrade, and I'll tell you that throughout the materials. There are no hidden subscription costs, ever.
Tomorrow morning. The Quickstart Guide reads in 90 minutes. The prompts work the moment you copy them. The tracker takes 5 minutes to set up. By Tuesday afternoon, you'll already have a few hours back. By Friday, you'll wonder how you worked any other way.
Yes — and Starter Kit buyers get founder pricing automatically. No re-signup, no separate list. Buy this now, you're in for the launch later. The full course will go to the public at $147–$197. You'll see it earlier and pay less.
Then I refund you. 30 days, full amount, no awkward forms or "exit interviews." If this kit doesn't earn back its cost in the first week, I genuinely don't want your $27. Email me, and the money's back in your account before the day is out.
Each Starter Kit is licensed for one banker. If your branch wants to roll this out to 5+ people, email [email protected] for team rates — significantly cheaper than buying individually, and the kits are delivered directly to each banker's email.
The choice is simple

Two bankers walk into Monday.
One of them goes home on time.

The one with the kit drafts seven client emails before lunch, walks into the 2pm meeting fully prepped, and clocks out at 5:00pm with every follow-up logged. The other is still wondering why she can't catch up.

Which one are you on Monday?

Get the Starter Kit — $27

30-day money-back guarantee · Instant download · No subscription

Coming soon

The full course drops next.
Founder pricing closes fast.

The complete training. 24 video lessons. Live walkthroughs. The exact daily routine that turns the average personal banker into the one their manager protects. Public price will be $197. Waitlist members pay $97 — and find out before anyone else.

Two emails per month, max. No spam, no selling your data, unsubscribe in one click.