Diving Customer Service & Kyc Compliance With Ai & Chatbots

Customer Service | AI Chatbots | KYC & AML | Customer Support | Customer Experience | Problem-Solving | CRM

What you'll learn

Uncover the fundamentals of world-class customer service and identify diverse customer needs.

Master the art of professional greetings and global customer service best practices.

Handle challenging customer interactions with confidence and turn complaints into loyalty.

Ensure regulatory compliance with a solid understanding of KYC (Know Your Customer).

Strengthen business integrity through Customer Due Diligence (CDD) and Anti-Money Laundering (AML) protocols.

Leverage ChatGPT to automate FAQs, draft emails, and deliver efficient, AI-powered customer support.

Explore how AI and chatbots have reshaped productivity and customer satisfaction.

Sharpen critical problem-solving skills essential for every frontline support professional.

Build and personalize your own GPT model for optimized customer engagement.

Requirements

There are no requirements or prerequisites necessary to take this course

Description

Are you ready to become a high-performing customer service professional in today’s AI-driven economy?In an era where customer expectations are higher than ever, your ability to deliver exceptional service isn’t just a bonus—it’s your competitive edge. Whether you're starting out or looking to sharpen your expertise, this course, Mastering Customer Service & KYC Compliance with AI & Chatbots, is your comprehensive guide to building service excellence while staying compliant in a digital world.Why This Course MattersCustomer loyalty isn't won with average service anymore. Consumers expect personalized, responsive, and seamless support—and they want it now. Meanwhile, businesses must ensure every customer interaction meets rigorous security and compliance standards, especially with the rising use of AI.This course helps you strike that crucial balance between empathy and efficiency, equipping you with the customer-centric mindset, AI literacy, and regulatory awareness needed to thrive in today’s service landscape.What Makes This Course Stand Out?Unlike generic customer service courses, this program blends human-centric communication with AI-powered strategies. You’ll go beyond theory with hands-on lessons in:Managing difficult customer situations and building long-term relationshipsImplementing KYC practices to protect your organization and ensure trustUsing AI tools like ChatGPT to enhance support, automate interactions, and reduce response timeDeveloping your own customized GPT model tailored to your organization’s tone and client needsUnderstanding AML regulations and learning how to detect and report suspicious activityPlus, you'll develop a four-step critical problem-solving framework to handle real-world customer issues effectively, ensuring your skillset remains both relevant and resilient.By the End of This Course, You Will Be Able To:Deliver consistent, high-quality customer service across any industryManage client interactions with emotional intelligence and compliance precisionUtilize AI and chatbots to optimize your support strategySafeguard your organization from financial crime through KYC, CDD, and AML protocolsPosition yourself as a tech-savvy, solution-oriented professional in a competitive job marketThis course is your stepping stone to becoming a future-ready customer service expert. Learn to lead with empathy, protect with compliance, and serve with intelligence—all powered by AI.Enroll now and transform the way you serve your customers.This course comes with the following Sections:1. Introduction to Customer CareGet to the heart of what exceptional customer care really means. Discover what today’s customers expect, how to exceed those expectations, and how long-term relationships translate into business success.2. Providing Great Customer Care ServiceLearn how to deliver consistently high-quality service and professionalism. Explore the critical role of frontline agents in shaping customer experiences that lead to satisfaction, loyalty, and retention.3. Service Models & Defusing TechniquesMaster the GROW Service Model and seven proven techniques to calm angry or frustrated customers. Transform difficult interactions into opportunities to strengthen trust.4. Customer ManagementDive into the customer journey and learn to manage it proactively. Explore key customer lifecycle stages, retention strategies, and modern retail management techniques that improve engagement.5. Building Customer RapportUnderstand how to build meaningful relationships through communication, trust, and loyalty. Learn techniques to develop rapport that leaves a lasting positive impression.6. Greeting Customers ProfessionallyFirst impressions matter. In this section, you'll master the art of professional, culturally-aware greetings that set the tone for a positive customer experience.7. ChatGPT in Customer Service ManagementDiscover how to leverage ChatGPT to automate responses, answer FAQs, and personalize customer conversations—boosting efficiency and satisfaction.8. AI Chatbots in Customer Service ManagementExplore the evolution and impact of AI chatbots. Learn how to implement, train, and optimize bots to improve response time, reduce workload, and enhance user experience.9. Problem-Solving Tips for Customer Service AdvisorsEquip yourself with a structured, four-step approach to problem-solving. Gain actionable tips to resolve customer issues quickly and professionally using AI-enhanced workflows.10. Build Your Custom GPT for Efficient Problem SolvingTake your AI skills further by learning to build and refine your own GPT-powered assistant tailored to your organization’s needs. Understand how to train and deploy models that improve over time.11. Introduction to KYC (Know Your Customer)Gain a foundational understanding of KYC principles, their significance in financial institutions, and how they safeguard businesses from fraud and regulatory breaches.12. Understanding Customer Due Diligence (CDD)Delve into risk assessment through CDD procedures. Learn how to identify, verify, and evaluate customer information to prevent financial crimes and ensure compliance.13. KYC MethodsExplore various KYC implementation techniques and technologies. Understand how digital tools enhance identity verification and streamline compliance processes.14. Anti-Money Laundering & Terrorist FundingLearn about global AML regulations and how to spot and report suspicious activities. Understand how these laws integrate with KYC and protect institutions from illicit finance.

Overview

Section 1: Intro Video of Customer Care

Lecture 1 Intro Video of Customer Care

Section 2: Introduction to Customer Care

Lecture 2 What is Customer Care

Lecture 3 Basics of Customer Service

Lecture 4 Understanding What Customers Want

Lecture 5 Customer Relationship Management

Lecture 6 Reasons for Developing Long-Term Relationships with Customers

Lecture 7 Creating a Customer-Focused Organisation

Lecture 8 Benefits of a Customer-Centered Organisation

Section 3: Providing Great Customer Care

Lecture 9 World-Class Customer Care

Lecture 10 Why Should You Provide Great Customer Service

Lecture 11 The Power of Call Centre Agents

Lecture 12 Empathy vs Sympathy

Section 4: Service Model _ Defusing Techniques

Lecture 13 Grow Service Model

Lecture 14 7 Defusing Techniques

Section 5: Customer Management

Lecture 15 Proactive Customer Management

Lecture 16 Key Elements of Proactive Customer Management

Lecture 17 Tips for Proactive Customer Management

Lecture 18 Roles of Customer Service Manager

Section 6: Building Customer Rapport

Lecture 19 How to Build Customer Rapport

Lecture 20 What is True Customer Loyalty

Lecture 21 What Drives Customer Loyalty

Section 7: Greeting Customers Professionally

Lecture 22 Creating Customers, The Crucial First Impression

Lecture 23 Why is Greeting so Critical

Section 8: ChatGPT in Customer Service

Lecture 24 Why is ChatGPT good for Customer Service

Lecture 25 Role of ChatGPT in Customer Service

Lecture 26 Customer Review Response

Lecture 27 Helps in Customer Onboarding

Lecture 28 Create Customer Email

Lecture 29 Answering FAQs

Lecture 30 Limitations

Lecture 31 Use Prompts for Customer Service

Lecture 32 Tips for Using ChatGPT for Customer Service

Section 9: AI Chatbots in Customer Service Management

Lecture 33 The Importance of a Robust Customer Service

Lecture 34 Customer Service Chatbots

Lecture 35 Chatbot’s Role in Customer Service

Lecture 36 AI Chatbots

Lecture 37 AI Chatbots Revolution in Customer Service Management

Lecture 38 Strengths of AI Chatbots

Lecture 39 Strengths of Human Agents

Section 10: Problem Solving Tips for Customer Service Advisor

Lecture 40 Customer Service Problem-Solving

Lecture 41 How Bad Customer Service Affects Businesses

Lecture 42 4-Step-Problem Solving

Section 11: Build Your Custom GPT for Efficient Problem Solving

Lecture 43 Using Custom GPTs for Customer Service(with ChatGPT)

Lecture 44 Build Your Own Customer GPT

Lecture 45 Configure Your GPT

Lecture 46 Edit Your Custom AI Chatbot

Section 12: Introduction to KYC

Lecture 47 Basics of Know Your Client (KYC)

Lecture 48 Importance of KYC in Financial Institutions

Lecture 49 KYC and Anti Money Laundering

Lecture 50 Role of KYC in Preventing Financial Fraud

Lecture 51 Overview of Data Privacy Regulations

Section 13: Understanding Customer Due Diligence

Lecture 52 Purpose of Customer Due Diligence

Lecture 53 Key Elements of Customer Due Diligence

Lecture 54 Identifying and Verifying the Customer’s Identity

Lecture 55 Understanding the Nature and Purpose of the Business Relationship

Lecture 56 12.5 Risk Management and Customer Diligence

Section 14: KYC Methods

Lecture 57 Various Methods for Carrying Out KYC

Lecture 58 Online vs Offline KYC Verification

Lecture 59 Technology in KYC Verification

Lecture 60 Benefits and Limitations of KYC Methods

Lecture 61 Effectiveness of Different KYC Methods

Section 15: Anti-Money Laundering and Terrorist Funding

Lecture 62 AML and KYC The Connection

Lecture 63 Role of KYC in Preventing Terrorist Funding

Lecture 64 Understanding Suspicious Transaction Report (STR)

Lecture 65 AML Policies in the UK

Lecture 66 Case Study A Look at an AML Breach Scenario

Aspiring Customer Service Professionals – Build your foundational skills and stand out in competitive job markets.,Customer Support Agents & Call Center Staff – Enhance your problem-solving ability and communication tactics.,Business Owners & Entrepreneurs – Learn how to integrate AI and compliance into your customer operations.,Sales Advisors & Marketing Managers – Understand customer behavior, rapport-building, and AI tools for better engagement.,IT & Tech Specialists – Dive into GPT customization and chatbot deployment for service efficiency.,Professionals in Regulated Industries – Gain insights into KYC, CDD, and AML practices to maintain compliance and protect your organization.