Demystifying Generative AI for Financial Institutions

Unlock the potential of Generative AI for Financial Institutions with our comprehensive course designed for finance professionals seeking to transform compliance, fraud detection, and client interaction effectively.

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Essential Skills Gained

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Explore foundational AI concepts and the impact of GenAI on financial compliance and service.

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Learn how to implement Large Language Models for financial document processing and automation.

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Compare GenAI platforms to determine performance, accuracy, and enterprise readiness.

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Examine key architectural patterns for embedding GenAI in regulated financial systems.

Format

  • Instructor-led
  • 1 days with lectures and hands-on labs.

Audience

  • Financial Analysts and Risk Managers - leveraging GenAI for data summarization and risk assessment.
  • Technology Leaders in Finance - understanding strategic GenAI adoption.
  • Compliance and Legal Teams - exploring GenAI for document review and regulatory tasks.
  • AI/ML Practitioners and Data Scientists - evaluating GenAI tools for financial enterprise use.

Description

Demystify Generative AI for Financial Services is a 5-hour instructor-led course designed to provide financial professionals with a practical understanding of how Generative AI is transforming the industry. Through a combination of lectures, demonstrations, and hands-on exercises, participants will explore the capabilities of Large Language Models (LLMs), evaluate GenAI platforms, and understand how to securely deploy solutions in regulated environments. This course equips attendees with both technical insights and business context to confidently apply GenAI to real-world financial challenges—from compliance automation and fraud simulation to client interaction and risk summarization.

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Upcoming Course Dates

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Course Outline

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Foundations of AI and Generative Models

  1. Understand the evolution of AI and the role of Generative AI in financial services

  2. Historical evolution of AI with examples like algorithmic trading and robo-advisors

  3. Discriminative vs Generative AI

  4. Use cases in finance such as synthetic data generation for model training

Large Language Models and Transformer Architectures

  1. Explore how LLMs work and their relevance to financial document processing

  2. Anatomy of an LLM — training on regulatory filings, earnings calls, and customer chat data

  3. Transformer fundamentals and sequence-heavy tasks

  4. Demo: Feeding a customer inquiry prompt into a compliance-trained model

Tools, Vendors, and Model Evaluation in Finance

  1. Learn how to choose the right GenAI platform for finance applications

  2. Platforms overview — OpenAI for document summarization, Hugging Face for NLP pipelines

  3. Model comparison with focus on enterprise-grade metrics

Enterprise AI Architectures & Image Generation

  1. Examine how GenAI fits into regulated financial environments

  2. Enterprise architecture patterns

  3. Introduction to image generation for marketing and dashboards

Azure OpenAI in Finance + Guided Lab

  1. Deploy GenAI tools securely using Azure’s enterprise cloud infrastructure

  2. Azure OpenAI setup for highly regulated sectors

  3. Demo: Deploying and accessing financial models through Azure

Labs

  • Generate a risk summary from client portfolio data

  • Auto-respond to a client’s investment query based on historical trends

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.