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.
Explore foundational AI concepts and the impact of GenAI on financial compliance and service.
Learn how to implement Large Language Models for financial document processing and automation.
Compare GenAI platforms to determine performance, accuracy, and enterprise readiness.
Examine key architectural patterns for embedding GenAI in regulated financial systems.
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.
No upcoming dates. Please check back later.
Understand the evolution of AI and the role of Generative AI in financial services
Historical evolution of AI with examples like algorithmic trading and robo-advisors
Discriminative vs Generative AI
Use cases in finance such as synthetic data generation for model training
Explore how LLMs work and their relevance to financial document processing
Anatomy of an LLM — training on regulatory filings, earnings calls, and customer chat data
Transformer fundamentals and sequence-heavy tasks
Demo: Feeding a customer inquiry prompt into a compliance-trained model
Learn how to choose the right GenAI platform for finance applications
Platforms overview — OpenAI for document summarization, Hugging Face for NLP pipelines
Model comparison with focus on enterprise-grade metrics
Examine how GenAI fits into regulated financial environments
Enterprise architecture patterns
Introduction to image generation for marketing and dashboards
Deploy GenAI tools securely using Azure’s enterprise cloud infrastructure
Azure OpenAI setup for highly regulated sectors
Demo: Deploying and accessing financial models through Azure
Generate a risk summary from client portfolio data
Auto-respond to a client’s investment query based on historical trends
Your team deserves training as unique as they are.
Let us tailor the course to your needs at no extra cost.
Trusted by Engineers at:
and more...
Aaron Steele
Casey Pense
Chris Tsantiris
Javier Martin
Justin Gilley
Kathy Le
Kelson Smith
Oussama Azzam
Pascal Rodmacq
Randall Granier
Aaron Steele
Casey Pense
Chris Tsantiris
Javier Martin
Justin Gilley
Kathy Le
Kelson Smith
Oussama Azzam
Pascal Rodmacq
Randall Granier