Using AI within Financial Services
This course provides a practical and strategic overview of AI applications within financial organizations. Participants explore real world use cases, responsible application of AI, and methods to identify areas of strongest business value. The course builds understanding and capability so personnel can apply AI to improve productivity, reduce risk, and strengthen decision making.
Learning Objectives
By the end of this course, participants will be able to:
- Understand the fundamentals of artificial intelligence and its applications within financial services.
- Use tools such as ChatGPT, Copilot, and in-house AI solutions to improve day-to-day productivity.
- Apply AI to accelerate tasks such as research, drafting reports, coding support, and data analysis.
- Evaluate how AI can enhance client communication, sales, and relationship management.
- Recognize how AI can support compliance, risk management, and regulatory reporting.
- Build awareness of the limitations of AI tools, including accuracy risks, data sensitivity, and ethical considerations.
- Explore how AI can be applied in portfolio management, trading support, and investment research.
- Understand the role of AI in automating operational processes to improve efficiency and reduce errors.
- Develop strategies for integrating AI responsibly within team and organizational workflows.
- Gain confidence to continue experimenting with AI tools while ensuring alignment with governance and regulatory frameworks
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