Demystifying Generative AI for Financial Institutions

Course Overview

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.

Objectives

• 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.

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.

Prerequisites

• Familiarity with network fundamentals and financial systems.
• Basic understanding of AI and machine learning concepts.