GenAI for Finance Securely Automating Compliance, Risk & Client Insights

Course Overview

This course focuses on imparting the essential and advanced skills required for mastering prompt engineering and natural language processing, specifically tailored for financial services applications. Spread over two days, it covers core techniques, multimodal prompting, evaluation methods, and addresses ethical considerations in AI, empowering professionals to revolutionize their financial workflows.

Objectives

• Master core prompting techniques for financial services.
• Implement advanced prompting patterns in financial workflows.
• Evaluate and test prompt effectiveness and ethical use.
• Apply multimodal prompting including text and image integration.

Audience

• Financial analysts seeking to optimize language model applications.
• AI professionals in the financial sector looking to enhance NLP skills.
• IT specialists in banking aiming to integrate AI solutions.
• Compliance officers interested in ethical AI deployment.

Prerequisites

• Familiarity with large language models and their applications.
• Understanding of basic financial services operations.