A compliance-aware AI assistant
Ground it in approved knowledge files and test it with fictional financial-services scenarios.
Applied Generative AI for Financial Services
Move from no prior AI experience to practical generative-AI applications for financial-services work. Every exercise uses fictional institutions and synthetic data, with verification and human review built in.
Financial services professionalsBeginner18.5 hours3 days · In person
01 / What you’ll build
A human-reviewed automation
Classify and summarise synthetic client email, draft a reply and log the work before approval.
A multi-model financial workflow
Use at least two AI tools with traceable evidence, verification checks and responsible controls.
02 / Curriculum
- Understand how generative AI and LLMs work, and why their capabilities matter in financial services.
- Compare ChatGPT, Claude and Gemini while recognising hallucination, bias, knowledge cut-off, context-window and confidentiality risks.
- Use task, context, format, role, few-shot and structured-output prompt patterns with verification habits.
- Practise on relationship-manager notes, product terms, complaint categorisation and a loan scenario using fictional data.
03 / Your instructor
Vincent Leow
Tech Lead, Neutral Trade. His background spans data, machine learning, software engineering and applied technology education, which he brings to financial-services scenarios and responsible review.