Google AI Integration for Financial Services – Introductory (GAIIFSIE) – Outline

Detailed Course Outline

Module 1 - Gemini for Workspace Integration

Topics:

  • Use case 1: Summarizing quarterly financial reports
  • Use case 2: Analyzing financial data trends in sheets
  • Use case 3: Drafting client communication
  • Use case 4: Creating presentation outlines
  • Use case 5: Summarizing earnings call transcripts

Objectives:

  • Explain how Gemini for Workspace can aid in financial report generation and analysis.
  • Utilize Gemini to summarize financial news and draft client communications.
  • Assess the potential of Gemini to enhance accuracy and speed in financial tasks.
  • Formulate strategies for using Gemini to improve compliance documentation.
  • Generate insights from financial data using Gemini to inform decision-making.

Activities:

  • 5 use case demos

Module 2 - NotebookLM Enterprise Integration

Topics:

  • Use case 1: Analyzing and comparing quarterly/annual reports
  • Use case 2: Preparing for specific client meetings
  • Use case 3: Querying regulatory documents and Compliance Policies
  • Use case 4: Summarizing investment research and earnings call transcripts

Objectives:

  • Utilize NotebookLM Enterprise securely and compliantly for sensitive financial data.
  • Query, synthesize, and extract key information from diverse financial sources.
  • Leverage automatic citations for verification and audit to ensure financial accuracy.
  • Apply NotebookLM to accelerate financial services tasks.
  • Improve efficiency, clarity, and cost-effectiveness in financial analysis workflows.

Activities:

  • 4 use case demos

Module 3 - Agentspace Integration

Topics:

  • Use Case 1: Automated Invoice Processing and Payment Reminders
  • Use case 2: Proactive Monitoring of Budget Variances
  • Use case 3: Automated Reconciliation of Bank Statements
  • Use case 4: Automated Generation of Standard Financial Reports
  • Use case 5: Automated Monitoring of Compliance Deadlines and Document Management

Objectives:

  • Configure AgentSpace to streamline invoice processing and ensure timely payment reminders.
  • Implement AgentSpace for proactive monitoring of budget variances to enable timely corrective action.
  • Automate matching of bank statement transactions to enhance reconciliation efficiency and accuracy.
  • Utilize AgentSpace to automate the generation of routine financial report drafts for faster insights.
  • Track critical compliance deadlines and manage associated documentation automatically to reduce risk.

Activities:

  • 5 use case demos