Course Overview
This course equips Financial Services professionals with the skills to leverage Google AI tools, including Gemini, NotebookLM Enterprise, and Agentspace. You'll learn to enhance financial analysis, reporting, and client communication, develop specialized tools like early warning systems and tailored investor narratives with Gemini Gems, securely query and synthesize information from diverse financial documents, and automate routine tasks and proactively monitor financial data. Implement AI-driven solutions effectively and ethically to streamline financial operations.
Who should attend
- Financial Analysts
- Portfolio Managers
- Client Advisors
- Investment Bankers
- Compliance Officers
- Accountants.
Prerequisites
- Google Workspace basics, Financial terms, Data security awareness
Course Objectives
- Utilize Gemini for Google Workspace to enhance report analysis, client communication, data interpretation, and presentation preparation, improving efficiency, clarity, and reducing time spent on routine tasks.
- Apply Gemini Gems for developing customized early warning systems, structuring nuanced financial performance analyses, and crafting tailored investor narratives that align with specific strategic milestones and reporting structures.
- Employ NotebookLM Enterprise to securely query and synthesize information across various financial reports, regulatory documents, research papers, and client files, enabling faster analysis, improved consistency, and source-verified insights.
- Leverage AgentSpace to automate routine financial tasks, proactively monitor financial data, manage data flows between systems, and execute predefined financial workflows, ensuring accuracy, efficiency, and freeing up finance personnel for strategic analysis and decision-making.