Data analysis
Clean, analyse and chart financial data, and check the numbers.
AI training for banks, insurers, advisers and finance teams, built around analysis, reporting and your regulatory obligations.
Finance, risk, compliance, advice and client service teams in banks, insurers, super funds and advisory firms.
Every session is hands-on. The exact mix depends on the length you choose and your team's experience.
Clean, analyse and chart financial data, and check the numbers.
Client reports, meeting summaries and plain-English explanations.
How AI use fits your existing privacy, record-keeping and regulatory obligations.
Pick the uses worth pursuing, and the ones to leave alone for now.
AI for Financial Services runs in any of these lengths, for up to 25 people per session.
Please note: prices do not include travel or customisation. Sessions use our standard course material; building the session around your team's own work is a customised curriculum, charged per day of preparation. Travel is quoted separately.
We cover how AI use fits within your existing regulatory and privacy obligations. We don’t give legal or compliance advice.
If your policies allow it, as part of a customised session. Otherwise we use realistic sample data.
Both. The examples cover advice, client service and back-office work.
Book a short briefing. We'll talk through your team, your tools and the right length for AI for Financial Services.
