Financial services and banking
AI and technology training for financial services
Banks, insurers, asset managers and the firms that serve them are using these tools already, usually ahead of the oversight that was meant to govern them. The work is not slowing that down. It is training people to verify what comes back, teaching managers what to review and how often, and giving the executive layer the questions to ask before the next proposal is signed off.
The tools your organisation already pays for, actually used - and the ones worth buying next.
Built around financial services and banking work
6 courses · 35 facilitated hours
Digital Change Without the Theatre
A half-day for the executive team that owns a change portfolio. Fewer initiatives, honest sequencing, and permission to stop things - the unglamorous decisions that decide whether digital investment lands.
Addresses: Culture & Support, Confidence & Skills
Director / Head of, Executive / C-Suite
Course outlineRunning a Rollout That Sticks
Most technology failures are adoption failures. This is about the twelve weeks after go-live: who champions it, what you measure, and how to tell early that it is not landing.
Addresses: Culture & Support, Daily Practice
Team Lead, Manager, Director / Head of
Course outlineAutomating the Work Nobody Wants
The recurring, manual, low-judgement tasks that quietly consume a working week. Participants map one, automate it during the session, and leave with it running.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead
Course outlineData You Can Actually Use
Why the report is wrong, and what to do about it. Covers the unglamorous work that decides whether anything downstream - dashboards, automation, AI - can be trusted.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead
Course outlineEveryday Security for Busy Teams
The security habits that survive a busy week, updated for a world where the phishing email is written by a machine and sounds exactly like your supplier. No fear, no jargon - just what to do and when.
Addresses: Responsible Use, Confidence & Skills
Individual Contributor, Team Lead, Manager
Course outlineFrom Spreadsheets to Systems
Somewhere in your team a spreadsheet has quietly become the system: everyone depends on it, one person understands it, nothing backs it up. This course is about recognising that moment and moving on from it deliberately.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead, Manager
Course outlineWhat this sector brings into the room
- Second line asks what the first line is actually doing
- Risk and internal audit start asking teams what they use AI for, and the honest answer is usually that nobody has written it down. Managers train on applying the firm's own policy to live requests, setting review thresholds and keeping a register that stands up to being asked for.
- Client and customer material cannot go anywhere
- Sessions are run on the constraint rather than around it: what may enter a tool, what may not, where the line sits for client-identifiable and market-sensitive material, and what the approved route looks like when someone needs the answer anyway.
- Analysis nobody can reproduce is worse than no analysis
- The analysis and reporting work is built around a trail: how the figure was reached, what was checked, and what a reviewer needs in order to sign it. Speed that cannot be defended is not a saving in this sector.
Also runs for any sector
These work the same way whoever is in the room. They are still delivered on your own material, so they are no less specific to you - the sector simply is not what changes them.
Which of these does your organisation actually need?
The readiness assessment scores each person across five dimensions and maps the gaps onto this catalogue, by department and by role. Five minutes per person, and it answers the question with a measurement rather than a guess.