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.
For the people doing the work day to day.
Built around financial services and banking work
8 courses · 48 facilitated hours
AI for Analysis and Reporting
Using AI to interrogate data and draft the report, without outsourcing the judgement. Built for the people who produce the numbers others rely on: analysts, finance, operations reporting.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead
Course outlineAI for Customer-Facing Teams
For service, sales and support teams using AI with a customer on the other end. Faster replies and better preparation, with clear lines on what a customer must never get from a machine unchecked.
Addresses: Daily Practice, Responsible Use
Individual Contributor, Team Lead, Manager
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 outlineBuilding AI Assistants for Your Team
Beyond chat: building a named assistant that knows your team's documents, follows your team's rules, and does one job well. Participants build a working assistant on their own material during the course.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead, Manager
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 outlineResponsible AI Use at Work
Covers the judgement calls staff face daily: what data may go into a tool, when a human must review, and how to record what was done. Delivered against your organisation's own AI policy.
Addresses: Responsible Use
Individual Contributor, Team Lead, Manager, Director / Head of, Executive / C-Suite
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.
AI Foundations for Every Role
A facilitated introduction for staff who have little or no structured experience with AI tools. Participants leave having used AI on their own real work, with a clear view of what these systems can and cannot do.
Addresses: Confidence & Skills, Daily Practice
Individual Contributor, Team Lead
Course outlineAI Tooling and Integration Clinic
A short clinic for teams whose tools are in place but underused or disconnected. Run against your organisation's actual toolset rather than a generic demo stack.
Addresses: Tools & Access
Individual Contributor, Team Lead, Manager
Course outlineEmbedding AI in Daily Workflows
Moves participants from ad hoc use to repeatable practice. Each participant maps one of their own recurring workflows and rebuilds it with AI in the loop.
Addresses: Daily Practice, Tools & Access
Individual Contributor, Team Lead
Course outlineGetting Value From the Tools You Already Own
Most organisations have more unused capability sitting inside licences they already pay for than in anything they are about to buy. This is a working audit of what you have, what it can do, and what to switch on first.
Addresses: Tools & Access
Individual Contributor, Team Lead, Manager
Course outlinePrompting and Output Verification
A working session on getting reliable results and, more importantly, on checking them. Built around the verification habits that separate occasional AI users from dependable ones.
Addresses: Confidence & Skills, Responsible Use
Individual Contributor, Team Lead, Manager
Course outlineWhich 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.