Course Overview
This course equips Financial Services professionals with the skills to leverage Google AI tools, including Google Workspace with Gemini, NotebookLM Enterprise and Gemini Enterprise. 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
Basic Google Apps familiarity, Google Workspace skills, Google workspace with Gemini familiarity, basic NotebookLM skills, basic Gemini Enterprise knowledge and skills, Financial terms, Data security awareness
Course Objectives
Core Modules:
- Utilize the core features of Google Workspace with Gemini to enhance financial report analysis, client communication, and presentation preparation.
- Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.
- Apply specialized AI agents with Gemini Enterprise to synthesize complex data and architect automated workflows that solve diverse analytical and creative challenges.
Appendix (optional):
- Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.
- Integrate NotebookLM and Gemini to synthesize complex financial data into high-quality, data-backed outputs.
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