Resumen del Curso
This course is designed to help financial services professionals learn how to use Google AI tools to streamline and enhance various financial processes. Through a combination of presentations and demos, attendees will gain insights into leveraging Gemini, NotebookLM, and AgentSpace to automate tasks, improve data analysis, and derive actionable insights from financial data. The course aims to equip financial practitioners with the skills to implement AI-driven solutions effectively and ethically within the financial services industry.
Quién debería asistir
- Financial Analysts
- Portfolio Managers
- Client Advisors
- Investment Bankers
- Compliance Officers
- Accountants
Prerrequisitos
Basic Google Apps familiarity, Google Workspace skills, Gemini familiarity, basic NotebookLM skills, basic Agentspace knowledge and skills, Financial terms, Data security awareness
Objetivos del curso
- 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.
- 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.