Generative AI and the Finance Industry

Participants will:

•     Master the fundamentals of generative AI: learn about different AI models, including large language models (LLMs), and their capabilities in financial contexts.
•     Explore real-world applications: discover how generative AI can revolutionize tasks such as financial analysis, risk assessment, and client service.
•     Gain hands-on experience: participate in interactive workshops and labs to build and deploy your own generative AI solutions on Google Cloud.
•     Discover industry best practices: learn from expert instructors and Google Cloud professionals about responsible AI implementation and ethical considerations.

Registration is mandatory

Co-Leaders:

• Prof. Markus Leippold, SFI Senior Chair, University of Zurich
• Tobias Kaymak, Customer Engineer, Google Cloud

Content:

•     Generative AI fundamentals: an introduction to generative AI and LLMs, and their capabilities in finance.
•     Building financial applications: develop AI models for financial news analysis, financial statement analysis, and risk assessment.
•     Google Cloud Platform for AI: learn how to leverage Google Cloud's robust infrastructure and tools for generative AI development.
•     Hands-on workshops: practical exercises and project work to build your own generative AI solutions.
•     Case studies and real-world examples: explore successful implementations of generative AI in finance.

Prerequisites:

•     Familiarity with financial concepts and terminology.
•     Access to a Google Cloud account (free tier available).
•     A personal laptop or computer.

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles:

•     Wealth Management Advisor (CWMA)
•     Advisor Affluent Clients
•     Advisor Individual Clients
•     Advisor Private Clients
•     Certified Corporate Banker (CCoB)
•     Advisor SME Clients

This SFI Master Class covers the aspects "industry knowledge" and "conduct."

Swiss Finance Institute, in cooperation with the Fondation Genève Place Financière