This course provides a practical introduction to Generative AI in Banking and Finance. Designed for professionals who want to understand and apply this fast-evolving technology in their daily work, participants will learn what generative AI is, how it differs from discriminative and predictive AI, and why it is becoming a critical capability in financial services.
Through a combination of expert-led sessions, live demonstrations, and interactive exercises with ChatGPT and Excel, the course explores real-world applications across client services, compliance, risk management, and research. Participants will gain hands-on experience generating client communications, drafting compliance notes, generating useful code snippets, and summarising financial information using AI tools.
Redcliffe’s AI in finance training addresses the risks, ethical considerations, and regulatory requirements surrounding generative AI. A particular focus is on strategies such as Retrieval-Augmented Generation (RAG) to ensure reliability and auditability. The course concludes with forward-looking discussions on emerging trends and an individual exercise in which each participant develops a practical vision for how AI could support their own role or team.
By the end of the course, participants will leave with:
- A clear understanding of generative AI fundamentals
- Practical skills for using AI tools responsibly in financial contexts
- Awareness of the risks and regulatory expectations surrounding AI
- Actionable ideas for applying generative AI to their own professional challenges