Course Overview
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.
Who should attend
- Financial Analysts
- Portfolio Managers
- Client Advisors
- Investment Bankers
- Compliance Officers
- Accountants
Prerequisites
Basic Google Apps familiarity, Google Workspace skills, Gemini familiarity, basic NotebookLM skills, basic Agentspace knowledge and skills, Financial terms, Data security awareness
Course Objectives
- 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.
Outline: Google AI Integration for FSI Essentials I (GAIIFSIE)
Module 1 - Gemini for Workspace Integration
Topics:
- Use case 1: Summarizing quarterly financial reports
- Use case 2: Analyzing financial data trends in sheets
- Use case 3: Drafting client communication
- Use case 4: Creating presentation outlines
- Use case 5: Summarizing earnings call transcripts
Objectives:
- Explain how Gemini for Workspace can aid in financial report generation and analysis.
- Utilize Gemini to summarize financial news and draft client communications.
- Assess the potential of Gemini to enhance accuracy and speed in financial tasks.
- Formulate strategies for using Gemini to improve compliance documentation.
- Generate insights from financial data using Gemini to inform decision-making.
Activities:
- 5 use case demos
Module 2 - NotebookLM Enterprise Integration
Topics:
- Use case 1: Analyzing and comparing quarterly/annual reports
- Use case 2: Preparing for specific client meetings
- Use case 3: Querying regulatory documents and Compliance Policies
- Use case 4: Summarizing investment research and earnings call transcripts
Objectives:
- Utilize NotebookLM Enterprise securely and compliantly for sensitive financial data.
- Query, synthesize, and extract key information from diverse financial sources.
- Leverage automatic citations for verification and audit to ensure financial accuracy.
- Apply NotebookLM to accelerate financial services tasks.
- Improve efficiency, clarity, and cost-effectiveness in financial analysis workflows.
Activities:
- 4 use case demos
Module 3 - Agentspace Integration
Topics:
- Use Case 1: Automated Invoice Processing and Payment Reminders
- Use case 2: Proactive Monitoring of Budget Variances
- Use case 3: Automated Reconciliation of Bank Statements
- Use case 4: Automated Generation of Standard Financial Reports
- Use case 5: Automated Monitoring of Compliance Deadlines and Document Management
Objectives:
- Configure AgentSpace to streamline invoice processing and ensure timely payment reminders.
- Implement AgentSpace for proactive monitoring of budget variances to enable timely corrective action.
- Automate matching of bank statement transactions to enhance reconciliation efficiency and accuracy.
- Utilize AgentSpace to automate the generation of routine financial report drafts for faster insights.
- Track critical compliance deadlines and manage associated documentation automatically to reduce risk.
Activities:
- 5 use case demos