Google AI Integration for FSI Essentials II (GAIIFSIE2)

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 - Gemini Gems Integration

Topics:

• Use Case 1: Developing a Customized Early Warning Indicator (EWI) Dashboard Framework for Key Strategic Initiatives
• Use case 2: Structuring a Post-Mortem Analysis Framework for Financial Performance Deviations Based on Internal Reporting Structures & Business Units
• Use case 3: Generating Tailored Investor Relations (IR) Narrative Themes Based on Quarterly Performance & Strategic Milestones

Objectives:

• Design bespoke financial analytical and reporting frameworks using Gemini.
• Align financial communication with broader strategic narratives and organizational objectives.
• Map complex financial and non-financial interdependencies for strategic scenarios.
• Articulate clear and concise financial insights and narratives from complex data.

Activities:

• 3 use case demos

Module 3 - 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 4 - 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