AI-Powered Finance: Chatbots, Data, and Automation

AI-Powered Finance explores how artificial intelligence is transforming the finance function. This forward-thinking course introduces key AI concepts, tools, and real-world applications, helping finance professionals understand and leverage AI to drive efficiency, insights, and strategic value. Whether you’re curious about automation, predictive analytics, or the future of finance, this course provides a practical roadmap to integrating AI into your everyday work.

Next Live Workshop Dates

Workshop: Understanding AI Chatbots in Finance

Dive into the world of AI chatbots and their applications in finance. This session introduces various AI tools and explores different levels of AI adoption. Learn the basics of prompting and interact with AI using multiple formats (text, images, CSV, PDFs). Discover frameworks for identifying use cases and reducing variability in AI outputs. Through hands-on exercises, you’ll gain practical experience in crafting effective prompts and leveraging AI for consistent, repeatable results.

Workshop: Effective Interaction and Use Cases

Enhance your AI interaction skills with advanced prompting techniques. Learn creative approaches such as chain of thought and short responses. Explore structured prompting using Markdown and XML formats. This session also covers working with data in AI chatbots, allowing you to analyze and manipulate financial data effectively. Through interactive exercises, you’ll compare outputs from different prompting styles and gain hands-on experience in data analysis using AI.

Workshop: Integrating AI Chatbots into Daily Finance Work

Take your AI skills to the next level by learning to integrate chatbots with common finance tools. This session covers working with VBA and Office Scripts to automate Excel tasks, as well as basic Python programming for more complex operations. You’ll produce simple code snippets to format spreadsheets and run Python in online environments. The workshop concludes with an extended Q&A session to address specific integration challenges in your finance workflow.

Course Testimonials

I really liked this course, because the potential with AI is huge in all fields, including finance. The course went very well, with great content and easy to follow up. I now feel well equipped to get the benefit of the course content, by playing with AI.

And I think actually, in the last hour or so, it's really opened my mind in terms of what AI chatbot would do. I would just assume I could just do everything, but no. The whole step process really does open your mind. I've got a clear vision of what I need to do going away from this

I think that one of the things that's clicked for me over the last few weeks is just to notice my own reaction to imagining doing something before AI and after AI... it's already starting to feel like that's too slow

"The course added great value to my limited understanding of the capabilities and use cases for AI. Adam is knowledgeable and is happy to tailor the sessions in real time based on delegates questions rather than limiting us to questions at the end of the session. I’m already much more comfortable with AI and I have the toolkit to use AI as my always on assistant instead of a glorified search engine."

Course Overview

What we Cover:

Introduction to AI chatbots and their applications in finance
Effective prompting techniques and structured interactions
Multi-modal AI interactions (text, images, data)
Working with financial data using AI chatbots
Integrating AI with Excel (VBA, Office Scripts) and Python
Strategies for consistent and reliable AI outputs

The Challenges:

Identifying appropriate use cases for AI in finance roles
Crafting effective prompts for accurate and useful AI responses
Ensuring consistency and reliability in AI outputs
Integrating AI tools into existing finance workflows

The Barriers:

Limited understanding of AI capabilities and limitations
Inconsistent results from AI interactions
Difficulty in applying AI to specific finance tasks
Concerns about data accuracy and verification

Learning Outcomes:

By the end of this course, you’ll be able to:

Identify and leverage appropriate AI use cases in your finance role
Effectively interact with various AI chatbots for finance-related tasks
Craft advanced prompts using creative techniques and structured formats
Work with financial data using AI for analysis and manipulation
Integrate AI chatbots with Excel and Python for enhanced productivity
Implement strategies for consistent and reliable AI outputs

Business Benefits:

Increased productivity through AI-assisted task completion
Enhanced data analysis capabilities using AI tools
Improved decision-making with AI-powered insights
Streamlined workflows through AI integration with existing tools
Reduced time spent on repetitive tasks, allowing focus on high-value activities
Competitive advantage through early adoption of AI technologies in finance

Course Facilitator

Adam Shilton

Course Facilitator

Adam navigates the tech landscape, where poor decisions lead to financial and time losses. With nearly a decade of experience, he understands the challenge of finding effective AI solutions among many subpar options. Adam’s mission is to simplify tech decision-making, helping individuals make informed choices.

Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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