CS-GOAIINSEROfficial Google Curriculum

Google AI Integration for Financial Services

1 dayILTIntermediateLoading...

Overview

This course equips Financial Services professionals with the skills to leverage Google AI tools, including Gemini and NotebookLM Enterprise, to enhance financial analysis, reporting, and client communication.

What You'll Learn

Utilize the core features of Gemini to enhance financial report analysis, client communication, and presentation preparation.
Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.
Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.

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, Financial terms, Data security awareness

Products Covered

Gemini for Google WorkspaceGoogle GeminiGoogle Gemini GemsNotebookLM

Course Modules

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

Learning Outcomes

Identify Gemini features applicable to specific financial tasks and data analysis.
Demonstrate the use of Gemini to draft financial reports and client communications.
Compare the efficiency of completing financial tasks with and without the integration of Gemini features.
Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.

Activities

5 use case demos

Gemini Gems Integration

Topics

Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework
Use case 2: Structuring a post-mortem analysis framework for financial performance deviations
Use case 3: Generating tailored Investor Relations (IR) narrative themes

Learning Outcomes

Analyze the inefficiencies of manual financial processes that custom Gems can address.
Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.
Apply custom Financial Gems in relevant use cases to streamline financial workflows.
Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.

Activities

3 use case demos

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
Use Case 5: Assisting due diligence document review
Use Case 6: Creating client education podcast content outlines

Learning Outcomes

Review the steps to upload financial source documents and create a notebook in NotebookLM.
Apply NotebookLM to answer specific financial analysis questions using the provided source materials.
Differentiate between summaries generated by NotebookLM and manually created ones.
Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.

Activities

6 use case demos

What's Not Covered

Theory and in-depth explanations of Google AI tools. The course requires a basic-level understanding of the tools and what each one offers.

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Course Details

Course Code: CS-GOAIINSER
Duration: 1 day
Format: ILT
Level: Intermediate
Modules: 3
Activities: 14
Price: Loading...

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