AI in Finance: Hands-on Mini Lab

Hands-on bootcamp | 3 hours

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Prompt: /imagine stocks and numbers visualised in blocks of colour, in a realistic style, creating a sense of success and management

Drive insights for data analytics, performance measurement, predictions and forecasting with AI

Hands-on bootcamp | 3 hours

AI in Finance: Hands-on Mini Lab

Drive insights for data analytics, performance measurement, predictions and forecasting with AI

Powered by AI specialists who have worked with:

Venkata Maddisetti

AI in Finance — Subject Matter Expert

This action-packed, 3 hour programme will empower your finance team with the strategic edge of AI, accelerating critical processes like forecasting, PNL analysis, and financial report generation.

Your team will pinpoint opportunities for operational efficiency while preserving the essential human element in financial operations

This programme is for you if:

  • Your team is interested or experimenting with AI, but has no strategy in place

  • You don’t know which tools you should be using or how

  • You already have a high workload so you need intervention with has clear business outcomes

What you’ll learn

In this session, we will:

  1. Clearly define how AI can speed up processes such as forecasting, PNL analysis and creating financial reports

  2. Perform a gap analysis on the team to identify opportunities for efficiency

  3. Explore how AI can improve efficiency or analyse data more effectively, but where human touch is still paramount

  4. Apply the SIMPLE framework to a specific finance function or task to provide a structured approach to innovating with AI

  5. Discuss policies, procedures and potential risks, and how to mitigate them

  6. Create a team roadmap for the short, mid and long-term

Duration

3 hours

Delivery

Virtual

Participants

Up to 15

Programme breakdown

  • We’ll begin the session with introductions and set clear expectations for how participants will learn to leverage AI to enhance HR functions such as recruitment, employee engagement, and performance management.

  • A broad introduction to the AI landscape, highlighting its potential applications in the finance field, including data analysis, risk assessment, and financial planning.

  • Engage your team in a gap analysis exercise to assess their current finance practices, pinpoint areas for improvement, and explore how the SIMPLE framework can help them achieve more streamline and data-driven finance operations.

  • We’ll guide you selecting a finance-related task and encourage you to outline the available data that can be used for AI implementation, such as financial records, market data or transaction history.

  • Learn how to formulate a hypothesis related to their chosen finance task and define clear metrics that will indicate successful AI implementation.

  • Learn how to start using AI tools to perform their chosen finance tasks and assess the results based on their predefined success metrics.

  • Engage in group discussion for participants to reflect on their experiences and collaboratively develop an action plan for fostering a culture of AI curiosity and integrating AI into their existing finance processes to achieve more informed decision-making and efficient financial management.

Why Edifai

Built by a team of experienced experts, our cutting edge programmes will give your team the tools and knowledge they need to start immediately benefiting from AI

Tailored to you and your business

Our solutions are specifically customised to you, your needs and your organisation

Practical, useful learning

Our cohort based learning makes it simple for participants to connect with experts, develop a shared understanding, hold each other accountable and build a powerful sense of community

Thrive together as a team

“This course provided us with extremely useful tools that we can implement straight away to help streamline our work. The department is more productive because of it without giving away a big time commitment”

Meet the experts

  • Venkata Maddisetti

    Subject Matter Expert

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    Venkata is an experienced figure in the world of finance, known for his work helping finance teams across the world to leverage AI for their modeling and risk management

  • Nick Sorros

    Facilitator

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    Nick is the founder of Mantis NLP, an AI consultancy specialising in Natural Language Processing with over a decade of experience as a data scientist

  • Nigel Sheldon

    Subject Matter Expert

    ——
    Nigel has extensive experience in digital strategy, developing training programmes, facilitating workshops and delivering digital transformation projects

Meet the rest of the team

The Coteam connection

Edifai is a part of the Coteam group, and uses their tried and tested methodology for creating fun, engaging and extremely impactful learning.

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