Can the training be customized to our specific business challenges?

Absolutely. We conduct a pre-training consultation to understand your specific use cases and can tailor the practical projects to your company's data and strategic goals.

What are the logistical requirements for hosting the training at our office?

We require a suitable conference room equipped with a projector or large screen, a whiteboard, and reliable internet access. Our team handles all other aspects.

Do our teams need to know how to code?

Not at all. This training is designed for finance professionals. We teach them to leverage tools that generate code for them, allowing them to focus on financial strategy and analysis.

Is there any post-training support?

Yes, our corporate packages include 3 months of priority support for your team and a follow-up executive session to review progress and ROI.

How do you guarantee the security of our financial data during the training?

We operate exclusively in private, secure cloud environments. No data is ever shared with public models. The RAG architecture we use ensures your proprietary information remains internal.

Request a quote

AI for Finance: Private Team Training for Strategic Enterprise GrowthTransform your finance function into a strategic performance engine with a private training program delivered at your offices.

Equip your teams with the skills to automate analysis, secure compliance, and multiply productivity. A direct investment in your competitive advantage, delivered with discretion.

AIFinanceLLMROIPrivate Training

Réserver une session Voir le programme

Programme · 7 hours

Day 1: The Strategic Framework & High-ROI Use Cases

1.0

Module 1: The Business Case for AI in Finance

1.1Calculating the ROI of an LLM Project: OPEX vs. CAPEX45 min

1.2The 2025-2030 Roadmap: From Copilot to Autonomous Agent45 min

1.3Governance: Managing Hallucination and Bias Risks30 min

2.0

Module 2: Augmented Financial Analysis (M&A Due Diligence)

2.1RAG Architecture: Secure Ingestion of Confidential Documents (10-Ks, Contracts)45 min

2.2Advanced Prompting for Clause and Risk Extraction45 min

2.3Generating Auditable, Source-Verified Summaries30 min

3.0

Practical Project: Accelerated Data Room Audit

3.1Setting up a secure, private LLM environment60 min

3.2Extracting and structuring legal and financial risks from a real-world case90 min

3.3Presenting findings with human-in-the-loop validation30 min

Programme · 7 hours

Day 2: Operational Deployment & Scalability

1.0

Module 3: The RegTech Revolution & Automated Compliance

1.1Monitoring new regulations (e.g., SEC, ESMA) with an LLM45 min

1.2Gap Analysis: Comparing new rules against internal compliance manuals45 min

1.3Generating draft updates for compliance procedures30 min

2.0

Module 4: Mastering Structured Data (Excel, SQL)

2.1Querying CSV/Excel files using natural language45 min

2.2Generating Python/SQL code for complex ad-hoc analysis45 min

2.3Creating automated performance visualizations and reports30 min

3.0

Final Project: Building a Portfolio Analysis Agent

3.1Defining the agent's objectives and KPIs30 min

3.2Connecting the LLM to a live market data feed90 min

3.3Generating a comprehensive risk and performance report60 min

Le constat

Acquired Strategic Capabilities

Sur une opération, l'équipe passe l'essentiel de sa diligence à localiser l'information avant de pouvoir la juger. C'est précisément la tâche que les modèles font bien.

01 — Périmètre

Evaluate the ROI of an AI project and present a compelling business case to the board.

02 — Confidentialité

Automate over 50% of document analysis tasks (due diligence, audits) using a secure LLM.

03 — Preuve

Implement an automated regulatory watch process to mitigate non-compliance risks.

04 — Méthode

Analyze structured data (Excel, databases) using natural language to accelerate decision-making.

05 — Résultat

Create augmented financial reports combining quantitative analysis with AI-generated qualitative insights.

01 — Périmètre

Master architectures (RAG) that ensure the reliability and auditability of generated information.

Questions fréquentes

Questions from Decision-Makers

A Bespoke Learning Environment, Delivered to You

Executive training session in a corporate boardroom

Finance team collaborating on an AI project

Customized training materials with company branding

Ready to Build the Future of Your Finance Function?

Empower your teams to turn data into strategic decisions with a private, customized training program. AI is no longer an option; it's a performance imperative.

Limited availability for Q1 2025. Schedule a consultation to secure your dates.

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Request a quote or a session for your team

Tell us about your context. We come back to you to settle the format, dates and funding.

Open or in-house session, adapted to your tools
Detailed programme and quote sent for your funding file
No commitment at this stage

Price

€9 ex. VAT

Pricing is customized based on team size and location. Contact us for a quote.