- Course overview
- Course details
- Prerequisites
Course overview
About this course
This course equips Financial Services professionals with the skills to leverage Google AI tools, including Google Workspace with Gemini, Gemini Notebook Enterprise and Gemini Enterprise.
You'll learn to enhance financial analysis, reporting, and client communication, develop specialized tools like early warning systems and tailored investor narratives with Gemini Gems, securely query and synthesize information from diverse financial documents, and automate routine tasks and proactively monitor financial data.
Audience
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Financial Analysts
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Portfolio Managers
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Client Advisors
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Investment Bankers
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Compliance Officers
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Accountants
Course details
Module 1: Prompt Guidelines
• Prompt structure
• Prompt tips
Module 2: Google Workspace with Gemini Integration
• 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
Module 3: Gemini Notebook Enterprise Integration
• 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
Module 4: Gemini Enterprise Integration
• Use case 1: Complex query with Deep Research
• Use case 2: Complex query with Deep Research
• Use case 3: Create a Company Compliance Risk Assessment agent
• Use case 4: Create an ESG Regulatory Impact Assessment agent
• Use case 5: Create an IFRS / 10-K Financial Analyst agent
Prerequisites
- Basic Google Apps familiarity
- Google Workspace skills
- Google workspace with Gemini familiarity
- Basic Gemini Notebook skills
- Basic Gemini Enterprise knowledge and skills
- Financial terms, Data security awareness
Enquiry
Course : Google AI Integration for Financial Services
Enquiry
request for : Google AI Integration for Financial Services
