Google AI Integration for Financial Services Training

Live Online & Classroom Enterprise Certification Training

The Google AI Integration for Financial Services course introduces finance and banking professionals to how Google’s AI tools — such as Gemini, NotebookLM Enterprise and AgentSpace — can be applied to streamline financial-services workflows, enhance data analysis, automate routine tasks, and derive actionable insights from financial documents.

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What is Google AI Integration for Financial Services Certification Training about?

This course equips Financial Services professionals with the skills to leverage Google AI tools, including Gemini, and NotebookLM 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. Implement AI-driven solutions effectively and ethically to streamline financial operations.

What are the objectives of Google AI Integration for Financial Services Certification Training ?

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 is Google AI Integration for Financial Services Certification Training for?

Financial Analysts
Portfolio Managers
Client Advisors
Investment Bankers
Compliance Officers
Accountants.

What are the prerequisites for Google AI Integration for Financial Services Certification Training?

Basic Google Apps familiarity
Google Workspace skills
Gemini familiarity
basic NotebookLM skills
Financial terms
Data security awareness

Available Training Modes

Live Online Training

3 Hours

Course Outline Expand All

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Module 1: Gemini for Workspace 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 2: Gemini Gems Integration

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

Module 3: NotebookLM 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

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Who is the instructor for this training?

The trainer for this Google AI Integration for Financial Services Training has extensive experience in this domain, including years of experience training & mentoring professionals.

Google AI Integration for Financial Services Certification Training - Certification & Exam

SpringPeople is the Authorized Training Partner of Google Cloud Platform.
The training fees is exclusive of exam cost.
For any queries, feel free to reach us at GCP@springpeople.com

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