Leverage AI to Automate Financial Workflows Using No-Code Tools

Refresh core finance concepts while establishing a baseline understanding of AI, Generative AI, and Agentic AI. Learners will also set up the tools and frameworks required throughout the program.

Develop a practical understanding of the AI landscape in financial services and distinguish proven use cases from emerging opportunities. Learn where AI delivers value today, where adoption remains experimental, and how human oversight remains critical in financial workflows.

Learn how AI extracts actionable insights from financial text and regulatory content. Explore sentiment analysis, evaluation techniques, and practical applications across investment research, market intelligence, and risk management.

Learn how to transform structured and unstructured financial information into usable insights through prompt engineering, data validation, and reasoning frameworks.

Learn to build grounded compliance solutions using Retrieval-Augmented Generation (RAG) and understand how AI can support regulatory interpretation while maintaining traceability and reliability.

Learn to design auditable AI workflows for customer due diligence and sanctions screening while understanding how multi-step prompt chains support compliance operations.

Explore anomaly detection approaches and evaluation frameworks used to support fraud monitoring and investigation workflows.

Understand how AI supports credit assessment while maintaining transparency, explainability, and regulatory compliance.

Learn to design autonomous agents capable of monitoring portfolio risk and generating structured assessments using tools, memory, and reasoning.

Learn how multiple AI agents collaborate to execute complex financial workflows and extend traditional RAG systems with reasoning and monitoring capabilities.

Develop the ability to evaluate AI initiatives against governance requirements, operational risks, and financial viability before deployment.

Use AI-assisted tools, including the Claude Excel Plugin, to automate repetitive spreadsheet tasks, generate formulas, summarize data, and surface insights faster, enabling you to spend less time building models and more time acting on insights.

This masterclass covers the Anthropic AI landscape, exploring Claude models, Constitutional AI, and key safety and alignment principles. Learners will apply effective Prompt Engineering techniques, use the Claude API for tasks and integrations, generate structured outputs, build simple applications, compare Claude with other AI models, and evaluate ethical considerations for deploying AI systems.

This module is designed to build practical capability in applying Generative AI and Agentic AI using the Claude ecosystem in real-world contexts. Participants build the ability to design, execute, and evaluate AI-driven workflows for real-world applications, supported by structured learning. *Disclaimer: Access to tools within the Claude ecosystem is not included as part of the program. Participants may choose to explore advanced capabilities independently.