🏆SFEIR is the Google Cloud EMEA Training Partner of the Year 2025🤝New partnership: Official GitLab Training🤖New training: AI-Augmented Developer
🏆SFEIR is the Google Cloud EMEA Training Partner of the Year 2025🤝New partnership: Official GitLab Training🤖New training: AI-Augmented Developer
GCPSPARKSAIINTEGFINANCE

Google AI Integration for Financial Services Training

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

Google Cloud
✓ Official training Google CloudLevel Intermediate⏱️ 0.5 day (3h)

What you will learn

  • Utilize the core features of Google Workspace with Gemini to enhance financial report analysis, client communication, and presentation preparation.
  • Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.
  • Apply specialized AI agents with Gemini Enterprise to synthesize complex data and architect automated workflows that solve diverse analytical and creative challenges.
  • Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.
  • Integrate NotebookLM and Gemini to synthesize complex financial data into high-quality, data-backed outputs.

Prerequisites

  • Basic Google Apps familiarity, Google Workspace skills, Google workspace with Gemini familiarity, basic NotebookLM skills, Basic Gemini Enterprise knowledge and skills, Financial terms, Data security awareness

Target audience

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

Training Program

6 modules to master the fundamentals

Objectives
  • Use the core components of effective prompt structure for AI models.
  • Apply prompting techniques and tips to optimize AI model responses for specific tasks.
Topics covered
  • →Prompt structure
  • →Prompt tips
Activities

1 prompt example

Objectives
  • Identify Gemini features applicable to specific financial tasks and data analysis.
  • Demonstrate the use of Gemini to draft financial reports and client communications.
  • Compare the efficiency of completing financial tasks with and without the integration of Gemini features.
  • Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.
Topics covered
  • →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
Activities

5 use case demos

Objectives
  • Review the steps to upload financial source documents and create a notebook in NotebookLM.
  • Apply NotebookLM to answer specific financial analysis questions using the provided source materials.
  • Differentiate between summaries generated by NotebookLM and manually created ones.
  • Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.
Topics covered
  • →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
Activities

6 use case demos

Objectives
  • Synthesize complex search results into a verified, evidence-based research report.
  • Design specialized agents that autonomously analyze compliance risks, ESG impacts, and financial filings.
Topics covered
  • →Use case 1: Perform complex research on a topic with the Deep Research agent
  • →Use case 2: Brainstorm and innovate with the Idea Generation agent
  • →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
Activities

5 use case demos

Objectives
  • Analyze the inefficiencies of manual financial processes that custom Gems can address.
  • Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.
  • Apply custom Financial Gems in relevant use cases to streamline financial workflows.
  • Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.
Topics covered
  • →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
Activities

3 use case demos

Objectives
  • Collect and upload relevant information and data from various sources to NotebookLM.
  • Use NotebookLM to extract key insights from aggregated data.
  • Utilize Gemini to synthesize factual insights and legal principles to formulate high-quality outputs.
  • Produce clear, data-backed legal memos and strategic recommendations.
Topics covered
  • →Unified solution: Context and benefits
  • →NotebookLM: Understanding the data
  • →Gemini: Actionable outputs
  • →Unified solution: Implementation and impact
Activities

1 scenario demo

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Quality Process

SFEIR Institute's commitment: an excellence approach to ensure the quality and success of all our training programs. Learn more about our quality approach

Teaching Methods Used
  • Lectures / Theoretical Slides — Presentation of concepts using visual aids (PowerPoint, PDF).
  • Technical Demonstration (Demos) — The instructor performs a task or procedure while students observe.
Evaluation and Monitoring System

The achievement of training objectives is evaluated at multiple levels to ensure quality:

  • Continuous Knowledge Assessment : Verification of knowledge throughout the training via participatory methods (quizzes, practical exercises, case studies) under instructor supervision.
  • Progress Measurement : Comparative self-assessment system including an initial diagnostic to determine the starting level, followed by a final evaluation to validate skills development.
  • Quality Evaluation : End-of-session satisfaction questionnaire to measure the relevance and effectiveness of the training as perceived by participants.

Frequently Asked Questions

It is designed for financial services professionals such as analysts, advisors, and reporting teams who want to apply Google AI tools to financial analysis, reporting, and client communication.
No prior AI experience is required. A working knowledge of everyday financial tasks and Google Workspace is enough to follow the demonstrations and apply the tools.
You will learn to use Google Workspace with Gemini, NotebookLM Enterprise, and Gemini Enterprise to enhance financial analysis and reporting, securely query financial documents, and automate routine tasks.
Yes. Using advanced Gemini capabilities (Gems), you will develop customized early warning systems and craft tailored investor narratives for strategic financial analysis.
The course runs for 3 hours in an instructor-led format, combining slides with live demonstrations and hands-on activities.
Yes. It is an official Google Cloud Sparks course delivered by SFEIR Institute, a certified Google Cloud Training Partner.

395€ excl. VAT

per learner

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