🏆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
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Google AI Integration for Financial Services Training

This course is designed to help financial service professionals discover how to integrate Google AI tools into their daily operations to optimize productivity and decision-making. Participants will explore the application of Gemini, Gemini Notebook, and AgentSpace in automating report generation, analyzing financial data, and improving client interactions. The course will also cover strategies for maintaining data security and compliance while utilizing AI technologies.

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

What you will learn

  • Explain how Gemini for Workspace can aid in financial report generation and analysis.
  • Utilize Gemini to summarize financial news and draft client communications.
  • Assess the potential of Gemini to enhance accuracy and speed in financial tasks.
  • Formulate strategies for using Gemini to improve compliance documentation.
  • Generate insights from financial data using Gemini to inform decision-making.
  • Use Gemini Notebook to analyze financial documents, prepare for meetings, and query regulatory information.
  • Automate repetitive financial service workflows using AgentSpace to increase operational efficiency and accuracy.

Prerequisites

  • Google Workspace basics
  • Financial terms
  • Data security awareness

Target audience

  • Financial Analysts, Investment Bankers, Portfolio Managers, Risk Managers, Compliance Officers

Training Program

3 modules to master the fundamentals

Objectives
  • Participants will learn to use Gemini to automate financial reporting, analyze data, and improve client communications.
Objectives
  • Participants will learn to use Gemini Notebook to analyze financial documents, prepare for meetings, and query regulatory information.
Objectives
  • Participants will learn to automate repetitive financial service tasks using AgentSpace, increasing efficiency and accuracy.

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Upcoming sessions

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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.

790€ excl. VAT

per learner

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