{"course":{"productid":36150,"modality":1,"active":true,"language":"en","title":"Google AI Integration for Financial Services","productcode":"GAIIFSIE","vendorcode":"GO","vendorname":"Google","fullproductcode":"GO-GAIIFSIE","courseware":{"has_ekit":false,"has_printkit":true,"language":""},"url":"https:\/\/portal.flane.ch\/course\/google-gaiifsie","objective":"<p>Core Modules:\n<\/p>\n<ul>\n<li>Utilize the core features of Google Workspace with Gemini to enhance financial report analysis, client communication, and presentation preparation.<\/li><li>Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.<\/li><li>Apply specialized AI agents with Gemini Enterprise to synthesize complex data and architect automated workflows that solve diverse analytical and creative challenges.<\/li><\/ul><p>Appendix (optional):\n<\/p>\n<ul>\n<li>Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.<\/li><li>Integrate NotebookLM and Gemini to synthesize complex financial data into high-quality, data-backed outputs.<\/li><\/ul>","essentials":"<p>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<\/p>","audience":"<ul>\n<li>Financial Analysts<\/li><li>Portfolio Managers<\/li><li>Client Advisors<\/li><li>Investment Bankers<\/li><li>Compliance Officers<\/li><li>Accountants<\/li><\/ul>","outline":"<h4>Module 1 - Prompt Guidelines<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Prompt structure<\/li><li>Prompt tips<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Use the core components of effective prompt structure for AI models.<\/li><li>Apply prompting techniques and tips to optimize AI model responses for specific tasks.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>1 prompt example<\/li><\/ul><h4>Module 2 - Google Workspace with Gemini Integration<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Use case 1: Summarizing quarterly financial reports<\/li><li>Use case 2: Analyzing financial data trends in Sheets<\/li><li>Use case 3: Drafting client communication<\/li><li>Use case 4: Creating presentation outlines<\/li><li>Use case 5: Summarizing earnings call transcripts<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Identify Gemini features applicable to specific financial tasks and data analysis.<\/li><li>Demonstrate the use of Gemini to draft financial reports and client communications.<\/li><li>Compare the efficiency of completing financial tasks with and without the integration of Gemini features.<\/li><li>Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>5 use case demos<\/li><\/ul><h4>Module 3 - NotebookLM Enterprise Integration<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Use case 1: Analyzing and comparing quarterly\/annual reports<\/li><li>Use case 2: Preparing for specific client meetings<\/li><li>Use case 3: Querying regulatory documents and compliance policies<\/li><li>Use case 4: Summarizing investment research and earnings call transcripts<\/li><li>Use Case 5: Assisting due diligence document review<\/li><li>Use Case 6: Creating client education podcast content outlines<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Review the steps to upload financial source documents and create a notebook in NotebookLM.<\/li><li>Apply NotebookLM to answer specific financial analysis questions using the provided source materials.<\/li><li>Differentiate between summaries generated by NotebookLM and manually created ones.<\/li><li>Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>6 use case demos<\/li><\/ul><h4>Module 4: Gemini Enterprise Integration<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Use case 1: Perform complex research on a topic with the Deep Research agent<\/li><li>Use case 2: Brainstorm and innovate with the Idea Generation agent<\/li><li>Use case 3: Create a Company Compliance Risk Assessment agent<\/li><li>Use case 4: Create an ESG Regulatory Impact Assessment agent<\/li><li>Use case 5: Create an IFRS \/ 10-K Financial Analyst agent<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Synthesize complex search results into a verified, evidence-based research report.<\/li><li>Synthesize complex search results into a verified, evidence-based research report.<\/li><li>Design specialized agents that autonomously analyze compliance risks, ESG impacts, and financial filings.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>5 use case demos<\/li><\/ul><h4>Appendix 1: Gemini Gems Integration<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework<\/li><li>Use case 2: Structuring a post-mortem analysis framework for financial performance deviations<\/li><li>Use case 3: Generating tailored Investor Relations (IR) narrative themes<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Analyze the inefficiencies of manual financial processes that custom Gems can address.<\/li><li>Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.<\/li><li>Apply custom Financial Gems in relevant use cases to streamline financial workflows.<\/li><li>Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>3 use casse demos<\/li><\/ul><h4>Appendix 2: Unified Solution for Google integration<\/h4><p>\n<strong>Topics:<\/strong>\n<\/p>\n<ul>\n<li>Unified solution: Context and benefits<\/li><li>NotebookLM: Understanding the data<\/li><li>Gemini: Actionable outputs<\/li><li>Unified solution: Implementation and impact<\/li><\/ul><p>\n<strong>Objectives:<\/strong>\n<\/p>\n<ul>\n<li>Collect and upload relevant information and data from various sources to NotebookLM.<\/li><li>Use NotebookLM to extract key insights from aggregated data.<\/li><li>Utilize Gemini to synthesize factual insights and legal principles to formulate high-quality outputs.<\/li><li>Produce clear, data-backed legal memos and strategic recommendations.<\/li><\/ul><p>\n<strong>Activities:<\/strong>\n<\/p>\n<ul>\n<li>1 scenario demo<\/li><\/ul>","summary":"<p>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&#039;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.<\/p>","objective_plain":"Core Modules:\n\n\n\n- Utilize the core features of Google Workspace with Gemini to enhance financial report analysis, client communication, and presentation preparation.\n- Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.\n- Apply specialized AI agents with Gemini Enterprise to synthesize complex data and architect automated workflows that solve diverse analytical and creative challenges.\nAppendix (optional):\n\n\n\n- Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.\n- Integrate NotebookLM and Gemini to synthesize complex financial data into high-quality, data-backed outputs.","essentials_plain":"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","audience_plain":"- Financial Analysts\n- Portfolio Managers\n- Client Advisors\n- Investment Bankers\n- Compliance Officers\n- Accountants","outline_plain":"Module 1 - Prompt Guidelines\n\n\nTopics:\n\n\n\n- Prompt structure\n- Prompt tips\n\nObjectives:\n\n\n\n- Use the core components of effective prompt structure for AI models.\n- Apply prompting techniques and tips to optimize AI model responses for specific tasks.\n\nActivities:\n\n\n\n- 1 prompt example\nModule 2 - Google Workspace with Gemini Integration\n\n\nTopics:\n\n\n\n- Use case 1: Summarizing quarterly financial reports\n- Use case 2: Analyzing financial data trends in Sheets\n- Use case 3: Drafting client communication\n- Use case 4: Creating presentation outlines\n- Use case 5: Summarizing earnings call transcripts\n\nObjectives:\n\n\n\n- Identify Gemini features applicable to specific financial tasks and data analysis.\n- Demonstrate the use of Gemini to draft financial reports and client communications.\n- Compare the efficiency of completing financial tasks with and without the integration of Gemini features.\n- Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.\n\nActivities:\n\n\n\n- 5 use case demos\nModule 3 - NotebookLM Enterprise Integration\n\n\nTopics:\n\n\n\n- Use case 1: Analyzing and comparing quarterly\/annual reports\n- Use case 2: Preparing for specific client meetings\n- Use case 3: Querying regulatory documents and compliance policies\n- Use case 4: Summarizing investment research and earnings call transcripts\n- Use Case 5: Assisting due diligence document review\n- Use Case 6: Creating client education podcast content outlines\n\nObjectives:\n\n\n\n- Review the steps to upload financial source documents and create a notebook in NotebookLM.\n- Apply NotebookLM to answer specific financial analysis questions using the provided source materials.\n- Differentiate between summaries generated by NotebookLM and manually created ones.\n- Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.\n\nActivities:\n\n\n\n- 6 use case demos\nModule 4: Gemini Enterprise Integration\n\n\nTopics:\n\n\n\n- Use case 1: Perform complex research on a topic with the Deep Research agent\n- Use case 2: Brainstorm and innovate with the Idea Generation agent\n- Use case 3: Create a Company Compliance Risk Assessment agent\n- Use case 4: Create an ESG Regulatory Impact Assessment agent\n- Use case 5: Create an IFRS \/ 10-K Financial Analyst agent\n\nObjectives:\n\n\n\n- Synthesize complex search results into a verified, evidence-based research report.\n- Synthesize complex search results into a verified, evidence-based research report.\n- Design specialized agents that autonomously analyze compliance risks, ESG impacts, and financial filings.\n\nActivities:\n\n\n\n- 5 use case demos\nAppendix 1: Gemini Gems Integration\n\n\nTopics:\n\n\n\n- Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework\n- Use case 2: Structuring a post-mortem analysis framework for financial performance deviations\n- Use case 3: Generating tailored Investor Relations (IR) narrative themes\n\nObjectives:\n\n\n\n- Analyze the inefficiencies of manual financial processes that custom Gems can address.\n- Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.\n- Apply custom Financial Gems in relevant use cases to streamline financial workflows.\n- Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.\n\nActivities:\n\n\n\n- 3 use casse demos\nAppendix 2: Unified Solution for Google integration\n\n\nTopics:\n\n\n\n- Unified solution: Context and benefits\n- NotebookLM: Understanding the data\n- Gemini: Actionable outputs\n- Unified solution: Implementation and impact\n\nObjectives:\n\n\n\n- Collect and upload relevant information and data from various sources to NotebookLM.\n- Use NotebookLM to extract key insights from aggregated data.\n- Utilize Gemini to synthesize factual insights and legal principles to formulate high-quality outputs.\n- Produce clear, data-backed legal memos and strategic recommendations.\n\nActivities:\n\n\n\n- 1 scenario demo","summary_plain":"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.","skill_level":"Intermediate","version":"1.0","duration":{"unit":"d","value":0,"formatted":"3 hours"},"pricelist":{"List Price":{"US":{"country":"US","currency":"USD","taxrate":null,"price":350},"CA":{"country":"CA","currency":"CAD","taxrate":null,"price":485},"SG":{"country":"SG","currency":"USD","taxrate":8,"price":300},"AU":{"country":"AU","currency":"USD","taxrate":10,"price":350},"IN":{"country":"IN","currency":"USD","taxrate":12.36,"price":250},"DE":{"country":"DE","currency":"EUR","taxrate":19,"price":350},"IL":{"country":"IL","currency":"EUR","taxrate":17,"price":350},"AT":{"country":"AT","currency":"EUR","taxrate":20,"price":350},"SE":{"country":"SE","currency":"EUR","taxrate":25,"price":350},"SI":{"country":"SI","currency":"EUR","taxrate":20,"price":350},"GB":{"country":"GB","currency":"GBP","taxrate":20,"price":350},"IT":{"country":"IT","currency":"EUR","taxrate":20,"price":350},"CH":{"country":"CH","currency":"CHF","taxrate":8.1,"price":350}}},"lastchanged":"2026-04-20T12:27:17+02:00","parenturl":"https:\/\/portal.flane.ch\/swisscom\/en\/json-courses","nexturl_course_schedule":"https:\/\/portal.flane.ch\/swisscom\/en\/json-course-schedule\/36150","source_lang":"en","source":"https:\/\/portal.flane.ch\/swisscom\/en\/json-course\/google-gaiifsie"}}