AI/ML IN FINANCIAL SERVICES COURSE
2 APR 2024 - 14 MAY 2024
TUESDAYS & THURSDAYS
5 PM PST / 8 PM EST
Join Paul J. Davis, Wells Fargo’s SVP, Head of AI/ML Model Development for Consumer Leading, to be at the forefront of AI-powered transformation in the field.
THIS COURSE IS FOR YOU, IF...
YOU WANT TO BOOST YOUR CAREER IN FINANCE WITH PERSONALIZED FEEDBACK
Supercharge your financial career with AI. Discover AI-powered solutions to enhance customer experiences, manage risk, optimize portfolios, and elevate your skills in the financial industry.
YOU WANT TO STEP INTO FINANCIAL INDUSTRY AS AN AI EXPERT
Upgrade your earnings and tech toolkit. Get caught up to speed with critical domain expertise, enabling you to harness AI's power in fraud detection, credit scoring, and more.
YOU WANT TO IMPROVE YOUR DATA ANALYSIS & MANAGERIAL SKILLS
Add a deeper understanding of financial concepts to your data science or IT management profession. Tackle current projects confidently by simplifying their complexities with practice.
Stay up-to-date with technology. Increase your contributions & value.
Empower your financial career with AI & ML expertise. From automating risk assessment to detecting fraud, gain hands-on skills to lead AI initiatives and navigate challenges in finance.
Flexible lessons, practical knowledge & instant applicability.
Dive into our pre-course training materials and then learn LIVE online. Elevate your finance career, network with industry leaders, and master AI from the comfort of your home.
- SVP, Head of AI/ML Model Development for Consumer Leading, Wells Fargo
- Has 30 years of experience leading impactful global data science teams, empowering Fortune 500 companies to thrive
- Spearheaded AI/ML model development at Wells Fargo, driving innovation in consumer lending
- Recognized as Inventor of the Year in 2022, Paul's patent contributions are shaping the future of AI and ML technologies
- With a rich history in personalization engine development, he has transformed the online experiences of major companies like Chase, American Express, and Verizon
- Instructor Introduction
- Course Objectives & Flow
- Q & A
Buckle up and explore the world of AI and ML: Essential skills for aspiring data scientists and engineers. Uncover the power of AI and ML in finance, decode key terminology, and dive into the Machine Learning pipeline and workflow.
- What is AI & ML?
- Skills needed for a data scientist or data engineer
- AI & ML solutions for financial services
- Key terminology and software related to financial services
- Machine Learning pipeline & workflow
Assignment #01 - AI/ML & Financial Services Typeform [Optional]
Discover AI/ML algorithms to pinpoint financial issues with actionable AI/ML solutions. Delve into classifications, compare regression models, and witness a live demonstration that walks you through the intricacies of identifying challenges and the right approaches.
- AI & ML algorithms
- Classification vs. regression models
- Financial problems meet AI/ML solutions
- Demo: Analyze financial problems & formulate solutions
Assignment #2 - AI/ML Solutions for Financial Services
Unlock the power of data in finance. Learn to harness diverse data sources, explore essential data processing tools, and master the art of data preparation for precise analysis and modeling in finance.
- Data sources in finance
- Data processing software
- Importance of preprocessing data & data cleansing in finance
- Lab: Python for preprocessing & cleansing data
Assignment #03 - Python for Preprocessing & Cleansing Data [Optional]
Elevate your finance skills with practice. Build an automated credit risk assessment system, evaluate model performance with diverse metrics, and create a robust credit risk model.
- Credit scoring & evaluation models
- Automating credit risk assessments
- Model evaluation & performance metrics
- Demo: Building a credit risk model
Assignment #4: Credit Risk Model
Uncover the nuances of fraud detection. Harness AI's role in real-time fraud prevention, master data-driven fraud detection, and implement powerful anomaly detection techniques.
- Types of fraud
- AI & fraud detection
- Real-time detection
- Guest Speaker Demo: Data-driven fraud detection & anomaly detection techniques
Assignment #5: Fraud Detection
Use history to predict the future. Leverage time series forecasting methods, pinpoint practical applications for predictive analytics, especially in ATM demand volume prediction, and assess model effectiveness using suitable metrics.
- Forecasting & analytics tools
- Time series forecasting techniques
- Use cases for predictive analytics
- Model evaluation and performance metrics
- Lab: Trend forecasting
Assignment #6: Trend Forecasting
Master AI techniques for portfolio optimization and risk management in finance. Enhance portfolio distribution and implement algorithmic trading strategies.
- Portfolio distribution
- Asset management using Neural Networks
- Algorithmic trading strategies
- AI-driven portfolio optimization and risk management
- Guest Speaker Demo: Implementing & assessing AI-driven portfolio optimization and trading strategies
Assignment #07 - Algorithmic Trading Case Study [Optional]
Delve into RPA's applications, integrate AI/ML, and design automation solutions for operational excellence in finance. The result? Maximized efficiency, accuracy, and innovation in financial processes.
- RPA financial services use cases
- RPA opportunities & benefits
- Integrating AI/ML with RPA
- Guest Speaker: RPA in financial services
In this class, you’ll master customer segmentation using ML and Deep Learning for actionable insights from diverse data. Then you’ll create distinct customer profiles based on behaviors, preferences, and characteristics.
- Customer segments
- Customer profiling & segmentation techniques using ML/DL
- Personalized marketing & product recommendations using ML/DL
- Lab: Customer segmentation
Assignment #8: Customer Segmentation
Learn to work smarter and not harder. Employ NLP to design virtual assistants, chatbots, and gain insights from customer feedback using sentiment analysis.
- Introduction to Natural Language Processing (NLP)
- Applications of NLP in finance
- Automation: virtual assistants & chatbots
- Sentiment analysis for customer feedback
- Lab: Building virtual assistants & chatbots
Assignment #9: Virtual Assistants & Chatbots
Cultivate a culture of proficiency by educating and training teams. Learn how to integrate AI/ML into existing systems and gain insights from metrics that measure success and ROI.
- Building an AI/ML team and infrastructure
- Integrating AI/ML into existing systems
- Educating & training teams on AI/ML solutions
- Measuring success and ROI of AI/ML projects
Assignment #10: Educating Teams on AI/ML Solutions
Handle the future of finance responsibly. Identify ethical and regulatory dimensions, potential biases, and data privacy concerns in AI implementation within finance.
- Ethical considerations of AI in finance
- Data privacy & security concerns
- Regulations and compliance
- Guest Speaker: Ensuring ethical implementation of AI & ML in finance
Kickstart your career and journey into AI-powered financial paths. Get insights into the job landscape, review interview tips, and learn how to tailor your resume to highlight your skills.
- Career outlook
- AI & finance future
- Resume & interview guidance
- Course wrap-up
Assignment #11: Resume & Cover Letter Review [Optional]
What our students say
"The group activities, they allow us to interact and exchange ideas, plus the way it is structured is challenging and mind twisting as we collaborate in different parts of the ideation."
"Overall I'm impressed with the level of detail and explanation around particular topics and subjects. There's a real depth to each module which for learning allows the information to stay in your brain."
"I really enjoy the format of the course. Lectures with real life examples and an ongoing case study. Also built in 20 minutes at the end of each class for questions is helpful."
"I enjoyed the structure of the class. I like how we learned about a topic and practiced it in the workshops. It’s helped me to apply what I learned!"