AITraining2U - Financial Institutions & Departments

The Financial Bottleneck

Finance departments spend countless hours manually extracting data from disjointed systems, reconciling spreadsheets, and drafting compliance reports. This manual heavy-lifting leaves little time for actual strategic analysis and exposes the firm to human error.

Automated Data Gathering

Deploy AI to securely scrape market data, extract line items from thousands of PDF invoices, and pull transaction histories via APIs, centralizing it all automatically.

Intelligent Reconciliation

Stop manual ledger matching. Build workflows where AI compares bank statements against internal ERP records, auto-flagging discrepancies and formatting the output for review.

Advanced Financial Analysis

Feed clean data into secure LLMs to instantly perform variance analysis, spot spending trends across departments, and generate preliminary risk assessment narratives.

Automated Reporting

Generate compliant board packs and management reports in seconds. AI translates raw data sheets into structured, visualized, and perfectly formatted executive summaries.

Compliance & Security

Build pipelines that automatically scan internal communications and documents to redact PII (Personally Identifiable Information) and ensure regulatory compliance before sharing.

Secure Communication

Create secure, internal AI chatbots that allow staff to query company financial policies or client portfolios without exposing sensitive data to public AI models.

A 2-Day Implementation Masterclass

This is not a theoretical seminar. Your financial analysts, accountants, and IT staff will learn to build, test, and deploy highly secure AI workflows using real-world financial scenarios.

1

Day 1: AI Foundations & Secure Data

Master the fundamentals of prompting LLMs with a heavy focus on data privacy. Learn how to securely sanitize financial data, extract insights from complex PDFs (annual reports, contracts), and build RAG systems for internal policy querying.

2

Day 2: Financial Pipelines & Automation

Dive into n8n to connect your existing tools (Google Workspace, Office 365, internal databases). Build autonomous agents that gather data, run reconciliations, generate visual dashboards, and draft compliance reports automatically.

Who Should Attend?

Chief Financial Officers (CFOs)
Financial Analysts & Planners
Risk & Compliance Officers
Accountants & Auditors
Finance IT & Operations Leads

What Every Participant Gets

Everything needed to continue building secure financial workflows post-training.

Strong Foundation

Master the core principles of AI logic, agentic orchestration, and structured prompting with a focus on data security.

Official Certification

Receive a verifiable certificate of completion to validate your team's new technical capabilities.

Ready Workflows

Take home deployable n8n templates and custom prompt libraries built during the session.

Community Support

Gain lifetime access to our private alumni groups for ongoing troubleshooting and networking.

Learn from Industry Experts

Our trainers blend deep technical expertise with enterprise implementation experience.

Warren Leow

Founder & Strategy Lead

Former management consultant at Bain & Company. Founder of multiple tech startups with exits. Specialist in connecting business strategy with agentic AI implementations.

Chan Wei Khjan

Finance & Process Transformation Lead

Former Audit Partner at YYC. Expert in financial process automation and governance. Leads the technical implementation of n8n workflows for enterprise teams.

Marcus Chia

UI/UX & Product Lead

Expert in translating user needs into functional AI-driven interfaces. Teaches how to use Antigravity and Claude Code to build polished, user-centric apps.

Tze Jin

AI & ML Specialist

Deep expertise in machine learning and backend logic. Guides participants on integrating complex AI reasoning and database structures.

Ruey Fong

Whatsapp and Technical Specialist

Specialist in designing robust AI architectures for large-scale enterprise deployments, ensuring secure and scalable systems.

Shah Mijanur Rahman

Cybersecurity and Agentic Security Expert

Expert in data pipelines, database management, and RAG integration, optimizing how AI agents retrieve and process internal knowledge securely.

Modernize Your Finance Operations

Stop wasting time on manual reconciliation and data entry. Equip your team with the skills to build compliant AI workflows. Let's discuss a custom curriculum.

Secure AI for Financial Operations