AI and Cloud Transformation in Finance

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AI and Cloud Transformation in Finance

This course is part of FinTech, AI and Digital Finance Transformation Specialization

Instructor: TSV Learning

Included with Learn more

5 modules

Gain insight into a topic and learn the fundamentals.

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

5 modules

Gain insight into a topic and learn the fundamentals.

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Analyze how AI and automation transform banking, insurance, wealth management, and financial services.
Evaluate cloud-native finance using APIs, microservices, serverless computing, DevOps, security, and resilience.
Apply human-centered design and responsible AI principles to create trusted, personalized financial experiences.

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Build your subject-matter expertise

This course is part of the FinTech, AI and Digital Finance Transformation Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 5 modules in this course

Transform financial services through AI, cloud technology, and human-centered design. This course explores how financial institutions can build intelligent, scalable, and customer-focused ecosystems across banking, insurance, wealth management, and digital finance.

You’ll examine generative and agentic AI, cognitive finance, automation, digital lending, unified data, explainability, ethical risks, and multi-agent governance. You’ll explore InsureTech innovations including cloud-native insurance, automated underwriting, telematics, parametric insurance, reinsurance, and strategic partnerships. You’ll also assess AI-powered wealth management, personalized advisory, tokenized investments, digital onboarding, and integrated financial ecosystems. The course develops your understanding of cloud-native finance through APIs, microservices, containers, serverless computing, DevOps, resilience, security, observability, and modernization strategies. You’ll also apply human-centered design, journey mapping, omnichannel integration, and predictive personalization to improve financial experiences. Designed for learners interested in financial services transformation, this course prepares you to evaluate responsible AI, cloud architectures, digital ecosystems, and customer-centered transformation initiatives.

Analyze how generative AI, autonomous agents, unified data, and human-AI collaboration transform customer experience, financial operations, lending, risk, and compliance. Evaluate ethical risks, explainability requirements, governance phases, and multi-agent controls needed to build trusted cognitive institutions.

What's included

10 videos4 assignments

10 videosTotal 67 minutes

Introduction to Cognitive Institutions8 minutes
AI-Driven Customer Experience4 minutes
Intelligent Back Office Automation8 minutes
Unified Data and AI Workflows7 minutes
Human-AI Collaboration in Finance10 minutes
Ethical Risks of AI in Finance7 minutes
Agentic AI Governance Framework6 minutes
AI Agents in Digital Lending6 minutes
Open Finance and AI Integration6 minutes
Multi-Agent Governance Models6 minutes

4 assignmentsTotal 60 minutes

Building the Cognitive Financial Institution30 minutes
From Traditional Banking to Cognitive Finance10 minutes
Connecting Data, AI, and People10 minutes
Governing AI-Powered Financial Ecosystems10 minutes

Examine how AI, cloud-native platforms, telematics, parametric models, and automated workflows transform insurance underwriting, pricing, claims, prevention, and reinsurance. Evaluate strategic partnerships, data privacy, algorithmic transparency, and digital insurance growth models.

What's included

6 videos4 assignments

6 videosTotal 36 minutes

InsureTech Transformation Overview3 minutes
Cloud-Native InsureTech Architecture7 minutes
AI Disruption in Insurance Operations5 minutes
Challenges in Parametric Insurance7 minutes
AI-Powered Reinsurance Systems6 minutes
Strategic Partnerships in InsureTech7 minutes

4 assignmentsTotal 60 minutes

Reinventing Insurance Through InsureTech30 minutes
Foundations of Digital Insurance Transformation10 minutes
AI Innovation and Parametric Insurance10 minutes
Reinsurance Innovation and Strategic Growth10 minutes

Analyze digital wealth-management trends, personalized AI advisory, tokenized investments, onboarding, and integrated financial ecosystems. Assess how cloud-native cores, APIs, microservices, distributed data, and migration strategies support scalable financial innovation.

What's included

7 videos4 assignments

7 videosTotal 48 minutes

Digital Wealth Management Trends7 minutes
Personalized AI Investment Advisory5 minutes
Tokenization and Digital Investments6 minutes
Digital Wealth Platform Onboarding8 minutes
Future of Digital Financial Ecosystems6 minutes
Cloud Native Core8 minutes
Cloud Native Core Continued8 minutes

4 assignmentsTotal 60 minutes

Transforming Wealth and Digital Financial Ecosystems30 minutes
Personalized Digital Wealth Experiences10 minutes
Building the Future Investment Ecosystem10 minutes
Introducing the Cloud-Native Financial Core10 minutes

Apply containerization, DevOps, serverless computing, platform engineering, resilience, observability, and edge processing to modern financial architecture. Evaluate operational metrics, sustainable cloud practices, workforce change, testing strategies, and cloud-provider ecosystems.

What's included

6 videos3 assignments

6 videosTotal 43 minutes

Cloud Native Archirtecture Part 18 minutes
Cloud Native Archirtecture Part 26 minutes
Cloud Native Use Cases7 minutes
Cloud Native Operations8 minutes
Cloud Native Operations Continued9 minutes
Way Forward5 minutes

3 assignmentsTotal 50 minutes

Architecting and Operating Cloud-Native Finance30 minutes
Designing Cloud-Native Financial Architecture10 minutes
Scaling Cloud-Native Operations10 minutes

Apply human-centered design, design thinking, behavioral personas, omnichannel integration, predictive personalization, and journey mapping to digital financial experiences. Analyze how cross-functional teams, AI, augmented reality, privacy, trust, and relationship metrics support customer loyalty.

What's included

9 videos3 assignments

9 videosTotal 67 minutes

Human-Centered Design Fundamentals6 minutes
Customer Experience in HCD7 minutes
Design Thinking in Financial Services9 minutes
Applying HCD to Digital Banking8 minutes
Omnichannel Customer Journey Design9 minutes
Data-Driven Personalization Strategies9 minutes
Aligning Teams for Digital Transformation5 minutes
Technologies Enabling Digital Transformation5 minutes
Future of Human-Centered Financial Services8 minutes

3 assignmentsTotal 50 minutes

Designing Human-Centered Financial Experiences30 minutes
Designing Seamless Customer Experiences10 minutes
Personalizing and Transforming the Future of Finance10 minutes

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Instructor

TSV Learning

The Skill Valley

83 Courses544 learners

Offered by

The Skill Valley

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