Google AI for Finance Professionals

Google AI for Finance Professionals

Instructor: Google Cloud Training

What you'll learn

Use Gemini in Google Workspace applications and Google Workspace Studio to automate financial workflows.
Design customized Gems in Gemini to serve as specialized AI experts for repeatable financial goals.
Synthesize financial documents within Gemini Notebook for enterprise users to extract insights from structured and unstructured data.
Configure and deploy Gemini Enterprise agents to connect to external applications and automate complex workflows.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments

Taught in English

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There are 6 modules in this course

Designed for finance services professionals across all industries, this course equips you to leverage AI tools, including Google Workspace with Gemini, Google Workspace Studio, Gemini Gems, Gemini Notebook, and Gemini Enterprise for increased productivity, automation, strategic decision-making, and innovation in your daily workflows.

In this introduction, you'll explore the course goals and objectives.

What's included

1 plugin

Learn to use Gemini directly within Docs, Sheets, and Gmail. This module covers a four-part prompting framework to automate financial summaries, analyze data trends, and draft professional client communications or reusable templates.

What's included

1 assignment7 plugins

1 assignmentTotal 10 minutes

Google Workspace with Gemini - Quiz10 minutes

7 pluginsTotal 27 minutes

Introduction to Google Workspace with Gemini5 minutes
Create your Google Workspace trial account2 minutes
Use case 1: Summarizing quarterly financial reports5 minutes
Use case 2: Analyzing financial data trends in Google Sheets5 minutes
Use case 3a: Drafting client communication in Gmail3 minutes
Use case 3b: Drafting client communication in Google Docs2 minutes
Use case 4: Automating tasks in Google Workspace Studio5 minutes

This section explores "Gems", or customized AI expert assistants designed for repeatable goals. You will learn to build Gems for specific tasks like designing risk dashboards, conducting post-mortem analyses, and crafting investor narratives.

What's included

1 assignment4 plugins

Discover how to use Gemini Notebook as a personalized research assistant. You will use "source-grounding" to synthesize insights from specific financial reports, regulatory filings, and client notes while maintaining strict data privacy and accuracy.

What's included

1 assignment5 plugins

1 assignmentTotal 8 minutes

Gemini Notebook - Quiz8 minutes

5 pluginsTotal 25 minutes

Introduction to Gemini Notebook5 minutes
Use case 1: Analyzing and comparing quarterly/annual reports5 minutes
Use case 2: Preparing for client meetings5 minutes
Use case 3: Querying regulatory documents and compliance policies5 minutes
Use case 4: Assisting due diligence document review5 minutes

This module focuses on deploying advanced AI agents to orchestrate complex workflows in Gemini Enterprise. Learn to connect external apps to your agent to automate high-stakes tasks like portfolio compliance audits, investment deal reviews, and digitizing audit field notes.

What's included

1 assignment4 plugins

This module summarizes what was covered in the course and provides a document with a list of additional resources for learners to continue their learning journey.