Learn how to make AI work for you in a finance setting. This chapter introduces the difference between augmentation and automation, shows how to extract insights from financial documents and data, and teaches you how to build reusable prompts. You’ll practice analyzing transcripts, summarizing stock trends, and creating prompt templates that save time and improve consistency.

Come l'AI sta trasformando la finanza

Quando la finanza incontra l'AI

Rischi e limiti dell'AI

Opzioni

Augmentation

Automation

Augmentation o automation?

Esplorare l’analisi finanziaria assistita dall’AI

Estrai i messaggi chiave in un attimo

Riassumi con stile

Insight con l'AI da file CSV

Ottenere risultati prevedibili con i template di prompt

Elementi essenziali dei template

Prova un template di prompt

Prompting Fundamentals for Finance 

Turn AI into a research partner that keeps you ahead of the curve. You’ll practice summarizing macroeconomic trends, comparing company filings, and tracking regulatory changes. Through guided exercises, you’ll learn how to prompt and refine AI-generated insights into clear takeaways that are ready for leadership presentations.

Financial research with AI

Ordering market research

AI research in action

Driving tailored output with custom instructions

Why custom instructions matter

Customize for consistency

Keep up with scheduled prompts

Stay smart with scheduling

Automate your weekly briefing

Go Deeper with AI

Design AI-powered workflows that make finance faster, smarter, and more reliable. You’ll build assistants that remember your instructions, map finance processes from data to decision, and assign the right steps to AI or humans. Learn to measure performance through accuracy, efficiency, and risk - creating accountable, audit-ready workflows that scale across your organization.

Streamline finance workflows with iterative prompting

Stack prompts like a pro

Polish while you prompt

Building custom finance assistants

Build a context-aware finance assistant

Build a forecasting assistant

From augmentation to automation

Map your workflow

Accountable automation

Congratulations

Designing Intelligent Finance Workflows

Sei un professionista della finanza e vuoi lavorare in modo più smart con l’AI? Questo corso ti mostra come usare l’intelligenza artificiale per analizzare dati finanziari, individuare insight in report e documenti ufficiali e semplificare le attività quotidiane. Imparerai a progettare prompt che diano risultati coerenti, a combinare narrazione e numeri in messaggi chiari e a impostare semplici automazioni per risparmiare ore nei cicli di chiusura. Alla fine, saprai trasformare l’AI in un partner affidabile per ricerca, analisi e reporting, aumentando sia la produttività sia l’impatto nella funzione finance.

Introduction to ChatGPT

Applica l'IA in finanza per analizzare dati, ottimizzare processi e automatizzare flussi decisionali.

AI per la finanza

Elementi essenziali dei template

AI per la finanza

Esercizio pratico interattivo