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.
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.
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.
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.
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.
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.
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Google is in Tier 2: excellent universities and the companies that build the technology of our institution ranking (88/100). They build what they teach.
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Harvard University · edX
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