Google AI Integration for Financial Services (GAIIFSIE)

Module 1 - Prompt Guidelines

Topics:

• Prompt structure
• Prompt tips

Objectives:

• Use the core components of effective prompt structure for AI models.
• Apply prompting techniques and tips to optimize AI model responses for specific tasks.

Activities:

• 1 prompt example

Module 2 - Google Workspace with Gemini Integration

Topics:

• Use case 1: Summarizing quarterly financial reports
• Use case 2: Analyzing financial data trends in Sheets
• Use case 3: Drafting client communication
• Use case 4: Creating presentation outlines
• Use case 5: Summarizing earnings call transcripts

Objectives:

• Identify Gemini features applicable to specific financial tasks and data analysis.
• Demonstrate the use of Gemini to draft financial reports and client communications.
• Compare the efficiency of completing financial tasks with and without the integration of Gemini features.
• Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.

Activities:

• 5 use case demos

Module 3 - NotebookLM Enterprise Integration

Topics:

• Use case 1: Analyzing and comparing quarterly/annual reports
• Use case 2: Preparing for specific client meetings
• Use case 3: Querying regulatory documents and compliance policies
• Use case 4: Summarizing investment research and earnings call transcripts
• Use Case 5: Assisting due diligence document review
• Use Case 6: Creating client education podcast content outlines

Objectives:

• Review the steps to upload financial source documents and create a notebook in NotebookLM.
• Apply NotebookLM to answer specific financial analysis questions using the provided source materials.
• Differentiate between summaries generated by NotebookLM and manually created ones.
• Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.

Activities:

• 6 use case demos

Module 4: Gemini Enterprise Integration

Topics:

• Use case 1: Perform complex research on a topic with the Deep Research agent
• Use case 2: Brainstorm and innovate with the Idea Generation agent
• Use case 3: Create a Company Compliance Risk Assessment agent
• Use case 4: Create an ESG Regulatory Impact Assessment agent
• Use case 5: Create an IFRS / 10-K Financial Analyst agent

Objectives:

• Synthesize complex search results into a verified, evidence-based research report.
• Synthesize complex search results into a verified, evidence-based research report.
• Design specialized agents that autonomously analyze compliance risks, ESG impacts, and financial filings.

Activities:

• 5 use case demos

Appendix 1: Gemini Gems Integration

Topics:

• Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework
• Use case 2: Structuring a post-mortem analysis framework for financial performance deviations
• Use case 3: Generating tailored Investor Relations (IR) narrative themes

Objectives:

• Analyze the inefficiencies of manual financial processes that custom Gems can address.
• Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.
• Apply custom Financial Gems in relevant use cases to streamline financial workflows.
• Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.

Activities:

• 3 use casse demos

Appendix 2: Unified Solution for Google integration

Topics:

• Unified solution: Context and benefits
• NotebookLM: Understanding the data
• Gemini: Actionable outputs
• Unified solution: Implementation and impact

Objectives:

• Collect and upload relevant information and data from various sources to NotebookLM.
• Use NotebookLM to extract key insights from aggregated data.
• Utilize Gemini to synthesize factual insights and legal principles to formulate high-quality outputs.
• Produce clear, data-backed legal memos and strategic recommendations.

Activities:

• 1 scenario demo