ΠΕΡΙΓΡΑΦΗ

Artificial Intelligence (AI) is transforming the financial sector, driving efficiency, accuracy, and innovation across banking, investments, insurance, and corporate finance.

This seminar introduces participants to the fundamentals of AI, explores practical tools and applications across industries, and focuses on how AI is reshaping financial services.

Attendees will gain insights into how AI can optimize operations, enhance decision-making, improve risk management, and create new opportunities in a rapidly evolving digital landscape.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

By the end of the course, participants will be in position to:-

• Understand the fundamentals of Artificial Intelligence, including the distinctions between AI, Machine Learning, and Deep Learning.

• Recognize key AI concepts such as data, algorithms, models, training, and inference, and their relevance to finance.

• Identify the main types of Machine Learning (supervised, unsupervised, reinforcement, generative) and their practical applications.

• Draw lessons from AI use cases in other industries (retail, healthcare, energy, agriculture) and translate them into financial applications.

• Utilize AI tools for business and finance, including natural language AI, predictive analytics, generative AI, and AI-enhanced BI platforms.

• Apply AI in core financial domains such as banking, investments, insurance, and corporate finance, improving efficiency and decision-making.

• Assess risks and challenges of AI adoption in finance, including data governance, privacy, explainability, bias, and regulatory compliance.

• Develop a balanced perspective on leveraging AI opportunities responsibly while mitigating ethical and regulatory concerns.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

• Financial professionals seeking to understand how AI can enhance their work

• Managers and executives aiming to integrate AI into strategic decision-making

• IT and data specialists supporting financial institutions with digital transformation

• Professionals in banking, insurance, investments, and corporate finance exploring the future impact of AI

• Anyone interested in the role of AI in the evolution of financial services

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Course Outline

Introduction & Understanding Artificial Intelligence

• What is AI?
• Differences between AI, Machine Learning, and Deep Learning
• Key concepts: data, algorithms, models, training, inference
• Types of Machine Learning: supervised, unsupervised, reinforcement, generative AI
• Everyday applications and their relevance to finance

AI Across Sectors – Lessons for Finance

• Retail: recommendation engines, dynamic pricing
• Healthcare: predictive analytics, anomaly detection
• Energy & Agriculture: forecasting and optimization
• Key takeaway: how cross-industry innovation translates into financial applications

AI Tools for Business & Finance

• Natural Language AI (chatbots, document summarization, report drafting)
• Predictive analytics tools (forecasting, risk scoring, anomaly detection)
• Generative AI for presentations, reports, and decision support
• Data visualization & BI platforms with AI integration (Power BI, Excel Copilot, Google Sheets AI)

Core Financial Applications of AI (Part 1)

• Banking: fraud detection, credit scoring, customer service automation
• Investments: portfolio optimization, robo-advisory, predictive trading

Core Financial Applications of AI (Part 2)

• Insurance: claims processing, risk modeling, personalized products
• Corporate Finance: forecasting, auditing automation, compliance monitoring

Case studies & interactive examples

Hands-On Session 1: AI Demo for Finance

• Exploring a credit risk scoring example with open-source tools
• Using ChatGPT/LLMs for financial report summarization Interactive Q&A

Risks, Challenges & Responsible AI in Finance

• Data governance, privacy, and security issues
• Black-box models and explainability challenges
• Algorithmic bias and fairness in lending/underwriting
• Regulatory landscape (AI compliance, financial regulations, EU AI Act)

Hands-On Session 2: Responsible AI Workshop

• Participants analyze a case of bias in credit scoring
• Discuss mitigation strategies

Role-playing regulatory perspectives

Future of AI in Finance & Strategic Implementation

• Generative AI in banking and investment
• AI agents for customer experience
• AI-driven financial products and services
• Roadmap for AI adoption in financial institutions
• Summary of key learnings

Certification

All participants will be awarded a certificate. Each hour of attendance will account for one unit of Continuing Professional Development (CPD) as required for members of most professional bodies.