Building AI Financial Chatbot training course

Building AI Financial Chatbot

Available Dates

Venue

Nov-25-2024

Amsterdam
Nov-25-2024

London
Dec-02-2024

Dubai
Dec-02-2024

Barcelona
Dec-09-2024

Kuala Lumpur
Dec-09-2024

Istanbul
Dec-16-2024

Singapore
Dec-16-2024

Paris
Dec-23-2024

London
Dec-30-2024

Amsterdam
Dec-30-2024

Dubai
Dec-30-2024

Barcelona
Jan-06-2025

Barcelona
Jan-06-2025

Dubai
Jan-13-2025

Istanbul
Jan-13-2025

Kuala Lumpur
Jan-20-2025

Paris
Jan-20-2025

Singapore
Jan-27-2025

Amsterdam
Jan-27-2025

London
Feb-03-2025

Barcelona
Feb-03-2025

Dubai
Feb-10-2025

Istanbul
Feb-10-2025

Kuala Lumpur
Feb-17-2025

Singapore
Feb-17-2025

Paris
Feb-24-2025

Amsterdam
Feb-24-2025

London
Mar-03-2025

Dubai
Mar-03-2025

Barcelona
Mar-10-2025

Istanbul
Mar-10-2025

Kuala Lumpur
Mar-17-2025

Paris
Mar-17-2025

Singapore
Mar-24-2025

Amsterdam
Mar-24-2025

London
Apr-07-2025

Barcelona
Apr-07-2025

Dubai
Apr-14-2025

Kuala Lumpur
Apr-14-2025

Istanbul
Apr-21-2025

Singapore
Apr-21-2025

Paris
Apr-28-2025

London
Apr-28-2025

Dubai
Apr-28-2025

Barcelona
Apr-28-2025

Amsterdam
May-05-2025

Dubai
May-05-2025

Barcelona
May-12-2025

Istanbul
May-12-2025

Kuala Lumpur
May-19-2025

Singapore
May-19-2025

Paris
May-26-2025

Amsterdam
May-26-2025

London
June-02-2025

Barcelona
June-02-2025

Dubai
June-09-2025

Istanbul
June-09-2025

Kuala Lumpur
June-16-2025

Singapore
June-16-2025

Paris
June-23-2025

London
June-30-2025

Barcelona
June-30-2025

Dubai
June-30-2025

Amsterdam
July-07-2025

Dubai
July-07-2025

Barcelona
July-14-2025

Istanbul
July-14-2025

Kuala Lumpur
July-21-2025

Paris
July-21-2025

Singapore
July-28-2025

Amsterdam
July-28-2025

London
Aug-04-2025

Dubai
Aug-04-2025

Barcelona
Aug-11-2025

Istanbul
Aug-11-2025

Kuala Lumpur
Aug-18-2025

Singapore
Aug-18-2025

Paris
Aug-25-2025

Amsterdam
Aug-25-2025

London
Sep-01-2025

Barcelona
Sep-01-2025

Dubai
Sep-08-2025

Kuala Lumpur
Sep-08-2025

Istanbul
Sep-15-2025

Singapore
Sep-15-2025

Paris
Sep-22-2025

London
Sep-29-2025

Barcelona
Sep-29-2025

Amsterdam
Sep-29-2025

Dubai
Oct-06-2025

Dubai
Oct-06-2025

Barcelona
Oct-13-2025

Istanbul
Oct-13-2025

Kuala Lumpur
Oct-20-2025

Paris
Oct-20-2025

Singapore
Oct-27-2025

London
Oct-27-2025

Amsterdam
Nov-03-2025

Dubai
Nov-03-2025

Barcelona
Nov-10-2025

Kuala Lumpur
Nov-10-2025

Istanbul
Nov-17-2025

Singapore
Nov-17-2025

Paris
Nov-24-2025

Amsterdam
Nov-24-2025

London
Dec-01-2025

Barcelona
Dec-01-2025

Dubai
Dec-08-2025

Istanbul
Dec-08-2025

Kuala Lumpur
Dec-15-2025

Singapore
Dec-15-2025

Paris
Dec-22-2025

London
Dec-29-2025

Amsterdam
Dec-29-2025

Dubai
Dec-29-2025

Barcelona

Course Details

AI chatbots are rapidly transforming the financial industry by providing efficient and personalized customer service, streamlining operations, and enhancing user engagement. These intelligent systems leverage natural language processing (NLP) and machine learning algorithms to understand and respond to customer inquiries, offering tailored financial advice and performing secure transactions. As the adoption of AI chatbots in finance grows, the demand for skilled professionals who can design and implement these systems is increasing.

The Building AI Financial Chatbot training course equips participants with the skills and knowledge needed to develop advanced AI chatbots for the financial sector. Over five days, the course covers the fundamentals of AI chatbot architecture, including key tools and technologies, infrastructure requirements, and ethical considerations. Participants will gain hands-on experience in Python programming and machine learning, learn to design basic and advanced chatbots using frameworks like LangChain, and understand the intricacies of deploying chatbots in financial environments.

Through interactive workshops and practical projects, attendees will acquire the expertise to create robust AI chatbots that comply with financial regulations and provide exceptional user experiences.

By the end of this course, participants should be able to:

Understand the role and importance of AI chatbots within the financial services sector.
Utilize Python and other tools to analyze financial data and develop predictive models.
Perform exploratory data analysis (EDA) using Python and essential libraries, such as Pandas, Matplotlib, and NumPy.
Integrate Natural Language Processing (NLP), dialogue management, and user interaction techniques into financial chatbot architectures.
Design and develop an AI-powered chatbot using RAG and LLMs to handle complex financial queries.
Integrate LangChain to enhance chatbot capabilities and ensure seamless user interactions.
Understand ethical considerations and regulatory requirements of using AI chatbots in the financial industry.
Deploy and manage AI chatbots that comply with financial regulations and maintain high standards of data privacy and security.
Adapt and iterate on AI models based on user feedback and emerging financial trends.

This course is designed for professionals and enthusiasts eager to explore the development and deployment of AI chatbots in the financial industry, enhancing customer service and operational efficiency:

Software developers and AI engineers working in finance
IT Professionals in Financial Services
Data scientists with an interest in natural language processing and chatbots
Customer Experience Managers in the Finance Sector
FinTech Entrepreneurs
Students and academics in computer science and finance fields
Anyone interested in the application of AI in financial customer service

Course Outline

5 days course

Day 1

Day 2

Day 3

Day 4

Day 5

Introduction to AI Chatbots in Finance

Overview of AI Chatbots: Discuss the role and growing importance of chatbots in the financial industry.
Key Tools & Technologies: Introduction to Key Tools & Technologies
Infrastructure Requirements: Overview of the technical setup needed for developing AI chatbots.
Ethical and Regulatory Considerations: Understanding compliance with financial regulations and ethical AI usage.
Case Studies: Review of successful implementations of AI chatbots in finance.

Python & ML Basics

Introduction to Python for Finance: Basics of Python programming focused on financial applications.
Exploratory Data Analysis (EDA): Techniques using Python to visualize and analyze financial datasets.
Python Libraries for Financial Analysis: Introduction to libraries like Pandas, NumPy, and Matplotlib.
Machine Learning: Understanding Basic ML Concepts
Discussion: Best practices for data handling and analysis in finance.

Designing a Basic Chatbot

Components of AI Chatbots: Introduction to the Fundamentals of Chatbots
Building Blocks of Financial Chatbots: Detailed discussion on the architecture of AI chatbots, including NLP, dialogue management, and user interaction.
Retrieval-Augmented Generation (RAG): Explaining how RAG works to enhance chatbot responses with contextual accuracy.
Workshop: Setting up the basic framework for a financial chatbot

Advanced Chatbot Development with LangChain

Introduction to LangChain: Understanding Langchain Framework to Work with LLM's.
LLMs Fine-Tuning: Exploring different open-source LLM's like LAMA3, Falcon, and Mistral for finetuning.
Advanced Features in Chatbot Design: Adding capabilities such as sentiment analysis, personalized financial advice, and secure transactions.
Hands-On Lab: Integrating LangChain into their chatbot projects to improve conversational abilities and handle complex queries.
Discussion: Tackling challenges such as understanding user intent and maintaining conversational context.

Deploying & Managing Financial AI Chatbots

Testing and Validation: Best practices for testing and validating chatbot functionalities to ensure reliability and accuracy.
Deployment Strategies: Approaches for deploying chatbots in financial environments, including scalability and security considerations.
Ethical and Compliance Considerations: Ensuring that chatbots adhere to ethical AI principles and comply with financial regulations.
Final Project Presentation: Participants present their chatbot projects, sharing insights and outcomes.

Building AI Financial Chatbot

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Course Outline

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