Building AI Financial Chatbot

Course Info

Length: 1 Week

City: Istanbul

Type: In Classroom

Available Dates

  • Jan-20-2025

    Istanbul

  • Apr-21-2025

    Istanbul

  • July-21-2025

    Istanbul

  • Oct-20-2025

    Istanbul

Dates in Other Venues

  • Jan-20-2025

    London

  • Jan-20-2025

    Paris

  • Jan-20-2025

    Kuala Lumpur

  • Jan-20-2025

    Singapore

  • Jan-20-2025

    Barcelona

  • Jan-20-2025

    Amsterdam

  • Feb-17-2025

    Dubai

  • Mar-10-2025

    London

  • Apr-21-2025

    Amsterdam

  • Apr-21-2025

    Kuala Lumpur

  • Apr-21-2025

    Dubai

  • Apr-21-2025

    Paris

  • Apr-21-2025

    Singapore

  • Apr-21-2025

    Barcelona

  • May-19-2025

    London

  • June-09-2025

    Dubai

  • July-21-2025

    Barcelona

  • July-21-2025

    Amsterdam

  • July-21-2025

    Paris

  • July-21-2025

    London

  • July-21-2025

    Kuala Lumpur

  • July-21-2025

    Singapore

  • Aug-18-2025

    Dubai

  • Sep-08-2025

    London

  • Oct-20-2025

    Kuala Lumpur

  • Oct-20-2025

    Barcelona

  • Oct-20-2025

    Dubai

  • Oct-20-2025

    Amsterdam

  • Oct-20-2025

    Paris

  • Oct-20-2025

    Singapore

  • Nov-17-2025

    London

  • Dec-08-2025

    Dubai

Course Details

Course Outline

5 days course

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.