AI for Finance Training in Taipei

AI in Financial Services is revolutionizing the way institutions handle risk, strategy, compliance, and customer experience.

This instructor-led, live training (available online or on-site) is designed for intermediate-level financial and technology professionals who want to understand how AI influences strategy, ethics, and regulation in the financial sector.

By the end of this training, participants will be able to:

• Grasp the strategic applications of AI in financial services.
• Assess the ethical and regulatory implications of adopting AI.
• Create frameworks for responsible AI governance and oversight.
• Align AI strategies with organizational objectives and compliance standards.

Format of the Course

• Interactive lectures and discussions.
• Case studies and group activities.
• Practical analysis of real-world AI regulatory frameworks.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Taipei (online or onsite) is aimed at intermediate-level financial professionals, risk analysts, and AI engineers who wish to develop and deploy AI-driven solutions for financial automation and fraud detection.

By the end of this training, participants will be able to:

• Understand the role of AI in financial automation and fraud detection.
• Build AI models for detecting fraudulent transactions.
• Leverage machine learning for real-time risk assessment.
• Deploy AI-powered financial monitoring systems.

Ollama is a lightweight platform designed for running large language models on local systems.

This instructor-led, live training (available online or onsite) is tailored for intermediate-level finance professionals and IT personnel who aim to implement, customize, and operationalize AI solutions based on Ollama within financial settings.

Upon completing this training, participants will acquire the necessary skills to:

• Deploy and configure Ollama securely for use in financial operations.
• Integrate local language models into analytical and reporting processes.
• Customize models to handle finance-specific terminology and tasks.
• Implement best practices for security, privacy, and compliance.

Course Format

• Interactive lectures and discussions.
• Hands-on exercises with financial data.
• Practical lab sessions focusing on finance-related scenarios.

Course Customization Options

• For a customized training session tailored to your specific needs, please contact us to arrange.

Artificial Intelligence is a technology that enables the development of digital products with advanced data-driven capabilities and personalized customer experiences.

This instructor-led, live training (online or onsite) combined with asynchronous activities and in-person workshops is designed for intermediate-level banking professionals who want to effectively design, develop, and deliver AI-powered digital products.

By the end of this training, participants will be able to:

• Identify customer needs and define a clear product vision.
• Leverage AI technologies to enhance digital banking products.
• Use agile and design thinking methodologies to create user-centered solutions.
• Measure, iterate, and optimize product performance for sustained value.

Course Format

• 50% synchronous classes (virtual or in-person).
• 25% asynchronous activities (videos, readings, forums).
• 25% in-person practical workshops with case studies.

Customization Options for the Course

• To request a customized training session for this course, please contact us to arrange.

Copilot for Microsoft 365 is an AI-driven assistant that seamlessly integrates with Microsoft Office applications. It is designed to boost productivity, streamline reporting processes, and aid in decision-making for finance and accounting professionals.

This instructor-led, live training (available online or onsite) is tailored for finance and accounting professionals who have limited experience with artificial intelligence but are looking to harness the power of Microsoft Copilot. The goal is to enhance accuracy, efficiency, and insight in financial tasks.

By the end of this training, participants will be able to:

• Generate financial reports quickly and accurately using Copilot.
• Automate routine accounting and data-entry tasks.
• Produce financial summaries and forecasts with AI support.
• Extract insights from large financial datasets using natural language prompts.

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• For customized training options, please contact us to arrange.

Applied AI brings new levels of efficiency and intelligence to the way finance professionals analyze and report on business performance.

This instructor-led, live training (available online or onsite) is designed for intermediate-level finance professionals who want to integrate AI tools into their financial statement workflows to improve accuracy, automate repetitive tasks, and gain forward-looking insights.

By the end of this training, participants will be able to:

• Automate data extraction from financial documents using AI tools.
• Apply machine learning models to identify trends and anomalies in financial statements.
• Use generative AI to assist with variance commentary, narrative reports, and scenario simulations.
• Interpret AI-generated outputs responsibly within the context of finance reporting and planning.

Format of the Course

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI empowers finance teams to model key performance indicators (KPIs), integrate standardized metrics, and create dashboards that comply with regulatory requirements and audit standards.

This instructor-led, live training (available online or on-site) is designed for intermediate to advanced finance professionals who aim to leverage WrenAI for constructing compliant financial data models and dashboards that facilitate decision-making and risk management.

By the end of this training, participants will be able to:

• Model financial KPIs and metrics using WrenAI.
• Create dashboards that adhere to regulatory and audit requirements.
• Integrate WrenAI with various finance data sources for real-time reporting.
• Implement best practices for financial analytics and risk monitoring.

Format of the Course

• Interactive lectures and discussions.
• Hands-on exercises involving financial data models.
• Practical labs focused on dashboard design and compliance reporting.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

AI is revolutionizing FinTech by enabling intelligent automation, highly personalized services, and secure real-time financial solutions.

This instructor-led, live training (online or onsite) is designed for FinTech professionals at the beginner to intermediate level who want to explore the integration of AI, APIs, and Open Banking innovations to develop next-generation financial products.

By the end of this training, participants will be able to:

• Understand how AI and machine learning are utilized in various FinTech applications.
• Utilize Open Banking APIs and data aggregation for product development.
• Design AI-powered features for digital wallets, neobanks, and financial assistants.
• Ensure innovation aligns with regulatory, ethical, and security standards.

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

AI is revolutionizing the way financial institutions detect fraud and combat money laundering by providing intelligent, real-time analysis of large transaction datasets.

This instructor-led, live training (available online or on-site) is designed for intermediate-level professionals who want to apply machine learning and AI tools to automate and enhance the detection of financial crimes, compliance monitoring, and operational governance.

By the end of this training, participants will be able to:

• Grasp the applications of AI in fraud detection and AML (Anti-Money Laundering) monitoring.
• Design and implement models for anomaly detection and transaction scoring.
• Utilize graph-based AI to detect network risks.
• Ensure the ethical, explainable, and regulatory-compliant deployment of models.

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

AI is revolutionizing WealthTech by enabling highly personalized financial services, intelligent advisory platforms, and enhanced user experiences.

This instructor-led, live training (online or onsite) is designed for intermediate-level finance and technology professionals who aim to design, evaluate, or implement AI-driven solutions for personalized wealth management and robo-advisory services.

By the end of this training, participants will be able to:

• Understand how AI is utilized in wealth management and digital advisory platforms.
• Design intelligent systems for personalized portfolio recommendations.
• Integrate behavioral finance data and preferences into advisory algorithms.
• Assess ethical and regulatory concerns in automated investment advice.

Format of the Course

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

LangGraph is a framework designed for constructing stateful, multi-actor LLM applications using composable graphs that maintain persistent state and offer control over execution.

This instructor-led, live training (available both online and onsite) is targeted at intermediate to advanced professionals who aim to design, implement, and manage LangGraph-based financial solutions while ensuring proper governance, observability, and compliance.

By the end of this training, participants will be able to:

• Create finance-specific LangGraph workflows that comply with regulatory and audit requirements.
• Incorporate financial data standards and ontologies into the graph state and tooling.
• Implement reliability, safety, and human-in-the-loop controls for critical processes.
• Deploy, monitor, and optimize LangGraph systems to meet performance, cost, and SLA requirements.

Format of the Course

• Interactive lectures and discussions.
• Ample exercises and practice sessions.
• Hands-on implementation in a live lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Taipei (online or onsite) is aimed at intermediate-level finance professionals, data analysts, risk managers, and AI engineers who wish to leverage multimodal AI for risk analysis and fraud detection.

By the end of this training, participants will be able to:

• Understand how multimodal AI is applied in financial risk management.
• Analyze structured and unstructured financial data for fraud detection.
• Implement AI models to identify anomalies and suspicious activities.
• Leverage NLP and computer vision for financial document analysis.
• Deploy AI-driven fraud detection models in real-world financial systems.

AI is revolutionizing the way financial institutions evaluate creditworthiness, assess risk, and optimize lending decisions.

This instructor-led, live training (online or onsite) is designed for intermediate-level finance professionals who want to leverage artificial intelligence to enhance credit scoring models, manage risk more effectively, and improve lending operations.

By the end of this training, participants will be able to:

• Understand key AI methods used in credit scoring and risk prediction.
• Develop and evaluate credit scoring models using machine learning algorithms.
• Interpret model outputs for regulatory compliance and transparency.
• Apply AI techniques to enhance underwriting, loan approval, and portfolio management.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Taipei (online or onsite) is aimed at finance professionals who wish to use ChatGPT to streamline their workflows and improve their data analysis and reporting capabilities.

By the end of this training, participants will be able to:

• Understand the basics of ChatGPT and how it works.
• Use ChatGPT to automate financial tasks such as data entry and report generation.
• Analyze financial data with ChatGPT to gain insights and make informed decisions.
• Develop custom ChatGPT models for specific financial use cases.

Generative AI refers to a category of artificial intelligence methods designed to create new content or predictions based on existing data. This includes technologies such as Large Language Models (LLMs) and Generative Adversarial Networks (GANs).

This instructor-led, live training (available online or onsite) is tailored for finance professionals ranging from beginners to intermediates who are interested in leveraging generative AI for tasks like forecasting, anomaly detection, and compliance within the financial sector.

By the conclusion of this training, participants will be able to:

• Grasp the fundamental principles underlying generative AI models.
• Utilize LLMs and GANs for applications such as fraud detection and synthetic data creation.
• Craft effective prompts to support financial forecasting and reporting.
• Assess the ethical and regulatory implications of generative AI in their work.

Course Format

• Engaging lectures and interactive discussions.
• Numerous exercises and practical activities.
• Hands-on implementation in a live-lab setting.

Course Customization Options

• For customized training options for this course, please contact us to arrange.

This instructor-led, live training in Taipei (online or onsite) is aimed at intermediate-level finance professionals and fintech developers who wish to use AI-powered prompt engineering techniques to enhance financial analysis, risk management, and decision-making.

By the end of this training, participants will be able to:

• Understand the fundamentals of prompt engineering in financial applications.
• Leverage AI models for financial forecasting and market sentiment analysis.
• Automate financial reporting and data extraction using AI prompts.
• Develop AI-driven risk assessment models through optimized prompts.
• Ensure compliance and ethical considerations when using AI in finance.

Artificial Intelligence is a robust set of techniques used to create intelligent trading systems that analyze market data, make predictions, and execute strategies independently.

This instructor-led, live training (available online or on-site) is designed for intermediate-level finance professionals who want to apply AI techniques in trading and asset management. The focus will be on signal generation, portfolio optimization, and algorithmic strategies.

By the end of this training, participants will be able to:

• Grasp the role of AI in contemporary financial markets.
• Utilize Python to develop and backtest algorithmic trading strategies.
• Apply both supervised and unsupervised learning models to financial data.
• Optimize portfolios using AI-driven methods.

Format of the Course

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• For a customized training experience tailored to your specific needs, please contact us to arrange.

Machine Learning is a branch of Artificial Intelligence that focuses on developing systems capable of learning from data and making predictions or decisions without being explicitly programmed.

This instructor-led, live training (available online or onsite) is designed for intermediate-level finance professionals who are interested in applying machine learning and AI techniques to practical challenges such as fraud detection, credit scoring, and risk modeling.

By the end of this training, participants will be able to:

• Grasp the fundamental machine learning concepts pertinent to finance.
• Implement supervised and unsupervised learning algorithms on financial datasets.
• Develop and assess predictive models for credit risk, fraud detection, and market analysis.
• Utilize Python and scikit-learn to construct machine learning pipelines.

Format of the Course

• Interactive lecture and discussion sessions.
• Numerous exercises and practical activities.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

AI in Financial Services is a strategic enabler that enhances risk reduction, customer experience, and operational efficiency.

This instructor-led, live training (available online or on-site) is designed for financial services executives, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence. The goal is to help them understand how to responsibly and effectively implement AI solutions in their institutions.

By the end of this training, participants will be able to:

• Comprehend the strategic value of AI in financial services.
• Identify and manage ethical risks associated with AI models.
• Navigate the regulatory environment for AI in finance.
• Develop responsible AI governance and implementation frameworks.

Format of the Course

• Interactive lectures and discussions.
• Case study analysis and group exercises.
• Application of ethical frameworks to practical financial scenarios.

Course Customization Options

• For a customized training for this course, please contact us to arrange.

AI is rapidly becoming the foundation of modern product management — transforming how we discover customer needs, define solutions, and make decisions. Just as electricity revolutionized industry, Artificial Intelligence is reshaping how products are built, validated, and evolved.

This instructor-led, live training (online or onsite) is aimed at Product Owners, Scrum Masters, and Agile Coaches who want to understand how AI can enhance product ownership and strengthen decision-making.

By the end of this training, participants will be able to:

• Understand the fundamentals of Artificial Intelligence and differentiate between traditional AI and Generative AI (GenAI).
• Apply the seven preferred stances of a Product Owner (including the new Orchestrator stance) and use AI to strengthen each stance — such as Visionary, Experimenter, or Customer Representative.
• Master effective prompting and treat AI tools as intelligent collaborators with specialized skills.
• Deepen customer understanding and create AI-supported personas for hypothesis testing and discovery, while maintaining authentic customer contact.
• Develop and communicate a clear product vision using structured frameworks like the 3x3 Framework, leveraging AI to shape and visualize narratives.
• Use Generative AI tools to accelerate prototyping and hypothesis testing, such as generating mock-ups or product concepts.
• Support product decisions by using AI tools to analyze, prioritize, and evaluate features based on value, feasibility, and user impact.
• Automate or delegate routine daily tasks (emails, stakeholder management, note-taking) using AI to focus on strategic and creative work.
• Lead discussions on AI ethics, bias, and data security, ensuring responsible and sustainable AI adoption.
• Identify and design valuable AI use cases tailored to the specific product and organizational context.
• Explore and experiment with around 20 different AI tools and models — from productivity assistants and prototyping platforms to generative video, image, and coding solutions.