AI Workshop for Finance Teams
AI in Finance: Scalable Workshops for Teams and Large Groups
After our first successful workshop, we are now ready for the next step – scaling our AI trainings for the Swiss finance sector. SwissFinanceAI delivers high-quality training on Perplexity.ai, ChatGPT, and local LLMs – specifically for finance, compliance, and operations teams. Whether you have 5 participants or 150, we combine Swiss DPA compliance, practical prompting, and real automation demos.
Key Features
Perplexity.ai & ChatGPT in Finance: Research, reporting, and decision support with AI tools
Prompt Engineering for Business: Simple frameworks for precise AI answers in finance context
Swiss DPA & GDPR Compliance: Secure AI use with sensitive financial data
Local LLM Setups: Private AI for internal finance workflows
Finance Automation Tools: n8n, Bexio, ERP integrations for real ROI
Practice Templates & Prompt Library: Finance-specific prompts, worksheets, and checklists for immediate use
Methodology
One-Day Session (4 hours): Focused training for small teams with interactive demos
Multi-Day Programs (2-7 days): Progressive learning plus project work with individual support
Large Group Presentations (2-4 hours): Interactive keynote for 50-150 participants
7-Day Rollout Plan: Structured setup from AI kickoff to strategy & adoption planning
Impact
10+ years experience in Swiss finance automation
Fully compliant with Swiss DPA and GDPR
Experience with small teams to 150+ participants
Practical, industry-proven workflows – not just theory
Available in German, Swiss German, and English
Faster adoption thanks to immediately usable templates & prompts
Investment & Packages
Transparent pricing for this service – tailored to your needs
Half-Day Workshop
Focused 4-hour training
- Up to 12 participants
- Perplexity.ai & ChatGPT fundamentals
- Prompt engineering for finance
- Interactive live demos
- Prompt library to take home
- Swiss DPA compliance briefing
Full-Day Workshop
Intensive 8-hour training
- Up to 20 participants
- Everything from Half-Day Workshop
- Hands-on exercises & project work
- Local LLM setups (Private AI)
- n8n automation demos
- 30 days follow-up support
Multi-Day Program
2-3 days with project work
- Up to 30 participants
- Progressive learning over multiple days
- Individual team coaching
- Real project work with your data
- 7-day rollout plan & adoption support
- 90 days post-training support
Target Audience
Finance, compliance, and operations teams
Fiduciaries & accountants
Swiss SMEs and large companies implementing AI tools
Teams wanting to implement AI-powered process optimization
Additional Information
After 10+ years in this business, I can say – the SMEs that start experimenting now (but with caution) will be ahead in 2-3 years. Contact: info@swissfinanceai.ch or via our contact form
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