WrenAI for Financial Analytics: KPI Modeling and Regulatory-Aware Dashboards Training Course

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

This instructor-led, live training (online or onsite) is aimed at financial services executives, fintech managers, and compliance officers with limited prior exposure to artificial intelligence who wish to understand how to responsibly and effectively implement AI solutions in their institutions.

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

• Understand the strategic value of AI in financial services.
• Identify and mitigate ethical risks associated with AI models.
• Navigate the regulatory landscape for AI in finance.
• Design responsible AI governance and implementation frameworks.

Format of the Course

• Interactive lecture and discussion.
• Case study analysis and group exercises.
• Application of ethical frameworks to realistic financial scenarios.

Course Customization Options

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

Artificial Intelligence is a powerful set of techniques used to develop intelligent trading systems that analyze market data, make predictions, and execute strategies autonomously.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to apply AI techniques in trading and asset management, focusing on signal generation, portfolio optimization, and algorithmic strategies.

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

• Understand the role of AI in modern financial markets.
• Use Python to build and backtest algorithmic trading strategies.
• Apply supervised and unsupervised learning models to financial data.
• Optimize portfolios using AI-driven techniques.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• 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 Canada (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.

WrenAI is an AI-powered analytics platform designed to connect data, model insights, and generate dashboards. In enterprise environments, robust governance and security are critical to ensuring safe and compliant adoption.

This instructor-led, live training (online or onsite) is aimed at advanced-level enterprise professionals who wish to implement governance, compliance, and security patterns for WrenAI at scale.

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

• Design and implement permissioning models in WrenAI.
• Apply auditability and monitoring practices for compliance.
• Set up secure environments with enterprise-level controls.
• Roll out WrenAI safely across large organizations.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with governance and security configurations.
• Practical exercises simulating enterprise rollout scenarios.

Course Customization Options

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

Machine Learning is a subset of Artificial Intelligence focused on creating systems that learn from data and make predictions or decisions without being explicitly programmed.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to apply machine learning and AI techniques to real-world problems such as fraud detection, credit scoring, and risk modeling.

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

• Understand the core machine learning concepts relevant to finance.
• Apply supervised and unsupervised learning algorithms to financial datasets.
• Build and evaluate predictive models for credit risk, fraud detection, and market analysis.
• Use Python and scikit-learn to implement machine learning pipelines.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• 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 enables organizations to move beyond static dashboards toward conversational analytics and embedded generative BI. This transition requires careful adoption planning, migration of assets, and effective change management practices.

This instructor-led, live training (online or onsite) is aimed at intermediate-level BI and data platform professionals who wish to modernize legacy BI systems with WrenAI.

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

• Evaluate legacy BI environments and identify modernization opportunities.
• Plan and execute migrations from static dashboards to WrenAI.
• Adopt conversational analytics and embedded GenBI capabilities.
• Lead organizational change management for BI modernization.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with migration and adoption planning.
• Practical labs on conversational analytics and embedded GenBI.

Course Customization Options

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

This instructor-led, live training in Canada (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.

This instructor-led, live training in Canada (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.

WrenAI enables natural language to SQL generation and AI-powered analytics, making data access faster and more intuitive. For enterprise-grade use, quality assurance and observability practices are essential to ensure accuracy, reliability, and compliance.

This instructor-led, live training (online or onsite) is aimed at advanced-level data and analytics professionals who wish to evaluate query accuracy, apply prompt tuning, and implement observability practices for monitoring WrenAI in production.

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

• Evaluate the accuracy and reliability of NL to SQL outputs.
• Apply prompt tuning techniques to improve performance.
• Monitor drift and query behavior across time.
• Instrument WrenAI with logging and observability frameworks.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with evaluation and tuning techniques.
• Practical labs on observability and monitoring integrations.

Course Customization Options

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

WrenAI API is a powerful interface for generating SQL queries from natural language, building custom applications, and integrating charts into internal platforms.

This instructor-led, live training (online or onsite) is aimed at intermediate-level engineers who wish to use the WrenAI API for practical applications, including SQL generation, visualization, and app integration.

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

• Authenticate and connect applications to the WrenAI API.
• Generate SQL queries from natural language inputs.
• Create and embed charts using API endpoints.
• Integrate WrenAI into backend systems and internal tools.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with API calls and integrations.
• Practical projects connecting apps, charts, and data pipelines.

Course Customization Options

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

WrenAI Cloud is a modern platform for connecting data sources, modeling data, and building interactive dashboards.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level data professionals who wish to learn how to set up WrenAI Cloud, model data, and visualize insights in dashboards.

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

• Set up and configure WrenAI Cloud environments.
• Connect WrenAI Cloud to multiple data sources.
• Model data and define relationships for analytics.
• Create interactive dashboards for business insights.

Format of the Course

• Interactive lecture and discussion.
• Hands-on cloud platform configuration and data modeling.
• Practical exercises in dashboard building and visualization.

Course Customization Options

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

WrenAI is an open-source generative BI tool that enables natural language to SQL conversion and semantic data modeling.

This instructor-led, live training (online or onsite) is aimed at advanced-level data engineers, analytics engineers, and ML engineers who wish to build robust semantic layers, tune prompts, and ensure reliable SQL generation.

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

• Implement semantic models for consistent metric definitions across teams.
• Optimize text-to-SQL performance for accuracy and scalability.
• Configure and enforce guardrails to avoid invalid or risky queries.
• Integrate WrenAI OSS into data pipelines and analytics workflows.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• 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 is a conversational analytics platform that translates natural-language queries into reliable analytics, enabling non-technical teams to generate insights quickly and consistently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level product managers, analysts, and data champions who wish to adopt conversational analytics and build self-service BI capabilities with WrenAI.

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

• Design conversational analytics workflows that surface reliable product insights.
• Create and maintain a standardized metrics layer for consistent reporting.
• Use natural-language to SQL features effectively to answer product questions.
• Embed WrenAI-driven self-service dashboards and guardrails in product workflows.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Wren AI and sample datasets.
• Workshop: build a self-service dashboard and conversational query set.

Course Customization Options

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

WrenAI enables SaaS providers to embed generative business intelligence (GenBI) directly into customer-facing products. This course equips SaaS teams with the skills to integrate Wren AI through its Embedded API, configure white-label analytics, and manage multi-tenant deployments.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level SaaS product leaders, data engineers, and full-stack developers who wish to deploy WrenAI as an embedded analytics solution in SaaS environments.

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

• Integrate WrenAI using the Embedded API for customer-facing applications.
• Implement white-label conversational BI with branding and customization.
• Design secure and scalable multi-tenant deployments.
• Monitor usage, optimize performance, and ensure compliance in SaaS environments.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs using WrenAI Embedded API.
• Workshop: design and deploy a white-label analytics feature for a SaaS use case.

Course Customization Options

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

WrenAI Spreadsheets and Metrics Library enable fast reporting through AI-powered spreadsheet workflows and a library of pre-built, cross-platform business metrics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level operations professionals who wish to accelerate reporting and analysis using WrenAI Spreadsheets and the Metrics Library.

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

• Build AI-powered spreadsheets for data analysis and reporting.
• Leverage the WrenAI Metrics Library for standardized KPIs.
• Connect spreadsheets to multiple data sources for live updates.
• Create automated workflows to streamline operational reporting.

Format of the Course

• Interactive lecture and discussion.
• Hands-on spreadsheet building with WrenAI.
• Practical exercises with metrics and KPI reporting.

Course Customization Options

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