Video Post Image Tech Workshop – Enabling AI

Curious about the ins and outs of AI and financial desktops? Our workshop focused on AI-driven workflows for financial professionals. Watch presentation on-demand to learn more!

Now or Never: Enabling AI on Your Financial Desktop

AI is everywhere, but it’s not always clear what it means for you as a financial professional. How can you use it? Are you missing out if you don’t? Will adding it to your daily workflow make a noticeable difference? Will AI replace you or your teammates? In this workshop, we’ll discuss how we got to where we are today in the AI world, and what that means for you as a professional who might be “AI-curious.”

  • See what an AI-driven workflow looks like
  • See a coding walkthrough of an AI workflow-building experience
  • Discover what the experience of AI might look like for you

We created this workshop for any financial professional who recognizes the buzz around AI and wants to explore more deeply how it might fit into their daily work life.

Presentation topics include:

  • What AI is and what it’s not
  • A brief background of AI and how we got here
  • Strengths and weaknesses of AI
  • Reasons to use AI on your financial desktop (and reasons you may want to avoid it)
  • Show and/or talk through real-world examples of AI on financial desktops
  • Walk-through implementation of code to enable an AI-driven workflow in a financial desktop

Hosted by Eric Smith

Senior Solutions Architect, Eric Smith, joined over three years ago. With 25 years of experience in software development, Eric’s background includes pharma, telecom, consulting, and finance. Before joining, Eric spent over 11 years as a Chief Technology Officer (CTO) in the hedge fund industry. Eric’s expertise includes statistics, machine learning, and artificial intelligence.

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