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 Duration 14 hours

Course Outline

Introduction to Ollama in Financial Services

  • Comprehending local LLM deployment
  • Advantages of on-device AI in finance
  • Essential capabilities and constraints of Ollama

Configuring Ollama for Financial Settings

  • System configuration and model installation
  • Configuration methods tailored to financial tasks
  • Administration of secure environments

Primary Finance Application Scenarios

  • Automation of financial reporting
  • Support for risk assessment and analysis
  • Summarization of market trends and insights

Model Customization and Fine-Tuning

  • Prompt engineering for financial scenarios
  • Enhancing data with domain-specific inputs
  • Optimizing the balance between accuracy and performance

System Integration and Automation

  • Establishing API connections and workflows
  • Integrating with financial systems and tools
  • Scripting for the automation of financial processes

Governance, Security, and Compliance

  • Safeguarding data confidentiality
  • Adhering to financial regulations
  • Best practices for secure deployment

Model Assessment and Validation

  • Techniques for measuring accuracy
  • Mitigating risks through validation workflows
  • Continuous model enhancement

Operational Deployment and Support

  • Strategies for monitoring and optimization
  • Managing model versioning and updates
  • Troubleshooting common technical issues

Conclusion and Future Directions

Requirements

  • A solid understanding of financial workflows
  • Hands-on experience with data analysis or financial systems
  • Knowledge of fundamental AI or machine learning principles

Target Audience

  • Finance professionals
  • Financial IT teams
  • Analysts and technical administrators

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 2900 € + VAT*

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