Course Outline
Introduction to WrenAI for Financial Analytics
- Key features and benefits for finance teams
- Comparison with traditional BI tools
- Finance-specific use cases
Financial Data Modeling in WrenAI
- Defining KPIs for financial performance
- Standardized metrics for FP and A and risk analysis
- Managing financial data sources
Regulatory and Audit Considerations
- Compliance frameworks in financial reporting
- Audit-friendly dashboard design
- Ensuring data integrity and traceability
Designing Regulatory-Aware Dashboards
- Building dashboards for risk management
- Incorporating compliance checks and annotations
- User roles and access control in finance dashboards
Integration with Finance Systems
- Connecting WrenAI to ERP and accounting platforms
- Real-time data updates for financial reporting
- Managing data refresh cycles
Advanced KPI Modeling
- Scenario-based financial modeling
- Forecasting with AI-driven metrics
- Stress testing for risk assessment
Monitoring and Governance
- Usage tracking and audit logs
- Regulatory reporting workflows
- Best practices for governance in financial analytics
Future of WrenAI in Financial Analytics
- AI-assisted regulatory reporting
- Emerging compliance requirements
- Expanding financial use cases for WrenAI
Summary and Next Steps
Requirements
- An understanding of financial reporting and KPIs
- Experience with data analysis or BI tools
- Familiarity with regulatory compliance in finance
Audience
- Finance analytics teams
- FP and A professionals
- Risk analysts
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.
Price per private group, online live training, starting from 3200 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
it has opened my mind to new tool that can help me in creating automation
Alessandra Parpajola - Advanced Bionics AG
Course - Machine Learning & AI for Finance Professionals
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.