Automate your financial analysis with AI in weeks, not years.
We help financial analysts, credit teams, and independent investors automate, evaluate, and maintain their own AI workflows, grounded in real banking experience and state-of-the-art research.
How do we effectively use AI in our analyst workflows?
Where do we even start?
Prompting tips are everywhere. Turning that into something you'd actually trust for a credit memo or an equity model is a different problem.
Nobody has a spare week to become the AI expert.
Analysts and credit teams are busy doing the analysis, not researching AI on the side.
It's hard to tell if it's actually working.
Teams adopt AI, then struggle to tell whether the collaboration is actually effective, or just feels like it is.
We teach skills that stay useful as AI keeps changing.
Trainings
A lecture on the latest skills and best practices in AI automation for financial analysis (prompt engineering, context management, etc.)
Workshops
Your team learns to automate their own workflows (not hypotheticals) with the latest AI tools (e.g. Claude, Codex, etc.)
Evaluations
Structured review of whether the human-AI collaboration is actually working.
Become AI-Ready Analysts
Your team keeps automating, maintaining, and evaluating workflows independently.
Built for finance, not adapted for it.
Built specifically for finance.
Real experience with banking regulations and financial compliance shapes this training, not a general business AI course with finance examples bolted on.
Backed by research into Human-AI Interaction in Finance.
This studies how people and AI actually collaborate well in financial workflows. It's what separates this training from generic AI workshops.
Built to evolve with the models.
Today's tools will change. What you're learning is how to evaluate and maintain workflows so they hold up when they do.
Different analysts and teams have different AI needs.
Here's how this training fits the people we work with.
Independent analysts and investors
Automate and evaluate your own analysis workflow without hiring a team.
Credit and risk teams
Build AI workflows that hold up under real credit and risk judgment calls.
Institutional and portfolio analysts
Evaluate and automate research and portfolio workflows with institutional-grade rigor.
Frequently Asked Questions
Who is this actually for?
Financial analysts, credit and risk professionals, and founders who do their own company or portfolio analysis, whether solo or leading a small team.
What makes this different from other AI training?
It combines real banking experience with research into Human-AI Interaction in Finance, built for financial workflows and banking regulations specifically, not adapted from a generic AI course.
Our team's already using AI here and there. Is this still worth it?
If anything, that's exactly when it helps. It's common for one or two people to already be automating a good chunk of their job, while the rest of the team is still asking a chatbot basic questions. This brings the whole team up to that level.
What if my team hasn't really started with AI yet?
It's rarely a skills problem. Most teams have only seen AI handle someone else's example, never their own work. That's what the session shows them.
Do my team members need to be technical?
No. If someone can describe a workflow, they can learn to build with AI around it.
What's the format?
Lecture-based or hands-on training and workshop sessions covering agent skills, prompt engineering, context engineering, and the latest AI models. Sessions can run anywhere from 90 minutes to a half-day, depending on scope.
What does this cost?
We have tiered pricing depending on the size of the training, workshop, or evaluation. Let's discuss based on the scope.
How do I get started?
Send a note to [email protected].
Ready to get your financial analysis workflow AI-ready?
Send a note and we'll set up a short call to map out your team's workflows and see if this is the right fit.
Email [email protected]I used to spend entire weeks on a single credit memo. Reading piles of documents, entering data into spreadsheets, building models, writing the analysis, then doing it all again for the next deal. Manually doing all of that was draining. But with current advancements, AI can now take over a lot of that grunt work.
That's why I've delved deep into AI research. My Master's thesis combines research on Human-AI Interaction with Financial Analysis Workflows. In several companies, I've already sat in the credit officer seat, done portfolio analytics, and run credit automation, so I know which parts of the job can be automated and which parts still need a real person's judgment.
I realize, most AI training and tutorials out there don't get close to real financial analyst work, so people either don't trust it or end up using AI wrong.
My goal is simple: to help you spend less of your week lost to tedious administrative tasks, and focus more of your time on the parts of the job that actually matter.