AI Training for Financial Services Teams
Financial services teams face two problems most industries do not: data sensitivity is not negotiable, and your compliance function will rightly veto anything vague. Generic "how to prompt ChatGPT" training does not survive contact with either.
Our team has trained:
Where this shows up in the room
- Drafting and reviewing client correspondence without exposing sensitive data to the wrong tool
- Using AI to support credit and risk assessment work while keeping a human decision-maker in the loop
- Summarising long reports and internal documentation
- Working inside your existing data governance policy, not around it
Built by practitioners who have done this before
Our team has delivered this training inside Westpac and CommBank. The people running your session have been AWS instructors and Canva learning designers, not junior trainers reading from a deck.
How it is delivered
Custom Programs (from $5,000) for a full curriculum built around your systems and workflows, or Training and Workshops (from $5,000) for Claude, Copilot, ChatGPT or Gemini fluency sessions. Onsite or live online, in your timezone.
Proof
How other teams have done it
Construction
InOne Projects brings its team up to speed on AI
Robert Nati wanted his team working from the same starting point, not picking up AI tool by tool on their own. Better People ran a single practical session that gave everyone at InOne Projects that starting point, and a way to keep building on it together.
Professional associations
NZVA gives 80+ members a professional framework for using AI safely
The New Zealand Veterinary Association asked its members how they were really using AI, then commissioned a live session built directly on what came back. Members left with a way of working they could apply the next morning, and NZVA kept the recording as an ongoing resource for the profession.
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Common questions
Can training run around our data governance policy?
Yes, we build the program around your existing controls rather than asking you to work around ours.
Do you involve compliance or risk before the session runs?
Yes, that review happens during the design phase, not after.