WrenAI for Financial Analytics: KPI Modeling and Regulatory-Aware Dashboards Training Course

Artificial Intelligence (AI) is revolutionising the financial sector by facilitating more intelligent decision-making, enhancing risk management, strengthening fraud detection, ensuring regulatory compliance, improving financial forecasting, and automating processes. This programme equips finance professionals with practical insights into AI technologies and their specific applications across banking, insurance, investment management, and broader financial services.

Learning Objectives

Upon completion of this programme, participants will be equipped to:

• Grasp the core principles of Artificial Intelligence and Machine Learning within the financial context.
• Recognise pivotal AI use cases throughout the financial services landscape.
• Leverage AI techniques to enhance risk management, detect fraud, and improve financial forecasts.
• Integrate AI-driven tools to boost operational efficiency and refine decision-making processes.
• Navigate the ethical, regulatory, and governance aspects associated with AI adoption.
• Assess the opportunities and hurdles involved in implementing AI within financial institutions.

This live, instructor-led training in the Netherlands, offered either online or onsite, targets intermediate-level financial professionals, risk analysts, and AI engineers seeking to create and roll out AI-driven solutions for financial automation and fraud detection.

By the end of this session, participants will have the ability to:

• Comprehend the role of AI within financial automation and fraud detection.
• Develop AI models designed to spot fraudulent transactions.
• Apply machine learning to conduct real-time risk assessments.
• Deploy AI-powered financial monitoring infrastructures.

Artificial intelligence is reshaping the way financial institutions evaluate creditworthiness, price risk, and optimize lending strategies.

This instructor-led, live training (available online or onsite) is designed for intermediate-level finance professionals who want to leverage artificial intelligence to enhance credit scoring models, manage risk more effectively, and improve lending operations.

By the end of this training, participants will be able to:

• Understand key AI methods used in credit scoring and risk prediction.
• Build and evaluate credit scoring models using machine learning algorithms.
• Interpret model outputs for regulatory compliance and transparency.
• Apply AI techniques to improve underwriting, loan approval, and portfolio management.

Course Format

• Interactive lecture and discussion.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Customization Options

• To request a customized training for this course, please contact us to arrange.

Artificial intelligence is reshaping the way financial institutions identify fraud and prevent money laundering by enabling intelligent, real-time analysis of extensive transaction data.

This instructor-led training, available either online or onsite, is designed for intermediate-level professionals looking to apply machine learning and AI tools to automate and improve financial crime detection, compliance monitoring, and operational governance.

Upon completion of this training, participants will be able to:

• Gain insight into AI applications in fraud detection and AML monitoring.
• Design and implement models for anomaly detection and transaction scoring.
• Utilize graph-based AI to identify network risks.
• Ensure ethical, explainable, and regulatory-compliant model deployment.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical activities.
• Hands-on implementation within a live laboratory environment.

Course Customization Options

• To request a customized version of this course, please contact us to arrange it.

Artificial Intelligence serves as a strategic catalyst for mitigating risk, enhancing customer experience, and boosting operational efficiency within financial services.

This instructor-led live training (available online or onsite) is designed for executives in financial services, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence. It aims to equip them with the knowledge to implement AI solutions responsibly and effectively within their institutions.

Upon completion of this course, participants will be able to:

• Grasp the strategic importance of AI in the financial sector.
• Identify and mitigate ethical risks linked to AI models.
• Navigate the regulatory framework governing AI in finance.
• Design robust frameworks for responsible AI governance and implementation.

Course Format

• Interactive lectures and group discussions.
• Analysis of case studies and collaborative exercises.
• Application of ethical frameworks to realistic financial scenarios.

Customization Options

• For customized training options, please contact us to arrange a session tailored to your needs.

WrenAI is an AI-driven analytics platform that facilitates data connectivity, insight modelling, and dashboard generation. For enterprise settings, establishing strong governance and security measures is essential to guarantee safe and compliant implementation.

This instructor-led live training, available either online or onsite, targets advanced-level enterprise professionals looking to deploy scalable governance, compliance, and security patterns for WrenAI.

Upon completion of this training, participants will be capable of:

• Designing and implementing permissioning models within WrenAI.
• Applying practices for auditability and monitoring to ensure compliance.
• Establishing secure environments equipped with enterprise-level controls.
• Safely rolling out WrenAI across large organisations.

Course Format

• Interactive lectures and discussions.
• Practical labs focusing on governance and security configurations.
• Real-world exercises simulating enterprise rollout scenarios.

Customization Options

• To arrange tailored training for this course, please get in touch with us.

WrenAI empowers organizations to transition from static dashboards to conversational analytics and embedded generative BI. This shift demands meticulous adoption planning, asset migration, and robust change management strategies.

This instructor-led live training (available online or onsite) targets intermediate-level BI and data platform professionals seeking to modernize their legacy BI systems using WrenAI.

Upon completion of this training, participants will be capable of:

• Assessing legacy BI environments and pinpointing modernization opportunities.
• Planning and executing migrations from static dashboards to WrenAI.
• Embracing conversational analytics and embedded GenBI functionalities.
• Driving organizational change management for BI modernization.

Course Format

• Interactive lectures and discussions.
• Practical exercises focused on migration and adoption planning.
• Hands-on labs covering conversational analytics and embedded GenBI.

Customization Options for the Course

• For customized training arrangements, please contact us.

WrenAI facilitates the conversion of natural language into SQL queries and supports AI-powered analytics, streamlining data access to make it quicker and more intuitive. For enterprise-grade applications, implementing rigorous quality assurance and observability practices is critical to guaranteeing accuracy, reliability, and regulatory compliance.

This instructor-led, live training—available either online or onsite—is designed for advanced data and analytics professionals seeking to assess query accuracy, implement prompt tuning, and establish observability protocols for monitoring WrenAI in live production environments.

Upon completion of this training, participants will be equipped to:

• Assess the accuracy and reliability of Natural Language to SQL outputs.
• Utilize prompt tuning techniques to enhance system performance.
• Track data drift and query patterns over time.
• Integrate WrenAI with logging and observability frameworks.

Course Format

• Interactive lectures and group discussions.
• Practical exercises focused on evaluation and tuning methodologies.
• Hands-on labs covering observability and monitoring integrations.

Course Customization Options

• To request a tailored training session for this course, please get in touch with us to arrange the details.

The WrenAI API serves as a robust interface for converting natural language into SQL queries, developing bespoke applications, and embedding visualizations within internal platforms.

This instructor-led, live training (available online or onsite) is designed for intermediate-level engineers looking to leverage the WrenAI API for practical use cases, including SQL generation, data visualization, and application integration.

Upon completion of this training, participants will be capable of:

• Authenticating and linking applications to the WrenAI API.
• Generating SQL queries from natural language inputs.
• Creating and embedding charts via API endpoints.
• Integrating WrenAI into backend systems and internal tools.

Course Format

• Interactive lectures and discussions.
• Hands-on exercises involving API calls and integrations.
• Practical projects that connect applications, charts, and data pipelines.

Customization Options

• To request tailored training for this course, please contact us to arrange it.

WrenAI Cloud is a contemporary platform designed for linking data sources, modeling data, and constructing interactive dashboards.

This instructor-led, live training (available online or onsite) targets beginner to intermediate data professionals seeking to learn how to set up WrenAI Cloud, model data, and visualize insights within dashboards.

Upon completing this training, participants will be able to:

• Set up and configure WrenAI Cloud environments.
• Connect WrenAI Cloud to various data sources.
• Model data and define relationships for analytics.
• Create interactive dashboards to derive business insights.

Format of the Course

• Interactive lectures and discussions.
• Hands-on practice with cloud platform configuration and data modeling.
• Practical exercises focused on dashboard building and visualization.

Course Customization Options

• To request customized training for this course, please contact us to make arrangements.

WrenAI is an open-source generative BI tool that facilitates the conversion of natural language into SQL and supports semantic data modeling.

This instructor-led live training, available online or onsite, targets advanced-level data engineers, analytics engineers, and ML engineers who aim to construct robust semantic layers, fine-tune prompts, and guarantee reliable SQL generation.

Upon completion of this training, participants will be able to:

• Implement semantic models to ensure consistent metric definitions across teams.
• Optimize text-to-SQL performance for both accuracy and scalability.
• Configure and enforce guardrails to prevent invalid or risky queries.
• Integrate WrenAI OSS into data pipelines and analytics workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical activities.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training session for this course, please contact us to arrange one.

WrenAI empowers SaaS providers to embed generative business intelligence (GenBI) directly within their customer-facing products. This course prepares SaaS teams with the expertise to integrate Wren AI via its Embedded API, configure white-label analytics, and manage multi-tenant deployments.

This instructor-led, live training (available online or onsite) is designed for intermediate to advanced-level SaaS product leaders, data engineers, and full-stack developers looking to implement WrenAI as an embedded analytics solution in SaaS environments.

By the end of this training, participants will be able to:

• Integrate WrenAI using the Embedded API for customer-facing applications.
• Implement white-label conversational BI with branding and customization.
• Design secure and scalable multi-tenant deployments.
• Monitor usage, optimize performance, and ensure compliance in SaaS environments.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs using WrenAI Embedded API.
• Workshop: design and deploy a white-label analytics feature for a SaaS use case.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI Spreadsheets and the Metrics Library facilitate rapid reporting by leveraging AI-driven spreadsheet workflows and a repository of pre-built, cross-platform business metrics.

This instructor-led live training, available online or onsite, targets beginner to intermediate operations professionals looking to speed up reporting and analysis through the use of WrenAI Spreadsheets and the Metrics Library.

Upon completing this training, participants will be able to:

• Construct AI-powered spreadsheets for data analysis and reporting purposes.
• Utilize the WrenAI Metrics Library to establish standardized KPIs.
• Link spreadsheets to various data sources to ensure live data updates.
• Develop automated workflows to streamline operational reporting processes.

Course Format

• Interactive lectures and discussions.
• Practical, hands-on spreadsheet construction using WrenAI.
• Applied exercises focusing on metrics and KPI reporting.

Customization Options

• To arrange customized training for this course, please contact us.