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AI in Practice: Tools, Stacks & Workflows

AI Practised — Where finance professionals build genuine working AI capability — hands-on, in finance contexts, in one day

1 Full Day
RMs, Wealth Managers & Advisers
Fluency Tier
Course A
Bespoke to Function
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Session Overview

The full-day foundation that takes finance professionals from awareness to working capability. The morning builds the mindset and the technical literacy; the afternoon is built around the day's two centrepieces — a prompting workshop on real finance tasks and a team challenge that produces a real deliverable under realistic conditions — supported by the working tool stack.

Session Outline

Opening — Why AI, Why You, Why Now

The commercial impact of AI on regulated finance today. Setting the day's frame: the literacy → fluency → mastery → leadership development arc.

The Frame

Mindset & Principles

The orientation that separates productive AI use from fumbling. AI as thinking partner, the practice loop, verification discipline, and compliance boundary.

The Working Foundation

Live Demonstrations

Three strong demonstrations on real finance material — NotebookLM, prompt-to-output workflow, voice-driven or multi-tool workflow — narrated to teach.

How AI Works

Prompting Workshop

Participants work the practice loop through a real task from their own role. The trainer circulates and coaches; outputs are critiqued live for finance accuracy.

Hands-On Practice

Group Challenge — Build a Finance Workflow

Teams of three to four tackle a realistic finance brief using any combination of tools from the day. Teams produce, present, and debrief.

The Team Challenge

What Participants Walk Away With

Apply the literacy → fluency → mastery → leadership framework
Run the practice loop — brief, prompt, review, verify, improve, apply
Operate leading AI tools (NotebookLM, Claude, ChatGPT, Gemini, Gamma, Wispr Flow)
Articulate and apply the compliance boundary in actual finance work
Produce a personal AI workflow + a team-tested deliverable

Who This Is For

RMs
Wealth Managers
Private Bankers & Treasury
Compliance & Financial Crime
Risk & ESG
Working AI
Capability
The Practice Loop
Applied to Real Tasks
Personal AI Stack
& Workflow
Team-Tested
Finance Deliverable

Session Format

FormatIn-Person Preferred
Pre-RequisitePre-session Brief (No Extra Cost)
Duration1 Full Day
CohortCapped at 12
TierFluency
CalibrationBespoke to Function
Patrick Mahdi O'Neill
Delivered By

Patrick Mahdi O'Neill

International Finance Trainer · Dubai, UAE

940+ Training Days · 200+ Engagements
30 Years in Finance · 19+ Qualifications
Principal of Wealth Focus (FCA-Regulated)
View Trainer Profile

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AI in Practice: Tools, Stacks & Workflows

Build Genuine Working AI Capability in One Day

Equip your finance teams with hands-on AI capability — not just awareness. The full-day foundation builds mindset, technical literacy, and practical skills through a prompting workshop on real finance tasks and a team challenge that produces a real deliverable under realistic conditions. Arrive curious or cautious; leave able to use AI safely on a real task from your own role.

Schedule Consultation