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

This instructor-led, live training in Portugal (online or onsite) is designed for intermediate-level financial professionals, risk analysts, and AI engineers who wish to develop and deploy AI-driven solutions for financial automation and fraud detection.

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

• Grasp the role of AI in financial automation and fraud detection.
• Construct AI models capable of detecting fraudulent transactions.
• Apply machine learning techniques for real-time risk assessment.
• Deploy AI-powered financial monitoring systems.

Artificial Intelligence is revolutionizing the way financial institutions evaluate creditworthiness, price risk, and optimize lending decisions.

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

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

• Grasp the core AI methods utilized in credit scoring and risk prediction.
• Construct and assess credit scoring models using machine learning algorithms.
• Interpret model outputs to ensure regulatory compliance and transparency.
• Apply AI techniques to enhance underwriting, loan approval, and portfolio management.

Course Format

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

Course Customization Options

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

Artificial Intelligence empowers the creation of digital products featuring advanced data-driven capabilities and personalized customer experiences.

This instructor-led live training, offered online or on-site, integrates asynchronous activities and in-person workshops. It is designed for intermediate-level banking professionals aiming to effectively design, develop, and deliver AI-powered digital products.

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

• Identify customer needs and articulate a clear product vision.
• Apply AI technologies to enhance digital banking products.
• Utilize agile and design thinking methods to develop user-centered solutions.
• Measure, iterate, and optimize product performance to ensure sustained value.

Course Format

• 50% synchronous classes (virtual or in-person).
• 25% asynchronous activities (videos, readings, forums).
• 25% in-person practical workshop featuring case studies.

Course Customization Options

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

Artificial intelligence is reshaping the way financial institutions identify fraud and combat money laundering by performing intelligent, real-time analysis of massive transaction datasets.

This instructor-led live training (available online or onsite) is designed for intermediate-level professionals who wish to apply machine learning and AI tools to automate and enhance financial crime detection, compliance monitoring, and operational governance.

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

• Understanding AI use cases in fraud detection and AML monitoring.
• Designing and implementing models for anomaly detection and transaction scoring.
• Leveraging graph-based AI for network risk detection.
• Ensuring ethical, explainable, and regulatory-compliant model deployment.

Format of the Course

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

Course Customization Options

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

Artificial Intelligence serves as a strategic driver for mitigating risk, enhancing customer experience, and improving operational efficiency within the financial sector.

This live, instructor-led training session, available either online or on-site, is designed for financial services executives, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence. The course aims to equip these professionals with the knowledge required to implement AI solutions responsibly and effectively within their institutions.

Upon completing this training, participants will be capable of:

• Grasping the strategic importance of AI in financial services.
• Identifying and addressing ethical risks linked to AI models.
• Navigating the regulatory landscape surrounding AI in finance.
• Developing 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.

Course Customization Options

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

Artificial intelligence is revolutionizing the FinTech sector by facilitating intelligent automation, hyper-personalized experiences, and secure, real-time financial services.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate-level FinTech professionals looking to explore the intersection of AI, APIs, and Open Banking innovations to create next-generation financial products.

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

• Understand how AI and machine learning are applied across FinTech use cases.
• Leverage Open Banking APIs and data aggregation for product innovation.
• Design AI-driven features for digital wallets, neobanks, and financial assistants.
• Align innovation with regulatory, ethical, and security considerations.

Format of the Course

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

Course Customization Options

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

WrenAI is an AI-driven analytics platform designed to connect data, model insights, and generate dashboards. In enterprise environments, robust governance and security are critical to ensuring safe and compliant adoption.

This instructor-led, live training (online or onsite) is aimed at advanced-level enterprise professionals who wish to implement governance, compliance, and security patterns for WrenAI at scale.

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

• Design and implement permissioning models in WrenAI.
• Apply auditability and monitoring practices for compliance.
• Set up secure environments with enterprise-level controls.
• Roll out WrenAI safely across large organizations.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with governance and security configurations.
• Practical exercises simulating enterprise rollout scenarios.

Course Customization Options

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

WrenAI empowers organizations to move beyond static dashboards, embracing conversational analytics and embedded generative BI. This shift demands meticulous adoption planning, the migration of existing assets, and robust change management strategies.

This instructor-led, live training (available online or onsite) is designed for intermediate-level BI and data platform professionals looking to modernize their legacy BI systems using WrenAI.

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

• Assess legacy BI environments and pinpoint opportunities for modernization.
• Plan and execute the migration from static dashboards to WrenAI.
• Implement conversational analytics and embedded GenBI capabilities.
• Lead organizational change management efforts related to BI modernization.

Course Format

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

Course Customization Options

• For customized training requests regarding this course, please contact us to arrange details.

WrenAI facilitates the conversion of natural language into SQL and supports AI-driven analytics, enabling faster and more intuitive data access. For enterprise environments, rigorous quality assurance and observability practices are critical to guaranteeing accuracy, reliability, and regulatory compliance.

This instructor-led, live training (available online or onsite) is designed for advanced data and analytics professionals who wish to assess query accuracy, apply prompt tuning strategies, and implement observability practices to monitor WrenAI in production environments.

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

• Assessing the accuracy and reliability of natural language to SQL outputs.
• Applying prompt tuning techniques to enhance system performance.
• Monitoring for drift and analysing query behaviour over time.
• Integrating WrenAI with logging and observability frameworks.

Course Format

• Interactive lectures and discussions.
• Practical exercises focusing on evaluation and tuning techniques.
• Hands-on labs covering observability and monitoring integrations.

Customisation Options

• To request a customised version of this course, please contact us to make arrangements.

The WrenAI API offers a robust interface for translating natural language into SQL queries, constructing tailored applications, and embedding charts directly into internal platforms.

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

Upon completion of this course, 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.
• Practical exercises involving API calls and integrations.
• Real-world projects connecting applications, visualizations, and data pipelines.

Customization Options

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

WrenAI Cloud offers a contemporary platform designed to connect data sources, model data, and construct interactive dashboards.

This instructor-led live training, available either online or onsite, targets beginner to intermediate data professionals looking to master the setup of WrenAI Cloud, data modelling, and the visualization of insights within dashboards.

Upon completing this training, participants will be capable of:

• Setting up and configuring WrenAI Cloud environments.
• Linking WrenAI Cloud to various data sources.
• Modelling data and defining relationships for analytical purposes.
• Developing interactive dashboards to derive business insights.

Course Format

• Interactive lectures and discussions.
• Practical experience with cloud platform configuration and data modelling.
• Hands-on exercises focused on dashboard creation and visualization.

Customization Options

• For tailored training on this course, please get in touch to arrange your requirements.

WrenAI is an open-source generative BI tool that enables natural language to SQL conversion and semantic data modeling.

This instructor-led, live training (online or onsite) is aimed at advanced-level data engineers, analytics engineers, and ML engineers who wish to build robust semantic layers, tune prompts, and ensure reliable SQL generation.

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

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

Format of the Course

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

Course Customization Options

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

WrenAI is a conversational analytics platform that translates natural-language queries into reliable analytics, enabling non-technical teams to generate insights quickly and consistently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level product managers, analysts, and data champions who wish to adopt conversational analytics and build self-service BI capabilities with WrenAI.

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

• Design conversational analytics workflows that surface reliable product insights.
• Create and maintain a standardized metrics layer for consistent reporting.
• Use natural-language to SQL features effectively to answer product questions.
• Embed WrenAI-driven self-service dashboards and guardrails in product workflows.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Wren AI and sample datasets.
• Workshop: build a self-service dashboard and conversational query set.

Course Customization Options

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

WrenAI enables SaaS providers to embed generative business intelligence (GenBI) directly into customer-facing products. This course equips SaaS teams with the skills to integrate Wren AI through its Embedded API, configure white-label analytics, and manage multi-tenant deployments.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level SaaS product leaders, data engineers, and full-stack developers who wish to deploy 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.

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

This instructor-led training session, available online or onsite, targets beginner to intermediate operations professionals looking to accelerate their reporting and analysis capabilities using WrenAI Spreadsheets and the Metrics Library.

Upon completing this training, participants will be capable of:

• Developing AI-enhanced spreadsheets for data analysis and reporting purposes.
• Utilizing the WrenAI Metrics Library to establish standardized Key Performance Indicators (KPIs).
• Linking spreadsheets to various data sources to ensure real-time updates.
• Designing automated workflows to streamline operational reporting processes.

Course Format

• Interactive lectures and discussions.
• Practical, hands-on experience in building spreadsheets with WrenAI.
• Practical exercises focused on metrics and KPI reporting.

Course Customization Options

• For those interested in requesting a tailored training for this course, please contact us to arrange the details.