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

Artificial Intelligence serves as a pivotal technology for crafting digital products equipped with advanced, data-driven capabilities and tailored customer experiences.

Designed for intermediate-level banking professionals aiming to design, develop, and deploy AI-powered digital products with efficacy, this instructor-led live training offers flexible delivery modes (online or onsite). The curriculum integrates asynchronous learning activities with immersive in-person workshops to facilitate a comprehensive understanding.

Upon completing this training, participants will gain the ability to:

• Evaluate customer requirements and articulate a distinct product vision.
• Leverage AI technologies to elevate the functionality of digital banking products.
• Utilize agile methodologies and design thinking to engineer user-centric solutions.
• Measure, refine, and optimize product performance to ensure long-term value creation.

Course Format

• 50% synchronous instruction (delivered virtually or in-person).
• 25% asynchronous learning modules (including video content, reading materials, and discussion forums).
• 25% hands-on in-person workshops featuring real-world case studies.

Customization Options

• For organizations seeking a tailored training experience, please reach out to us to arrange a customized program.

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

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

Upon completing this training, participants will be able to:

• Grasp 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 model deployment is ethical, explainable, and compliant with regulations.

Course Format

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

Customization Options

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

AI serves as a strategic driver for enhancing risk management, customer experience, and operational efficiency within the financial sector.

This instructor-led live training, available online or onsite, is designed for financial services executives, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence. The course aims to help participants understand how to responsibly and effectively implement AI solutions within their institutions.

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

• Comprehend the strategic value of AI in financial services.
• Identify and mitigate ethical risks associated with AI models.
• Navigate the regulatory landscape for AI in finance.
• Design responsible AI governance and implementation frameworks.

Format of the Course

• Interactive lecture and discussion.
• Case study analysis and group exercises.
• Application of ethical frameworks to realistic financial scenarios.

Course Customization Options

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

Artificial intelligence is reshaping the FinTech sector by driving intelligent automation, enabling hyper-personalization, and delivering secure, real-time financial services.

This instructor-led live training, available either online or onsite, targets beginner to intermediate FinTech professionals keen to explore the intersection of AI, APIs, and Open Banking innovations to craft next-generation financial products.

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

• Comprehend the application of AI and machine learning across various FinTech use cases.
• Utilize Open Banking APIs and data aggregation techniques to drive product innovation.
• Develop AI-powered features for digital wallets, neobanks, and financial assistants.
• Ensure innovation aligns with regulatory, ethical, and security standards.

Course Format

• Engaging lectures and interactive discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live-lab environment.

Customization Options

• For customized training arrangements, please contact us directly.

WrenAI is an AI-driven analytics platform engineered to link data, model insights, and produce dashboards. Within enterprise settings, strong governance and security measures are essential to guarantee safe and compliant implementation.

This instructor-led, live training (available online or onsite) targets advanced-level enterprise professionals seeking to apply governance, compliance, and security patterns for WrenAI at scale.

Upon completing this training, participants will be able to:

• Design and implement permissioning models within WrenAI.
• Apply auditability and monitoring practices to ensure compliance.
• Establish secure environments with enterprise-grade controls.
• Safely deploy WrenAI across large organisations.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs focused on 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 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 to pinpoint modernization opportunities.
• Planning and executing the migration from static dashboards to WrenAI.
• Implementing conversational analytics and embedded GenBI functionalities.
• Driving organizational change management for BI modernization efforts.

Course Format

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

Course Customization Options

• For inquiries regarding customized training for this course, please contact us to arrange.

WrenAI facilitates the conversion of natural language into SQL queries and supports AI-driven analytics, thereby making data access more intuitive and efficient. For enterprise applications, rigorous quality assurance and observability protocols are critical to guaranteeing accuracy, reliability, and regulatory compliance.

This instructor-led, live training session (available online or onsite) is designed for advanced data and analytics professionals seeking to evaluate query precision, implement prompt tuning strategies, and establish observability practices for monitoring WrenAI in live production environments.

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

• Assessing the accuracy and reliability of natural language to SQL conversions.
• Utilizing prompt tuning techniques to enhance system performance.
• Tracking query behavior and detecting drift over time.
• Integrating WrenAI with logging and observability frameworks.

Course Format

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

Customization Options

• For bespoke training arrangements, please contact us directly.

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

This instructor-led, live training session (available online or on-site) targets intermediate-level engineers seeking to leverage the WrenAI API for practical implementations, such as 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, visualizations, and data pipelines.

Customization Options

• To request a tailored training session, please contact us to make arrangements.

WrenAI Cloud serves as a contemporary platform designed to link data sources, structure data models, and construct interactive dashboards.

Delivered as an instructor-led live session, available either online or at your premises, this training is tailored for data professionals at beginner to intermediate levels. It focuses on equipping participants with the skills to configure WrenAI Cloud, model their data, and visualise key insights through dashboards.

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

• Establish and configure WrenAI Cloud environments.
• Link WrenAI Cloud to various data sources.
• Model data and define analytical relationships.
• Develop interactive dashboards to drive business insights.

Course Format

• Engaging lectures and discussions.
• Practical configuration of the cloud platform and data modelling.
• Hands-on exercises focused on building dashboards and visualising data.

Course Customisation Options

• For bespoke training requirements, please get in touch with us to arrange.

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 empowers SaaS providers to embed generative business intelligence (GenBI) directly into their customer-facing applications. This course equips SaaS teams with the necessary skills to integrate WrenAI via its Embedded API, configure white-label analytics, and manage multi-tenant deployments.

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

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

• Integrate WrenAI using the Embedded API for customer-facing applications.
• Implement white-label conversational BI with tailored 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 Metrics Library facilitate rapid reporting by combining AI-driven spreadsheet workflows with a repository of pre-built, cross-platform business metrics.

This instructor-led live training, available online or onsite, targets beginner to intermediate operational professionals seeking to accelerate reporting and analysis processes through the use of WrenAI Spreadsheets and the Metrics Library.

Upon completion of 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 KPIs.
• Linking spreadsheets to various data sources to ensure real-time updates.
• Establishing automated workflows to streamline operational reporting tasks.

Course Format

• Interactive lectures and discussions.
• Practical sessions involving spreadsheet construction with WrenAI.
• Hands-on exercises focused on metrics and KPI reporting.

Course Customization Options

• For inquiries regarding customized training arrangements for this course, please contact us.