This one-day, hands-on programme equips banking and finance finance professionals with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and other leading AI tools automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. The programme also explores the broader AI tool landscape, giving participants a working understanding of how tools such as ChatGPT, Claude, and Gemini compare, and where each delivers the greatest value. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles not just concepts, but actual working solutions.
Learning Outcomes
Participants will be able to:
- Use Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
- Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
- Extract, validate, and structure data from PDFs and unstructured documents
- Build interactive dashboards and management-ready visualisations
- Generate professional PowerPoint presentations directly from data and written reports
- Design and deploy AI agents for work processes
- Build lightweight mini-applications to solve specific workplace problems
- Evaluate and select the right AI tool Copilot, ChatGPT, Claude, or Gemini for each use case
- Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails
Programme Outline
Module 1: AI Foundations & Responsible Use in Financial Services
- How Copilot and AI tools work across Word, Excel, PowerPoint, Outlook, and OneDrive
- AI versions, capabilities, and what financial institutions can and cannot use
- AI limitations hallucinations, model drift, numerical errors, and output validation
- Data confidentiality, ethics, and compliance in professional environments
Module 2: Copilot for Daily Work & Professional Communication
- Prompting clearly with context, compliance constraints, and required output format
- Drafting client correspondence, internal memos, credit committee papers, and regulatory submissions
- Meeting summaries, action tracking, and policy/announcement drafting
- Converting financial data and findings into leadership-ready PowerPoint presentations
Module 3: Copilot for Excel
- Prompt Engineering for Excel in banking and financial services workflows
- Cleaning and structuring trade data, loan portfolios, P&L statements, and reconciliation files
- Consolidating data across books, desks, entities, and reporting periods
- Exception flagging, limit breach detection, and transaction validation
- Formula generation, model explanation, and VBA-assisted automation
Module 4: Copilot for PDF Extraction & Unstructured Document Processing
- Techniques for extracting data from term sheets, prospectuses, loan agreements, and research reports
- Cleaning and validating extracted data for downstream use
- Exporting to structured Excel and reporting-ready formats for front, middle, and back office
Module 5: AI for Interactive Dashboards and Mini Apps
- Trend, variance, and anomaly analysis on financial statements
- Building simple dashboards, visual summaries and mini apps
- KPI summaries, management dashboards, and executive narratives
Module 6: AI Agents with Copilot
- Designing and building AI agents in Copilot and ChatGPT
- Defining agent roles, tasks, knowledge, and guardrails
- Zero-shot, few-shot, and chain-of-thought prompting
- Governance, risk, and deployment in organisations
Module 7: AI Governance & Adoption Strategy for Financial Institutions
- AI security, confidentiality, and professional responsibility
- Identifying high-impact, low-risk AI use cases across front office, middle office, and operations
- Phased AI implementation roadmap aligned to institutional risk appetite and technology strategy
- Change management, staff upskilling, and building an AI-ready culture in a regulated environment
Module 8: AI Tool Landscape for Banking & Financial Services
- ChatGPT, Claude, Gemini, and Ollama: tools, costs, and suitability
- Free vs paid tools: getting maximum value with minimum spend
- Choosing the right AI tool for your team, budget, and use case
Training Methodology*
Workshop style with hand-on exercises
Closing Date for Registration*
1 Week before start of session
Intended For
- Front, middle, back-office teams
- Risk and compliance officers
- Financial analysts, relationship managers
- Regulatory reporting teams
Competency Mapping
Category 5 = 7.00 Hours
Schedule & Fees
Date & Time
05 Jun 2026 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
SGD pricing -
For Members:
$ 490.50
For Non-Members:
$ 588.60
Programme Facilitator(s)
Mr Daryl Aw
Venue
60 Cecil Street
ISCA House
Singapore 049709
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.
This one-day, hands-on programme equips banking and finance finance professionals with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and other leading AI tools automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. The programme also explores the broader AI tool landscape, giving participants a working understanding of how tools such as ChatGPT, Claude, and Gemini compare, and where each delivers the greatest value. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles not just concepts, but actual working solutions.
Learning Outcomes
Participants will be able to:
- Use Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
- Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
- Extract, validate, and structure data from PDFs and unstructured documents
- Build interactive dashboards and management-ready visualisations
- Generate professional PowerPoint presentations directly from data and written reports
- Design and deploy AI agents for work processes
- Build lightweight mini-applications to solve specific workplace problems
- Evaluate and select the right AI tool Copilot, ChatGPT, Claude, or Gemini for each use case
- Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails
Programme Outline
Module 1: AI Foundations & Responsible Use in Financial Services
- How Copilot and AI tools work across Word, Excel, PowerPoint, Outlook, and OneDrive
- AI versions, capabilities, and what financial institutions can and cannot use
- AI limitations hallucinations, model drift, numerical errors, and output validation
- Data confidentiality, ethics, and compliance in professional environments
Module 2: Copilot for Daily Work & Professional Communication
- Prompting clearly with context, compliance constraints, and required output format
- Drafting client correspondence, internal memos, credit committee papers, and regulatory submissions
- Meeting summaries, action tracking, and policy/announcement drafting
- Converting financial data and findings into leadership-ready PowerPoint presentations
Module 3: Copilot for Excel
- Prompt Engineering for Excel in banking and financial services workflows
- Cleaning and structuring trade data, loan portfolios, P&L statements, and reconciliation files
- Consolidating data across books, desks, entities, and reporting periods
- Exception flagging, limit breach detection, and transaction validation
- Formula generation, model explanation, and VBA-assisted automation
Module 4: Copilot for PDF Extraction & Unstructured Document Processing
- Techniques for extracting data from term sheets, prospectuses, loan agreements, and research reports
- Cleaning and validating extracted data for downstream use
- Exporting to structured Excel and reporting-ready formats for front, middle, and back office
Module 5: AI for Interactive Dashboards and Mini Apps
- Trend, variance, and anomaly analysis on financial statements
- Building simple dashboards, visual summaries and mini apps
- KPI summaries, management dashboards, and executive narratives
Module 6: AI Agents with Copilot
- Designing and building AI agents in Copilot and ChatGPT
- Defining agent roles, tasks, knowledge, and guardrails
- Zero-shot, few-shot, and chain-of-thought prompting
- Governance, risk, and deployment in organisations
Module 7: AI Governance & Adoption Strategy for Financial Institutions
- AI security, confidentiality, and professional responsibility
- Identifying high-impact, low-risk AI use cases across front office, middle office, and operations
- Phased AI implementation roadmap aligned to institutional risk appetite and technology strategy
- Change management, staff upskilling, and building an AI-ready culture in a regulated environment
Module 8: AI Tool Landscape for Banking & Financial Services
- ChatGPT, Claude, Gemini, and Ollama: tools, costs, and suitability
- Free vs paid tools: getting maximum value with minimum spend
- Choosing the right AI tool for your team, budget, and use case
Training Methodology*
Workshop style with hand-on exercises
Closing Date for Registration*
1 Week before start of session
Intended For
- Front, middle, back-office teams
- Risk and compliance officers
- Financial analysts, relationship managers
- Regulatory reporting teams
Competency Mapping
Category 5 = 7.00 Hours
Programme Facilitator(s)
Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.