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

This instructor-led live training in Brazil (online or onsite) is designed for intermediate-level financial professionals, risk analysts, and AI engineers looking to develop and implement AI-driven solutions for financial automation and fraud prevention.

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

• Grasping the significance of AI in automating financial processes and detecting fraud.
• Developing AI models specifically for identifying fraudulent transactions.
• Applying machine learning techniques for real-time risk evaluation.
• Implementing AI-enabled financial monitoring systems.

Artificial intelligence is revolutionizing how financial institutions evaluate creditworthiness, price risk, and optimize their lending strategies.

This instructor-led live training, available both online and onsite, is designed for intermediate-level finance professionals seeking to leverage artificial intelligence to strengthen credit scoring models, manage risk more effectively, and streamline lending operations.

Upon completing this training, participants will be equipped to:

• Grasp the core AI methodologies employed in credit scoring and risk prediction.
• Construct and assess credit scoring models utilizing machine learning algorithms.
• Interpret model outputs to ensure regulatory compliance and maintain transparency.
• Implement AI techniques to enhance underwriting, loan approval processes, and portfolio management.

Course Format

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

Customization Options

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

Artificial Intelligence serves as the technological foundation for creating digital products that offer advanced, data-driven capabilities and personalized customer experiences.

This live, instructor-led training—available online or onsite—integrates asynchronous learning activities with in-person workshops. It is designed for banking professionals at an intermediate level who aim to effectively design, develop, and launch AI-powered digital products.

Upon completing this training, participants will be able to:

• Identify customer needs and establish a clear product vision.
• Leverage AI technologies to enhance digital banking offerings.
• Utilize agile methodologies and design thinking to develop user-centered solutions.
• Measure, iterate on, and optimize product performance to ensure sustained value.

Course Format

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

Customization Options

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

AI is revolutionizing how financial institutions identify fraud and combat money laundering by intelligently analyzing vast transaction datasets in real-time.

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

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

• Understand AI use cases in fraud detection and AML monitoring.
• Design and implement models for anomaly detection and transaction scoring.
• Leverage graph-based AI for network risk detection.
• Ensure ethical, explainable, and regulatory-compliant model deployment.

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.

AI in Financial Services acts as a strategic catalyst for reducing risk, enhancing customer experience, and boosting operational efficiency.

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 but wish to understand how to responsibly and effectively implement AI solutions within their institutions.

Upon completing this training, participants will be able to:

• Grasp the strategic value of AI in financial services.
• Identify and mitigate ethical risks linked to AI models.
• Navigate the regulatory landscape for AI in finance.
• Develop responsible AI governance and implementation frameworks.

Course Format

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

Customization Options

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

Artificial Intelligence is reshaping the FinTech sector by facilitating intelligent automation, hyper-personalization, and secure real-time financial services.

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

Upon completing 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 for product innovation.
• Design AI-driven features for digital wallets, neobanks, and financial assistants.
• Align innovation strategies with regulatory, ethical, and security considerations.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• 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.

WrenAI is an AI-driven analytics platform built to connect data, model insights, and generate dashboards. In enterprise settings, robust governance and security are essential to ensure safe and compliant adoption.

This instructor-led, live training (available online or onsite) targets advanced-level enterprise professionals aiming 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 transition from static dashboards to conversational analytics and embedded generative BI. This transformation demands thoughtful adoption planning, asset migration, 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 completing this training, participants will be capable of:

• Evaluating legacy BI environments and pinpointing modernization opportunities.
• Planning and executing the migration from static dashboards to WrenAI.
• Adopting conversational analytics and embedded GenBI features.
• Leading organizational change management efforts for 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.

Customization Options

• To request customized training for this course, please reach out to us to arrange details.

WrenAI transforms natural language into SQL generation and enables AI-driven analytics, making data access quicker and more intuitive. For enterprise-grade applications, robust quality assurance and observability practices are crucial to guarantee accuracy, reliability, and compliance.

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

By the conclusion 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 performance.
• Tracking drift and query behavior over time.
• Implementing WrenAI with logging and observability frameworks.

Course Format

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

Course Customization Options

• To request customized training for this course, please reach out to us to arrange it.

The WrenAI API serves as a robust interface for converting natural language into SQL queries, constructing custom applications, and embedding charts within internal platforms.

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

Upon completing this training, participants will be capable of:

• Authenticating and linking applications to the WrenAI API.
• Deriving 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 apps, charts, and data pipelines.

Course Customization Options

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

WrenAI Cloud is a contemporary platform designed to link data sources, model information, and construct interactive dashboards.

This instructor-led, live training (available online or onsite) is intended for beginner to intermediate data professionals looking to master the setup of WrenAI Cloud, data modeling techniques, and visualization of insights through dashboards.

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

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

Format of the Course

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

Course Customization Options

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

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 within their customer-facing solutions. This course provides SaaS teams with the necessary expertise to integrate Wren AI via its Embedded API, set up white-label analytics, and manage multi-tenant infrastructures.

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

Upon completing this training, participants will be capable of:

• Integrating WrenAI using the Embedded API for customer-facing applications.
• Implementing white-label conversational BI with full branding and customization.
• Designing secure and scalable multi-tenant deployments.
• Monitoring usage, optimizing performance, and ensuring compliance in SaaS environments.

Course Format

• Interactive lectures and discussions.
• Hands-on labs utilizing the WrenAI Embedded API.
• Workshop: Design and deploy a white-label analytics feature for a SaaS use case.

Course Customization Options

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

The 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 both online and onsite, is designed for operational professionals at beginner to intermediate levels who aim to accelerate their reporting and analysis processes using WrenAI Spreadsheets and the Metrics Library.

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

• Develop AI-enhanced spreadsheets for data analysis and reporting.
• Utilize the WrenAI Metrics Library to establish standardized Key Performance Indicators (KPIs).
• Link spreadsheets to various data sources to ensure real-time data updates.
• Design automated workflows to streamline operational reporting processes.

Course Format

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

Customization Options

• To request a tailored training version of this course, please reach out to us for arrangement.