Courses · three tiers · first tier free
AI for Fintech Professionals
A practical course for anyone working in fintech. You'll work in Claude, Anthropic's AI assistant, and learn what can go into it, how to brief it, how to check what comes back, and how to set up the tools that make it repeatable. The final tier has playbooks for customer success, bookkeeping and accounting, and risk, compliance and operations.
For: People in non-engineering roles at payments, lending, neobanking, wealth, insurance and regtech companies.
- Lessons
- 14
- Videos
- 3
- Time
- About 3.5 hr
By the end, you'll be able to
- Decide in seconds what information can be shared with an AI tool and what must stay out
- Write prompts that carry product, audience, jurisdiction and approval path
- Check numbers, sources and claims before they reach a customer, a regulator or the board
- Set up projects, artifacts, skills and connectors for your own work
- Run role playbooks for customer success, finance, and risk and compliance
Tier 1Foundations
FreeWhere AI fits in a regulated business, the three-tier data rule, prompting, and how to check the work.
Tier 2Toolkit
US$13.30Projects, artifacts, skills, connectors, research and scheduled hand-offs, each set up for fintech work.
- 06Video: The toolkit tour: one project, one artifact, one skill8 min
- 07Projects: your product and policy knowledge in one place12 min
- 08Artifacts: decks, docs, dashboards and calculators10 min
- 09Skills: your playbook as a repeatable workflow12 min
- 10Connectors: bringing your tools to Claude12 min
- 11Research and Enterprise Search12 min
- 12Handing work off: Cowork, schedules and plugins12 min
Tier 3Playbooks
US$23.21 · 15% offReady-to-run plays for customer success, bookkeeping and accounting, and risk, compliance and operations, plus a 30-day plan and the final quiz.