Upskill AI Academy

Courses · three tiers · first tier free

AI for Fintech Managers

A practical course for people who run teams in fintech. You'll work in Claude, Anthropic's AI assistant, to turn metrics into weekly reviews and board updates, test decisions before you make them, and prepare hiring and feedback with care. The final tier shows you how to set your team's rules, measure whether AI is helping and hand off the recurring parts of your week.

For: Team leads, heads of function, founders and operations managers at fintech companies.

Lessons
13
Videos
3
Time
About 3.5 hr

By the end, you'll be able to

  • Decide what management information can go into an AI tool, including people data and unpublished results
  • Turn a metrics export into a weekly business review and a board update that tie to finance's figures
  • Test a decision with a memo, a pre-mortem and the strongest case against it
  • Prepare hiring, one-to-ones and feedback with AI while a person makes every people decision
  • Write a one-page team AI policy, run a four-week pilot and report whether it helped

Tier 1Start

Free

Where AI fits in a manager's week, the data rules for company and people information, and three prompts you can use today.

  1. 01Video: Where AI earns its place in a manager's week6 min
  2. 02Where AI fits in a fintech manager's week12 min
  3. 03The data rules for managers15 min
  4. 04Your first three management prompts15 min

Tier 2Run

US$13.30

The weekly business review, board and investor updates, decision memos, market and regulatory scans, and a reporting project that holds your definitions.

  1. 05Video: A weekly business review from a metrics export7 min
  2. 06Metric definitions and the weekly business review15 min
  3. 07Board and investor updates15 min
  4. 08Decision memos and pre-mortems15 min
  5. 09Market, competitor and regulatory scans12 min
  6. 10Your reporting project12 min

Tier 3Lead

US$23.21 · 15% off

Fair hiring and feedback, a one-page team AI policy, a way to measure impact, scheduled hand-offs, a 30-day plan and the final quiz.

  1. 11Video: Rolling AI out to your team without losing control7 min
  2. 12Hiring: role descriptions, scorecards and fair process15 min
  3. 13One-to-ones, feedback and hard conversations15 min
  4. 14Your team's AI policy12 min
  5. 15Measuring whether AI is helping12 min
  6. 16Automate your management week15 min
  7. QCourse quiz12 questions