Gen AI for NBFC & Capital Markets
Master 20+ AI tools to automate workflows, generate insights, and communicate smarter — built for NBFC and capital markets professionals working within compliance and data-security boundaries.
Talk to Our Gen AI ExpertProgram Philosophy
NBFC and capital markets teams run on research, reporting, investor communication, and regulatory documentation — high-stakes work where accuracy and compliance can't be traded for speed. This 2-day workshop teaches 20+ Generative AI tools built to work within those boundaries: compliance-friendly writing, multimodal presentation design, research summarization, and — on Day 2 — agentic automation for workflows like client follow-ups and feedback collection, always framed around responsible, compliant AI adoption.
Who it's for: NBFC and capital markets professionals across research, investor relations, reporting, marketing, and client-facing operations.
What Your Team Will Master
Curriculum Breakdown
Day 1 — AI for Productivity, Ideation & Business Communication (6.5 Hrs)
Welcome & Setting the Context
How Gen AI can streamline research, reporting, client communication, and regulatory documentation for NBFCs and capital markets.
Generative Content Creation & Ideation
Create crisp reports, investor notes, newsletters, and product explainers — with tone and compliance-friendly output customization.
Visual & Presentation Design Using AI
Generate presentations, infographics, client proposals, and explainer visuals in minutes.
AI for Research, Summarization & Knowledge Mining
Convert PDFs and research papers into summaries, podcasts, and mind maps; track business-impact news.
Building Brand & Marketing Collaterals Using AI
Generate logos, social media creatives, reels, and video explainers for investor relations or product marketing.
Wrap-up & Q&A
Reflection, recap, and use-case sharing.
Day 2 — AI for Automation, Agentic Workflows & Business Operations (6.5 Hrs)
Managing Teams & Workflows with AI Productivity Suites
Streamline meetings, tasks, SOPs, and daily communication using AI-native systems.
Autonomous AI Agents & Voice Workflows
Create AI agents that can call customers, summarize conversations, and automate feedback collection.
Agentic AI Frameworks — Build & Automate Processes
Hands-on creation of simple AI agents to automate document parsing, meeting follow-ups, or task reminders.
Technical Deep Dive — Building Your Own RAG & Custom AI Models
Structured prompt engineering and the fundamentals of Retrieval-Augmented Generation (RAG).
AI for Performance, HR & Organizational Agility
Use AI to simplify goal-setting, reviews, and coaching cycles.
Capstone Exercise — "My AI Co-Worker"
Participants design and present a use case applying at least 3 tools to automate a real work scenario — report generation, client updates, or meeting minutes from their own team.
20+ Tools You'll Get Hands-On With
Deliverables
Industry-recognized Gen AI certification
Comprehensive guide to effective, compliance-aware prompting
Ready-to-use resources for your workflow
Hands-on capstone using your own use case
Ongoing guidance and community access
"This AI certification transformed how our teams work. The ROI was visible within weeks. Highly recommended for any organization looking to stay competitive."
Rajesh KumarHead of L&D, Fortune 500 NBFC
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Ready to Bring Compliant AI to Your Teams?
Book a 2-day Gen AI for NBFC & Capital Markets workshop for your organization.
Book An Appointmentnaini@aarviit.com | +91-7208079479