AI Training & Courses for Banking & Finance.
Artificial Intelligence is redefining the financial industry. Make your institution fit for the future – with tailored, FINMA-compliant training for banks and asset managers.
In banking, the winner is whoever uses data securely and quickly.
Banks and financial service providers operate in an extremely competitive and highly regulated environment. Margin pressure, new fintech competition, and rising compliance requirements (FINMA, RevDSG – Swiss Revised Federal Act on Data Protection) require maximum operational efficiency.
While algorithmic trading and complex risk models are already highly automated, valuable time is still lost in retail banking, private banking, and the back office through manual document checks, KYC processes, and complex research.
The core problem: Many financial institutions hesitate with broad AI adoption due to fears of data protection violations (banking secrecy) and hallucinations (incorrect AI generation) in client advisory.
of all AI initiatives in banks fail due to regulatory hurdles and a lack of acceptance within the team.
Challenges we address through targeted training:
- Document Flood: Manual effort in checking credit applications, balance sheets, and KYC documents.
- Compliance Pressure: Tenfold effort in researching and implementing new regulatory guidelines.
- Client Outreach: Lack of time for deep, personalized preparation in private banking.
Our Approach
We train Swiss financial institutions in the secure use of generative AI. Our focus is on strictly preserving banking secrecy while maximizing productivity in the front and back office.
100% Branchenfokus
Real-world use cases from retail banking, private banking, and asset management.
Individuell & Konform
Content is tailored precisely to your team (Compliance, Advisors, Risk) and FINMA guidelines.
Zukunftssicher
From automated memo creation to approaches in data-driven portfolio analysis.
Training Content: From Back Office to Client Facing
Our training courses cover the spectrum of AI in finance, structured by implementation horizons:
Short-term
Productivity & Correspondence
- ✓ Correspondence: Fast, professional drafting of memos, emails, and protocols.
- ✓ Summaries: Extraction of key statements from long financial market reports and balance sheets.
- ✓ Research: AI-supported query systems for internal guidelines and working instructions.
Medium-term
Risk, Compliance & Advisory
- ✓ KYC/AML: Automated document checking and background research for due diligence.
- ✓ Private Banking: Generation of personalized investment stories for client meetings.
- ✓ Lending: Accelerated credit scoring through pre-evaluation of unstructured data.
Long-term
Strategy & Portfolio
- ✓ Robo-Advisory: AI models for autonomous or hybrid asset management.
- ✓ Predictive Analytics: Predictive models for market trends and customer churn.
- ✓ Enterprise AI: Implementation of fully isolated, bank-owned LLMs (Large Language Models – on-premise).
Who do we design our AI training for?
Our training courses are directed at cantonal banks, private banks, asset managers, and fintech companies.
Compliance & Risiko
Automation of KYC/AML (Know Your Customer / Anti-Money Laundering) checks and creation of regulatory reportings.
Private Banking & Advisory
Fast portfolio summaries and hyper-personalized preparation of customer meetings.
Back-Office & Admin
Accelerated processing of credit applications, document checks, and customer correspondence.
Geschäftsleitung
Strategic deployment of secure, local AI models to sustainably reduce the cost-income ratio.
Choose your suitable package
All seminars can be modularly tailored to the departments (Retail, Private Banking, Compliance) of your bank.
AI Foundation Seminar
A secure onboarding for the entire workforce. Clear differentiation between "allowed" and "forbidden" AI applications in banking.
- 01 Strong focus on RevDSG and banking secrecy
- 02 Time savings on emails, memos, and research
- 03 Sensitization against AI phishing and fraud
AI Practical Seminar
Deep dive into operational processes. We work on anonymized credit applications, financial reports, and KYC workflows.
- 01 Incl. initial discussion with your compliance department
- 02 Automation of due diligence and reporting
- 03 Preparation of tailored sales pitches in wealth management
AI Intensive Workshop
Architecture and strategy workshop for C-Level, CIOs, and innovation labs of financial institutions.
- 01 Evaluation of on-premise vs. cloud LLMs (Large Language Models) for banks
- 02 Potential application in algorithmic trading & credit scoring
- 03 Development of a FINMA-compliant AI strategy
Are you looking for training for an individual? Then we might have a more suitable offer for you.
A structured path to success.
We work beforehand with (anonymized) examples from your financial institution – be it macro analyses, compliance checklists, or client inquiries – to ensure maximum practical relevance.
Your investment in time
A full day is enough to noticeably accelerate the back office and give advisors more time for essential client loyalty.
Foundations & Banking Compliance
We demystify AI and establish a solid foundation: How do LLMs function? What does this mean for banking secrecy, and which tools are secure (Enterprise/Local vs. Public)?
Methodology & Precise Prompting
Interactive training for the financial sector: How do you formulate complex prompts for error-free extraction of key metrics from balance sheets or annual reports?
Transfer & Banking Practice
Live trial on real tasks: For example, we let the AI generate a preparation for a private banking discussion based on market news and hypothetical client preferences.
Strategy & Outlook
Definition of binding workflows for back and front offices, as well as identification of potential for full automation of KYC processes.
What our participants say
Genuine feedback from our seminars, training courses, and workshops.
Eliane Marty
Geschäftsführerin, Baugenossenschaft Waidmatt
"Das KI-Seminar von Peak Pioneers war eine wertvolle Investition. Wir haben konkrete Anwendungsfälle kennengelernt, die uns im Tagesgeschäft entlasten. Die Vermittlung der Inhalte war professionell und direkt auf unseren Betrieb anwendbar."
Monika Hofer
Head of Finance / HR
"Thanks to the accompanying, multi-part seminar program on Artificial Intelligence, we were also able to ensure that the entire team uses the new possibilities competently from the very beginning. The content was presented in an understandable, practical, and comprehensible manner for all participants."
Monika Müller-Seps
Geschäftsführerin, Terra Est Vita Stiftung
"Die Schulung von Peak Pioneers zum Thema Künstliche Intelligenz war äusserst inspirierend und praxisnah gestaltet. Der kompetente Schulungsleiter vermittelte nicht nur fundiertes Wissen, sondern gab auch viele hilfreiche Tipps zur konkreten Umsetzung im Alltag."
Ready for the next step?
Contact me for a free initial consultation. Together, we will clarify the regulatory requirements of your bank and design a secure, efficient training concept.
Request Training