Microsoft Copilot training for Banking
FCA-aligned training to automate compliance checks, speed up credit memos, and analyse market data. Delivered by trainers who understand financial regulation.
We Speak "Basis Points"
We know the difference between Buy-Side and Sell-Side. We understand the severity of MNPI (Material Non-Public Information) and the importance of an audit trail.
We don't teach generic "productivity." We teach how to use Copilot to handle KYC/AML loads and earnings season without breaching compliance.
Specific Banking Upgrades
This version of the course adds three specific agents built to handle the data-heavy, compliance-focused reality of modern banking.
Safety: The "MNPI" Line
We teach a strict Red / Amber / Green protocol aligned with FCA guidance and insider trading regulations.
- → RED DATA MNPI (Undisclosed Deal Info, M&A Targets). Never in open prompts.
- → AMBER DATA Client strategy docs, internal credit ratings, macro research. Safe within tenant.
- → GREEN DATA Public market data, published annual reports, marketing slides. Safe everywhere.
What happens on the day?
This is a specialized version of our Core Copilot Essentials course. It replaces generic admin tasks with financial modelling and compliance scenarios.
Morning: Risk & Verification
09:30 - 12:30
We cover the risks of AI hallucination in financial data. We teach "Trust but Verify" protocols to ensure no number goes into a model without a source check.
Afternoon: The Build (Finance Specific)
13:15 - 16:30
We build the specific agents listed above. Analysts and Associates leave with working templates for research, reporting, and compliance checks.
Evidence Base (Why this matters)
Click to expand findings on AI in the financial sector.
Accenture: Banking's Generative AI Era
Accenture estimates that 90% of working hours in banking can be impacted by LLMs, with a potential 30% productivity gain in "middle office" tasks like risk and compliance.
FCA: AI in Financial Services
The FCA emphasizes that firms are responsible for the AI they use. Our training focuses on the "Human in the Loop" principle, ensuring accountability remains with the regulated individual.
McKinsey: The Value for Corporate Banking
McKinsey highlights "Credit Risk" and "Customer Operations" as high-value use cases. Our course targets these specifically to reduce the time-to-decision for credit papers.
Book a 30-minute call. We'll verify if your bank's Microsoft tenant (often locked down) is ready for this training.