WrenAI for Financial Analytics: KPI Modeling and Regulatory-Aware Dashboards Training Course

This instructor-led live training in South Africa (online or onsite) is aimed at intermediate-level financial professionals, risk analysts, and AI engineers who wish to develop and deploy AI-driven solutions for financial automation and fraud detection.

By the end of this training, participants will be able to:

• Understand the role of AI in financial automation and fraud detection.
• Build AI models for detecting fraudulent transactions.
• Leverage machine learning for real-time risk assessment.
• Deploy AI-powered financial monitoring systems.

Artificial Intelligence is revolutionizing the way financial institutions evaluate creditworthiness, price risk, and optimize lending decisions.

This instructor-led live training, available online or onsite, is designed for intermediate-level finance professionals seeking to leverage artificial intelligence to enhance credit scoring models, manage risk more effectively, and streamline lending operations.

Upon completing this training, participants will be able to:

• Grasp the key AI methodologies employed in credit scoring and risk prediction.
• Construct and assess credit scoring models using machine learning algorithms.
• Interpret model outputs to ensure regulatory compliance and transparency.
• Apply AI techniques to enhance underwriting, loan approval processes, and portfolio management.

Course Format

• Interactive lectures and discussions.
• Ample exercises and practical practice.
• Hands-on implementation within a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Artificial Intelligence empowers the creation of digital solutions with advanced, data-driven capabilities and highly personalised customer experiences.

Designed for intermediate-level banking professionals who aim to effectively design, develop, and deliver AI-enabled digital products, this instructor-led, live training (available online or on-site) integrates asynchronous activities with in-person workshops.

By the conclusion of this course, participants will be able to:

• Identify customer needs and articulate a clear product vision.
• Leverage AI technologies to enhance digital banking offerings.
• Utilise agile and design thinking methodologies to craft user-centric solutions.
• Measure, iterate, and optimise product performance to ensure sustained value.

Course Format

• 50% synchronous sessions (virtual or in-person).
• 25% asynchronous activities (videos, readings, discussion forums).
• 25% in-person practical workshop featuring case studies.

Customisation Options

• To arrange a tailored version of this course, please contact us to discuss your specific requirements.

Artificial intelligence is reshaping the way financial institutions identify fraud and counter money laundering by enabling intelligent, real-time analysis of extensive transaction data sets.

This instructor-led, live training session (available online or in-person) targets intermediate-level professionals looking to utilise machine learning and AI tools to automate and improve financial crime detection, compliance monitoring, and operational governance.

Upon completing this training, participants will be able to:

• Gain insight into AI applications for fraud detection and AML monitoring.
• Design and deploy models for anomaly detection and transaction scoring.
• Apply graph-based AI techniques to detect network risks.
• Ensure ethical, explainable, and regulatory-compliant model deployment.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical practice.
• Hands-on implementation within a live-lab environment.

Course Customisation Options

• To request bespoke training for this course, please contact us to arrange.

Artificial Intelligence (AI) serves as a strategic enabler for reducing risk, enhancing customer experience, and boosting operational efficiency within the financial sector.

This instructor-led live training, available both online and onsite, is designed for financial services executives, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence but wish to understand how to responsibly and effectively implement AI solutions within their institutions.

Upon completing this training, participants will be able to:

• Appreciate the strategic value of AI in financial services.
• Identify and mitigate ethical risks associated with AI models.
• Navigate the regulatory landscape for AI in finance.
• Design responsible AI governance and implementation frameworks.

Course Format

• Interactive lectures and discussions.
• Case study analysis and group exercises.
• Application of ethical frameworks to realistic financial scenarios.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Artificial Intelligence is reshaping the FinTech sector by facilitating intelligent automation, hyper-personalization, and secure, real-time financial services.

This instructor-led live training, available both online and onsite, is designed for beginner to intermediate-level FinTech professionals eager to explore the intersection of AI, APIs, and Open Banking innovations to craft next-generation financial products.

Upon completing this training, participants will be able to:

• Grasp how AI and machine learning are applied across various FinTech use cases.
• Utilize Open Banking APIs and data aggregation to drive product innovation.
• Design AI-driven features for digital wallets, neobanks, and financial assistants.
• Ensure innovation aligns with regulatory, ethical, and security standards.

Format of the Course

• Interactive lectures and discussions.
• Ample exercises and practical application.
• Hands-on implementation within a live-lab environment.

Course Customization Options

• To arrange customized training for this course, please contact us.

WrenAI is an AI-driven analytics platform engineered to connect data, model insights, and generate dashboards. In enterprise environments, robust governance and security are critical to ensuring safe and compliant adoption.

This instructor-led, live training (online or onsite) is aimed at advanced-level enterprise professionals who wish to implement governance, compliance, and security patterns for WrenAI at scale.

By the end of this training, participants will be able to:

• Design and implement permissioning models in WrenAI.
• Apply auditability and monitoring practices for compliance.
• Set up secure environments with enterprise-level controls.
• Roll out WrenAI safely across large organisations.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with governance and security configurations.
• Practical exercises simulating enterprise rollout scenarios.

Course Customization Options

• To request a customised training for this course, please contact us to arrange.

WrenAI empowers organisations to move beyond static dashboards towards conversational analytics and embedded generative BI. This transition demands careful adoption planning, asset migration, and robust change management practices.

This instructor-led, live training (available online or onsite) is designed for intermediate-level BI and data platform professionals seeking to modernise their legacy BI systems using WrenAI.

By the conclusion of this training, participants will be equipped to:

• Evaluate legacy BI environments and identify opportunities for modernisation.
• Plan and execute migrations from static dashboards to WrenAI.
• Adopt conversational analytics and embedded GenBI capabilities.
• Lead organisational change management for BI modernisation.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with migration and adoption planning.
• Practical labs on conversational analytics and embedded GenBI.

Course Customisation Options

• To request a customised training for this course, please contact us to arrange.

WrenAI facilitates the conversion of natural language into SQL queries and provides AI-driven analytics, streamlining and simplifying data access. For enterprise-grade deployments, robust quality assurance and observability practices are critical to guarantee accuracy, reliability, and regulatory compliance.

This instructor-led, live training session (available online or on-site) targets advanced data and analytics professionals seeking to assess query accuracy, apply prompt tuning strategies, and implement observability frameworks to monitor WrenAI in production environments.

Upon completion of this training, participants will be capable of:

• Assessing the accuracy and reliability of Natural Language to SQL outputs.
• Utilising prompt tuning techniques to enhance system performance.
• Monitoring data drift and query behaviour over time.
• Integrating WrenAI with logging and observability frameworks.

Course Format

• Interactive lectures and group discussions.
• Practical exercises focused on evaluation and tuning techniques.
• Hands-on labs covering observability and monitoring integrations.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

The WrenAI API serves as a robust interface for converting natural language into SQL queries, constructing bespoke applications, and embedding charts within internal platforms.

This instructor-led live training, available either online or onsite, is designed for intermediate-level engineers seeking to leverage the WrenAI API for practical implementations, such as SQL generation, data visualisation, and application integration.

Upon completion of this training, participants will be equipped to:

• Authenticate applications and establish connections with the WrenAI API.
• Generate SQL queries from natural language inputs.
• Create and embed charts using specific API endpoints.
• Integrate WrenAI into backend systems and internal tooling.

Course Format

• Interactive lectures and discussions.
• Practical exercises involving API calls and integrations.
• Hands-on projects linking applications, charts, and data pipelines.

Customisation Options

• To request a tailored training session for this course, please contact us to arrange.

WrenAI Cloud serves as a contemporary platform designed to link data sources, structure data models, and construct interactive dashboards.

This instructor-led, live training session, available either online or onsite, targets beginner to intermediate data professionals eager to master the setup of WrenAI Cloud, data modelling, and dashboard-based visualisation of insights.

Upon completion of this training, participants will be equipped to:

• Set up and configure WrenAI Cloud environments.
• Link WrenAI Cloud to various data sources.
• Model data and define relationships for analytics.
• Create interactive dashboards for business insights.

Format of the Course

• Interactive lecture and discussion.
• Hands-on cloud platform configuration and data modelling.
• Practical exercises in dashboard building and visualisation.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI is an open-source generative business intelligence (BI) tool designed for natural language to SQL conversion and semantic data modelling.

This instructor-led, live training (available online or onsite) is tailored for advanced data engineers, analytics engineers, and machine learning engineers who wish to construct robust semantic layers, refine prompts, and guarantee reliable SQL generation.

By the end of this training, participants will be able to:

• Implement semantic models for consistent metric definitions across teams.
• Optimize text-to-SQL performance for accuracy and scalability.
• Configure and enforce guardrails to avoid invalid or risky queries.
• Integrate WrenAI OSS into data pipelines and analytics workflows.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI serves as a conversational analytics platform that converts natural-language queries into dependable analytical results, empowering non-technical teams to generate insights swiftly and consistently.

This instructor-led, live training (available online or on-site) is tailored for intermediate-level product managers, analysts, and data champions looking to adopt conversational analytics and develop self-service BI capabilities using WrenAI.

Upon completion of this training, participants will be able to:

• Design conversational analytics workflows that deliver reliable product insights.
• Create and maintain a standardised metrics layer to ensure consistent reporting.
• Effectively utilise natural-language to SQL features to address product-related questions.
• Integrate WrenAI-driven self-service dashboards and guardrails into product workflows.

Course Format

• Interactive lectures and discussions.
• Practical labs utilising Wren AI and sample datasets.
• Workshop: Construct a self-service dashboard and set of conversational queries.

Course Customisation Options

• To request customised training for this course, please contact us to arrange.

WrenAI empowers SaaS providers to integrate generative business intelligence (GenBI) directly into their customer-facing offerings. This course equips SaaS teams with the expertise to seamlessly integrate Wren AI via its Embedded API, configure white-label analytics solutions, and manage multi-tenant deployments effectively.

This instructor-led live training (available online or onsite) is designed for intermediate to advanced-level SaaS product leaders, data engineers, and full-stack developers who aim to deploy WrenAI as an embedded analytics solution within SaaS environments.

By the conclusion of this training, participants will be able to:

• Integrate WrenAI using the Embedded API for customer-facing applications.
• Implement white-label conversational BI with tailored branding and customization.
• Design secure and scalable multi-tenant deployments.
• Monitor usage, optimize performance, and ensure compliance within SaaS environments.

Course Format

• Interactive lectures and discussions.
• Hands-on labs utilising the WrenAI Embedded API.
• Workshop: Design and deploy a white-label analytics feature for a specific SaaS use case.

Course Customisation Options

• To request a customised training programme for this course, please contact us to arrange.

WrenAI Spreadsheets and the Metrics Library facilitate rapid reporting by combining AI-driven spreadsheet workflows with a repository of pre-built, cross-platform business metrics.

This instructor-led live training, available online or on-site, is designed for operations professionals at beginner to intermediate levels who wish to expedite their reporting and analysis processes using WrenAI Spreadsheets and the Metrics Library.

Upon completing this training, participants will be able to:

• Construct AI-enabled spreadsheets for data analysis and reporting.
• Utilise the WrenAI Metrics Library for standardised KPIs.
• Link spreadsheets to various data sources to ensure live data updates.
• Establish automated workflows to streamline operational reporting.

Format of the Course

• Interactive lectures and discussions.
• Practical, hands-on spreadsheet creation using WrenAI.
• Practical exercises focused on metrics and KPI reporting.

Course Customization Options

• To request a bespoke training session for this course, please contact us to arrange.