Empowering Financial Professionals with Generative AI
Heicoders Academy delivered a customized Generative AI workshop for Lion Global Investors, equipping their team with practical AI skills for the financial industry
Customer Snapshot
The Challenge: Staying Ahead in a Tech-Driven Financial Landscape
Lion Global Investors, a leading asset management firm in Asia, recognized the transformative potential of Generative AI in the financial sector. To maintain their competitive edge and enhance operational efficiency, they needed to equip their team with the knowledge and skills to leverage this emerging technology. The challenge was to find a training partner who could provide a practical, hands-on workshop tailored to the specific needs of financial professionals.
Why Heicoders Academy: A Partner with Proven Expertise
Lion Global Investors chose Heicoders Academy for its deep expertise in AI and its reputation for delivering high-quality, industry-relevant training. Heicoders Academy’s instructors, who are seasoned professionals from top companies in the tech and finance sector, were able to understand the unique challenges and opportunities within the financial industry. The ability to customize the GA100 curriculum to address specific use cases in asset management was a key factor in their decision.
🚀 The Solution: A Customized Generative AI Workshop
Heicoders Academy designed and delivered a one-day intensive workshop on Generative AI for the Lion Global Investors team. The workshop, a customized version of the popular GA100 course, focused on practical applications of Generative AI in the financial context. The curriculum covered:
- Prompt Engineering with LLMs like Copilot: Mastering the art of crafting effective prompts to elicit desired outputs from AI models.
- AI-Powered Data Analysis: Utilizing AI for data extraction, analysis, and visualization to gain deeper insights from financial data.
- Workflow Automation with AI Agents: Tap on powerful AI Agents like Manus AI to perform research and automation
- Risk Management: Understanding and mitigating the risks associated with using Generative AI in a regulated industry
For the workshop, Heicoders Academy, sent Beh Min Yan, who was an ex-quantiative researcher that had an acute understanding of Lion Global Investors’ nature of business to conduct the workshop.
🏆 Results: Empowering a Future-Ready Workforce
The customized workshop empowered the Lion Global Investors team with the confidence and skills to explore and implement Generative AI in their daily work. The hands-on exercises and real-world examples provided a practical understanding of how AI can be used to enhance their roles. The team is now better equipped to identify opportunities for innovation and drive efficiency within the organization.
“I’m genuinely impressed by how much AI can do but the real power comes from knowing how to give it the right context and refining your prompts along the way. What stood out at Heicoders was the lecturer’s vibrant energy and her ability to break down something heavy into a first timer friendly experience that felt relatable to everyone.”
- Fifi, Senior Director (Portfolio Risk & Performance)
What’s Next: A Culture of Continuous Learning
Lion Global Investors will be launching more runs of the workshop with Heicoders Academy to ensure that all staff are equipped with the necessary skills to use Generative AI effectively.
