Fundamentals of Financial Automation

所在平台: Udemy

课程主页: https://www.udemy.com/course/financial-automation/

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课程简介

课程名称:金融自动化基础 课程概述: 本课程旨在帮助学习者全面掌握金融自动化的基本知识,适应快速发展的金融科技环境。传统上由人类完成的许多金融操作现在几乎全部由软件完成,了解如何自动化金融操作变得尤为重要。至今为止,许多课程往往只关注特定领域,如欺诈检测,而没有全面介绍常见的金融操作及其自动化技术。本课程将填补这一空白,提供一个关于金融自动化技术、应用案例及实施示例的综合性学习平台。 课程内容包括: 1. **金融自动化基础**:学习最常见的自动化活动,如交易处理、财务分析、费用管理和对账,以及金融自动化的好处如效率提升、准确性提高、可扩展性、实时洞察和成本降低。 2. **IT在金融中的作用**:了解通常涉及自动化的IT系统(如大型ERP系统、API集成平台和内部专有应用)的功能及其关注点(如网络安全、合规性、灾难恢复和模型偏见)。 3. **人力与自动化预测**:探讨预测的常见元素和方法,包括人力和自动化预测的优缺点及使用场景。 4. **AI与机器学习(ML)**:介绍作为自动化技术的AI和ML,包括常见应用、不同类型及其优缺点。 5. **机器人流程自动化(RPA)与光学字符识别(OCR)**:学习如何利用这些技术自动化重复性任务,例如发票处理和合规监控。 6. **聊天机器人与自然语言处理(NLP)**:探索识别和回复文本查询的技术及其应用。 7. **区块链与智能合约**:了解如何安全地完全自动化交易流程。 8. **生成性AI**:学习其产生文本、图像等的应用及限度。 9. **AI伦理与考虑事项**:讨论AI偏见、透明性、解释性、安全性及人机协作等问题。 10. **数据考虑因素**:涉及数据管理、治理及保护的重要原则。 11. **金融自动化的实施挑战**:识别技术、操作和安全/伦理等方面的挑战及其缓解措施。 12. **未来趋势**:探讨智能流程自动化、量子计算、去中心化金融等可能带来的挑战和影响。 本课程为学习者提供了30天的退款保证,确保无风险报名。建议利用免费预览视频确保课程适合自己。欢迎加入并提升应对变化的能力!

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课程详情

AUTOMATE YOUR LEARNING OF AUTOMATIONFinance is evolving fast. What was done in the past by humans is nowadays almost entirely done by software..and, software is getting faster.We have more advanced models, that do more things under more flexible circumstances, and that accelerate their learning.If we don't know how to automate financial operations.we will be in trouble.Unfortunately, courses so far don't tell you how to automate most financial operations.They may focus on a specific area, like fraud detection, without giving you an exhaustive look at all common financial operations, and the common technologies used to automate each.What if you could find, in one single course, all the usual automation technology, all the common use cases, and examples of how to implement them?That is what this course aims to change.LET ME TELL YOU.EVERYTHINGSome people - including me - love to know what they're getting in a package.And by this, I mean, EVERYTHING that is in the package.So, here is a list of everything that this course covers:You'll learn about the basics of financial automation, including the most frequently automated activities (transaction processing, financial analysis, expense management, reconciliation), the benefits that financial automation has (higher efficiency, accuracy, scalability, real-time insights, cost reduction), and the usual types of automation technology;You'll learn about the role of IT in finance, including the IT systems usually involved in automation (such as big ERP systems, external integrated platforms such as APIs, and internal proprietary applications), and their usual concerns (cybersecurity, compliance, disaster recovery, scalability, or model biases);You'll learn about human versus automated forecasting, including the usual forecasted elements (equity prices, credit scores and defaults, sales and revenue, bank customer behavior like account closures, insurance claims, and portfolio risks, for example), the characteristics of human versus automated forecasting (the statistical and numerical methods used, like time series analysis and regression, and the data usually needed for each type), the usual AI/ML forecasting models used (such as neural networks, decision trees or ensemble trees, or deep learning models), the pros and cons of each, and when to use human or automated forecasting;You'll learn about AI and ML as a type of automation technology, including common use cases (credit scoring, fraud detection, algorithmic trading, predictive analysis, recommendation systems), their different characteristics (explainable vs. accurate, generative vs. discriminative, supervised vs. unsupervised in training, or static vs. dynamic, for example), their major types (regression, classification and clustering), and their usual pros and cons;You'll learn about RPA (Robotic Process Automation) and OCR (Optical Character Recognition), used to automate repetitive tasks, including their common use cases (invoice processing, compliance and monitoring, form automation, report generation, reconciliation, expense management, etc), and their usual pros and cons;You'll learn about chatbots and NLP (Natural Language Processing), used to recognise and reply to text queries, including their common use cases (such as customer support and queries, transaction authorisation, finance advisory, document processing, onboarding processing, and so on), and their usual pros and cons;You'll learn about blockchains and smart contracts, used to fully automate transaction process in a secure manner, including their common use cases (such as automated stock trading, automated insurance claims, automated lending and escrow, or automated identity verification), and their usual pros and cons;You'll learn about generative AI, used to generate text, image, or other forms of media, its usual use cases (generating images, scenarios, reports, emails, documents, personalised financial advice, and more), and its usual pros and cons;You'll learn about key AI ethics and considerations, including AI bias (and its causes and effects), AI transparency and explainability (including the accuracy - explainability tradeoff and XAI - eXplainable AI - techniques), the dilemma of false positives versus false negatives, the role of human intervention (should it override machine decisions, and, if so, under what circumstances), and security and robustness (how to protect models against unexpected inputs, and how to not reveal too much in outputs);You'll learn about data considerations, including the key data disciplines (Data Management, Data Governance and Data Stewardship), important data principles (such as maintaining high Data Quality, or DQ, and seeing data as assets), and a focus on data protection by DG (such as what data to keep and when, how to protect the data, and what purposes the data can be used for);You'll learn about some common challenges when implementing financial automation, of three major types (technological challenges, operational challenges, and security/ethical challenges), as well as how to mitigate these;You'll learn about possible future trends, such as Intelligent Process Automation (IPA), quantum computing, decentralised finance, and ChatGPT and LLMs, including the challenges they may bring, and possible large-scale consequences in financial automation (the mass personalisation of everything, the interconnectedness of all systems, and a bigger focus on sustainability);MY INVITATION TO YOURemember that you always have a 30-day money-back guarantee, so there is no risk for you.Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don't want you to waste your money.If you think this course is a fit, and can take your knowledge of dealing with change to the next level.it would be a pleasure to have you as a student.See on the other side!

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