AI in Financial Services
PROFESSIONAL CERTIFICATION
AI is revolutionizing the banking industry.
Gain the knowledge and skills needed to advance your career and transform your organization.
AI in Financial Services
PROFESSIONAL CERTIFICATION
Ten years from now, financial services will look radically different.
The first step in imagining an AI-enabled future is to gain a better understanding of what the technology can do—and what it can’t. This course will give you a firm grounding in the potential for AI in financial services —with a particular focus on credit—as well as practical tools to help you begin the journey of applying AI inside your organization. By the end, you will have the foundational knowledge necessary to advance your career and help lead this once-in-a-lifetime transformation in your organization.
What you’ll learn
- Better understand how AI models work
- Assess the appropriateness of AI models for different use cases in your business, with a focus on credit
- Oversee the AI models once they are being used
- Responsibly address the key regulatory and ethical questions surrounding AI models
You will also have the opportunity to:
- Join an online community and learn alongside like-minded professionals
- Gain a verified digital certificate of completion from Upstart
Who this program is for
This program is designed for executives, and anyone who wants to develop the foundational AI knowledge necessary to advance their careers and help lead the once-in-a-lifetime AI transformation in their organizations.
Why Upstart
Founded in 2012, Upstart helped pioneer the application of AI to lending and today connects millions of consumers to more than 100 banks and credit unions that leverage Upstart’s AI models and cloud applications to deliver superior credit products. You will learn directly from Upstart’s senior executives.
Course Details
Foundational Concepts in AI
- Module 1
- 1Hr 30Min
Offers banking leaders a comprehensive overview of AI and ML principles, empowering them to understand and apply these technologies into their financial institution.
ABOUT YOUR INSTRUCTOR
Grant is the Vice President of Machine Learning at Upstart, building the AI Models across credit risk, fraud, and marketing that help power Upstart’s business, and has a PhD in Statistics from The Ohio State University.
Understanding a Model
- Module 2
- 1Hr 20Min
Empowers banking leaders with a structured framework to assess, understand, and integrate explainable AI models and appropriate data sources into their operations while mitigating risk.
ABOUT YOUR INSTRUCTOR
As the Director of Product for Upstart’s Machine Learning teams, May works closely with Machine Learning, Engineering, & Product teams to improve the performance of machine learning models to better serve borrowers.
Ethics and Oversight
- Module 3
- 1Hr
Provides insights into 5 crucial ethical considerations for your AI oversight strategy, covering fairness, explainability, data quality, alternative models, and governance for the implementation of ethical AI.
ABOUT YOUR INSTRUCTOR
As Chief Risk Officer at Upstart, Annie leads regulatory compliance, information security, model risk management, and enterprise risk management, drawing from 15 years of consumer lending expertise to manage and scale teams across Compliance, Operations, and Risk Management.
Applications in Financial Services
- Module 4
- 1Hr
Explores 6 practical applications of AI in financial services, from customer acquisition to cross-selling, in this module designed to inspire innovative business strategies leveraging AI technologies.
ABOUT YOUR INSTRUCTOR
With 20+ years of experience at JPMorgan Chase, Morgan Stanley, Nationwide Financial & a Master’s in Data Science from Northwestern, Lynn is the VP of Implementation & Success at Upstart, managing diligence, onboarding, & post-launch support for 100+ lending partners.
Next Steps for Applying AI
- Module 5
- 45Min
Focuses on four key areas to prepare your organization to successfully leverage AI including how to build the right infrastructure, cultivate a culture of iteration and speed, select optimal projects, and effectively manage stakeholders.
ABOUT YOUR INSTRUCTOR
With 20+ years of experience at Google, IBM & Upstart and a Computer Systems Engineering degree from Stanford, Jeff is a leading authority on applying AI to financial services, often speaking at financial services conferences and hosting the Leaders in Lending podcast.
Foundational Concepts in AI
- Module 1
- 1Hr 30Min
Offers banking leaders a comprehensive overview of AI and ML principles, empowering them to understand and apply these technologies into their financial institution.
ABOUT YOUR INSTRUCTOR
Grant is the Vice President of Machine Learning at Upstart, building the AI Models across credit risk, fraud, and marketing that help power Upstart’s business, and has a PhD in Statistics from The Ohio State University.
Understanding a Model
- Module 2
- 1Hr 20Min
Empowers banking leaders with a structured framework to assess, understand, and integrate explainable AI models and appropriate data sources into their operations while mitigating risk.
ABOUT YOUR INSTRUCTOR
As the Director of Product for Upstart’s Machine Learning teams, May works closely with Machine Learning, Engineering, & Product teams to improve the performance of machine learning models to better serve borrowers.
Ethics and Oversight
- Module 3
- 1Hr
Provides insights into 5 crucial ethical considerations for your AI oversight strategy, covering fairness, explainability, data quality, alternative models, and governance for the implementation of ethical AI.
ABOUT YOUR INSTRUCTOR
As Chief Risk Officer at Upstart, Annie leads regulatory compliance, information security, model risk management, and enterprise risk management, drawing from 15 years of consumer lending expertise to manage and scale teams across Compliance, Operations, and Risk Management.
Applications in Financial Services
- Module 4
- 1Hr
Explores 6 practical applications of AI in financial services, from customer acquisition to cross-selling, in this module designed to inspire innovative business strategies leveraging AI technologies.
ABOUT YOUR INSTRUCTOR
With 20+ years of experience at JPMorgan Chase, Morgan Stanley, Nationwide Financial & a Master’s in Data Science from Northwestern, Lynn is the VP of Implementation & Success at Upstart, managing diligence, onboarding, & post-launch support for 100+ lending partners.
Next Steps for Applying AI
- Module 5
- 45Min
Focuses on four key areas to prepare your organization to successfully leverage AI including how to build the right infrastructure, cultivate a culture of iteration and speed, select optimal projects, and effectively manage stakeholders.
ABOUT YOUR INSTRUCTOR
With 20+ years of experience at Google, IBM & Upstart and a Computer Systems Engineering degree from Stanford, Jeff is a leading authority on applying AI to financial services, often speaking at financial services conferences and hosting the Leaders in Lending podcast.
