AI Introduction Workshop

The Challenge

A boutique investment bank (20 employees) recognized AI as competitive necessity but had fragmented understanding of capabilities. Team had seen AI hype in media but unclear on practical applications for investment banking. Different members used AI terms inconsistently, and they were uncertain about the range of AI solutions from simple prompting to complex multi-agent systems.

Our Solution

Compact 2-hour AI Introduction Workshop tailored to boutique investment bank:

Workshop Structure

Part 1: Common Language & AI Spectrum (45 min)

• Defined key terms in plain language: prompting, ML, LLMs, agents, multi-agent systems
• Presented spectrum of AI solutions from simplest to most complex
• Explained when each approach is appropriate and at what scale

Part 2: Financial Sector Demonstrations (60 min)

• Live demonstrations across AI spectrum aligned to investment banking use cases
• Simple prompting: information extraction, summarization
• Advanced prompting: due diligence analysis, company research
• Single agents: automated profiling, market research
• Multi-agent systems: orchestrated due diligence, deal sourcing pipeline
• Interactive Q&A throughout demonstrations

Part 3: Current Usage, Risks & Next Steps (15 min)

• Current AI usage patterns in financial services
• Risks (data security, regulatory, accuracy) and mitigations
• Concrete next steps for the firm based on their scale

Results

Key Impact

• Team shifted from confusion about AI terminology to confident understanding of solution spectrum
• Shared vocabulary established—everyone could discuss AI using consistent terms
• Risk concerns addressed—understood data security, regulatory compliance, and mitigations
• Scale appropriate—recognized which AI approaches suitable for 20-person firm
• Demonstrations effective—seeing AI across spectrum built confidence in practical applications
• Workshop outcomes became reference point for firm's AI discussions