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Generative AI for Financial Chatbots

Workshop Details

Building AI agents that are able to use tools, extract information from unstructured text, and converse like financial advisors using fact-based reasoning, real-time data, and conversational memory.

We've sold out and not accepting new registrations.

Language

English

Date

29th October, 2024

Time

1800 to 2030 (GMT+7)

Medium

Zoom Conferencing (Online)

Bundled Learning Experience

Practical, hands-on introduction to designing and building AI agents that can function like financial advisors, leveraging fact-based reasoning, real-time financial data, and conversational memory.

During the workshop, your instructor will guide you through the thought process of architecting a generative AI using the latest breakthroughs in LLM (large language models). You will then learn how to build a simple AI agent that can generate financial insights, investment ideas, and do factual question-answering based on real-time financial data.

Workshop Fee: $9

Add $5 for Workshop + Practicum

For an extra $5, you can upgrade your participation to the Workshop + Practicum tier (optional). Here's the offer:

$9 workshop admission included
$98 worth of Sectors API subscription included
$39 worth of Supertype Fellowship+ included (peer to peer learning group, mentorship, post-workshop implementation support)

After the workshop, all Practicum members are invited to join the Supertype Fellowship, where you can continue building your financial analytics dashboard, access live financial data, and collaborate with other community members using the free API credits provided to you. Whether you're new to working with live financial data, looking to enhance your financial analysis skills, or simply curious about creating interactive dashboards with a low-code approach, this workshop is designed for you.

Follow along the last 1 hour of the workshop as a Workshop + Practicum member to earn a certificate of completion. We issue this certificate of completion as proof of demonstrable proficiency, with a difficulty level suited for non-programmers. You will be asked to submit your dashboard, and a mentor will assess it and award a certificate as acknowledgment of your competency.

Workshop + Practicum Bundle: $14

Your Instructor

Samuel Chan

I am a 3-time software entrepreneur (currently Sectors, Algoritma and Supertype). Between 2014 and 2016, I have built and sold a company that operates in the space of chatbots, natural language AI and marketing automation whilst living between Beijing, Tokyo and my home town Singapore.

I am also a prolific contributor on GitHub, with many open source tools, libraries, and open courses on Large Language Model and Computer Vision.

Prolific software entrepreneur (Audience Kit, HyperGrowth, Growth Bot, Sectors Financial Data Suite) over 2 decades
First in Southeast Asia to receive certification in Microsoft Data Science professional program, MongoDB (2014). Also recipient of Graph Analytics for Big Data from UC San Diego, Machine Learning by Stanford (2016)
Accredited instructor (NTUC Singapore, IBF Singapore) and guest lecturer in various institutions including University of Indonesia and Ngee Ann Polytechnic
In-house consultant to SEGA-backed goGame, publisher of Disney Crossy Road, Big Hero 6, Adaro (IDX: ADRO) group of companies and ex-employment at DNP Group (TYO:7912), Gumi (TYO:3903), DianDian FunPlus (600634.SH), year-long consulting at Beijing, Tokyo between 2011 and 2016.
Contributor to various publication including the Logistics Institute by NUS (National University of Singapore)

Experienced LLM Instructor & Educator

> 250,000

YouTube Views on LLM Generative AI Series (youtube.com/samuelchan)

798 Stars

on LLM education series: GitHub (@onlyphantom/llm-python)

40+

Open source scripts and LLM tooling resources on GitHub

Active, Hands-on Learning

Step by Step, with LangChain

Build conversational AI agents through a methodical, step-by-step approach using LangChain, the open source framework for building robust, highly customisable LLM applications.

A Complete Introduction to Generative AI

This workshop walks you through the foundations that make LLM (Large Language Models, e.g. Claude, GPT-4, Gemini, Llama) work, and the orchestration that enable these AI to act as incredible chat assistants.

Updated for October 2024.

Tired of outdated tutorials in the fast-moving landscape of AI? Us, too. This workshop is constantly updated in an ongoing Github Repository by the course author, and uses the latest version of all libraries (crucially LangChain and LangGraph). It teaches you all the skills required to build intelligent conversational AI Agents, using the same toolkit that we deploy for our clients at Supertype.

Syllabus

Adding Conversational Memory to LLM Agents

Implement memory capabilities in LLMs to create consistent, context-aware interactions that mimic real-life financial advisors.

Financial Data API through Sectors

With the Practicum tier, gain even more resources (worth $137 combined) to build as many AI systems as you want, powered by Sectors Financial API

Orchestrating LLM Agents w/ LangChain & LangGraph

Orchestrate an end-to-end AI system using battle-tested tools and frameworks trusted by hundreds of leading AI companies

Tool-use and Fact-based Reasoning

Implement information retrieval tools to your AI agents for accurate fact-checking and reasoning, ensuring reliable responses based on real-time data.