Generative AI for banking professionals in French-speaking Switzerland

Generative artificial intelligence is rapidly becoming part of everyday banking practices: document research, summarization, writing, translation, preparation of materials, analytical support, structuring of ideas, automation of routine tasks, and exploration of internal document databases. Tools such as GPT, Claude, Gemini, and Copilot are already changing the way we produce content, make decisions, learn, and collaborate.

For banks, the challenge is not merely to “use AI.” It is about understanding what these tools truly enable, what they do not, the risks they introduce, and the conditions for professional use that align with the requirements of a regulated banking environment.

This short course offers an integrated approach to generative AI based on a PESTEL framework: politics and digital sovereignty, economic issues, social and psycho-sociological effects, technological understanding, ecological and energy context, and legal and regulatory constraints. It covers practical use of tools, understanding of infrastructure, data protection, copyright, banking secrecy, governance, impact on business lines, and human responsibility.

The program is designed for banking professionals who are not AI specialists but need to be able to use these tools in a practical, critical, compliant, and useful manner in their daily work.

Participants will be able to make a reasoned judgment regarding the relevance, limitations, and conditions of use of generative AI in a given banking scenario; to formulate simple recommendations for the responsible use of this technology in their professional environment; and to analyze a use case by identifying the expected benefits, the data used, as well as the legal, technological, human, and reputational risks, while defining the necessary controls. They will also be able to use tools such as ChatGPT, Claude, and Gemini to perform routine professional tasks by applying rules for prompting, confidentiality, and result verification. Finally, they will be able to explain the differences between generative AI, predictive AI, LLMs, RAG, and agentic AI, as well as their opportunities and limitations in the banking sector, and define the key concepts of generative AI by identifying the main tools, uses, and associated risks in a banking context.

Professionals in the banking and financial sector in French-speaking Switzerland who wish to gain a practical, responsible, and critical understanding of generative AI in their professional work.

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

This program is not subject to evaluation.