Generative AI for banking professionals in French-speaking Switzerland
Category
Cross-functional support
Level
Fundamentals
Format
Presential
Duration
3 consecutive days
Language
French
Location
ISFB Geneva premises
Director
Christophe Nicod
Manager
Oscar Marano
Type
Short courses
Description
Prices & Admission
Content
Testimonials
Stakeholders
Context
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.
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.
Key objectives
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.
Target audience
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.
Stakeholders
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.
Reviews
This program is not subject to evaluation.
Price
- General admission: CHF 2,400
- Member: CHF 1,950
Admission requirements
To make this training more accessible to multiple employees from the same ISFB member institution, we offer a sliding-scale member pricing structure:
· 1 participant: CHF 1,950
· 5 participants in the same session: CHF 6,000, or CHF 1,200 per person
· 10 participants in the same session: CHF 10,000, or CHF 1,000 per person
· 20 participants in the same session: CHF 15,000, or CHF 750 per person
· 40 participants in the same session: CHF 20,000, or CHF 500 per person
· More than 40 participants in the same session: please contact us
· 1 participant: CHF 1,950
· 5 participants in the same session: CHF 6,000, or CHF 1,200 per person
· 10 participants in the same session: CHF 10,000, or CHF 1,000 per person
· 20 participants in the same session: CHF 15,000, or CHF 750 per person
· 40 participants in the same session: CHF 20,000, or CHF 500 per person
· More than 40 participants in the same session: please contact us
IA01
Understanding Generative AI in the Financial Sector
Content: Key concepts, current trends, AI strategies in banking, areas of application, and projections
Duration: 4h00
Format: In-person
Possible speakers: Souleymane BELHOUCHAT
IA04
Digital Toolkit
Content: Getting started with the main tools: research, synthesis, rephrasing, translation, note-taking, outline generation, organizing ideas, comparing answers, and critically evaluating results
Duration: 4h00
Format: In-person
Possible speakers: RAMIREZ MORENO Ignacio
IA03
Digital sovereignty
Content: Cloud, big data, infrastructure, technological dependencies, and energy challenges. Understanding where data goes, as well as the challenges related to hosting, providers, cybersecurity, costs, and digital sustainability
Duration: 4h00
Format: In-person
Possible speakers: NOT SPECIFIED Speaker
IA02
Legal and Regulatory Framework
Contents: AI governance, data protection, bank secrecy, copyright, intellectual property, customer data, internal data, use of third parties, liabilities, documentation of uses, and areas of caution
Duration: 4h00
Format: In-person
Possible speakers: Alexandre JOTTERAND
IA05
Psychosocial Effects of AI
Contents: Motivation, autonomy, sense of competence, creativity, attitude toward knowledge, attitude toward work, cognitive dependence, automation bias, intensification of work, and transformation of professional judgment
Duration: 4h00
Format: In-person
Possible contributors: BONZON Stéphane
IA06
Integration Workshop
Content: AI use cases in banking, trade-offs, and guidelines for responsible use. Analysis of real-world scenarios; distinction between acceptable, sensitive, and prohibited uses; data used; choice of tools; risks; human oversight; confidentiality; reputation
Duration: 4h00
Format: In-person
Possible speakers: Steve BLANCHET
Articles related to the topic of AI
ISFB Insight
Explore articles related to the topic of AI, written by our experts in ISFB Insight.
Souleymane BELHOUCHAT
Souleymane Belhouchat leads strategy and transformation within the Technology & Operations division of Lombard Odier, a Geneva-based private bank. In this role, he chairs the AI Chapter and the Architecture & Technology Board, two governance bodies that oversee the bank’s technology decisions and use of AI.
His career combines consulting and banking: after several years at PwC as a financial services specialist, he joined Lombard Odier, where he defines the division’s strategic plan and leads multi-year transformation initiatives. AI governance and industrialization are part of this. The AI Chapter defines what generative AI can—and cannot—do in an environment subject to banking secrecy: what data to process, what results to monitor, where to apply human judgment, and what infrastructure to deploy so that business and development teams can build innovative use cases. Generative AI is now available to all employees, with an active adoption rate of around 70% and several hundred thousand monthly interactions.
He regularly speaks on the industrialization of AI in finance at industry conferences.
An engineering graduate of EFREI (formerly ESIGETEL), he also completed an executive program in strategy at HEC Paris.
His career combines consulting and banking: after several years at PwC as a financial services specialist, he joined Lombard Odier, where he defines the division’s strategic plan and leads multi-year transformation initiatives. AI governance and industrialization are part of this. The AI Chapter defines what generative AI can—and cannot—do in an environment subject to banking secrecy: what data to process, what results to monitor, where to apply human judgment, and what infrastructure to deploy so that business and development teams can build innovative use cases. Generative AI is now available to all employees, with an active adoption rate of around 70% and several hundred thousand monthly interactions.
He regularly speaks on the industrialization of AI in finance at industry conferences.
An engineering graduate of EFREI (formerly ESIGETEL), he also completed an executive program in strategy at HEC Paris.
Ignacio RAMIREZ MORENO
A Fixed Income Advisor at Pictet, he is also a CFA charterholder. As a financial content creator on LinkedIn, he has built a community of around 46,000 followers interested in market news. Passionate about finance, he is particularly interested in the modernization of financial practices and innovation in the sector.
Speaker: NOT SPECIFIED
Currently being drafted
Alexandre JOTTERAND
Alexandre Jotterand, AIGP, CIPM, CIPP/E, a partner at id est avocats, specializes in technology law and digital innovation.
He advises public and private sector clients on legal and strategic issues related to technology (AI, blockchain, FinTech, HealthTech, MedTech), IT law, governance, and data protection (under Swiss and European law), cybersecurity, life sciences, intellectual property, open source, and complex commercial transactions. His practice also covers contract negotiation, public procurement of technology, as well as technology-related litigation and regulatory proceedings.
His expertise is recognized by Legal500 and Chambers and Partners. Admitted to practice before all Swiss courts, he holds a bilingual MLaw (French-German, summa cum laude) from the Universities of Geneva and Basel. He is certified as AIGP, CIPM, CIPP/E (IAPP), and CC (ISC2).
Committed to advancing digital law, he serves on the board of the Swiss Association of Data Protection Officers (ASDPO), is the Swiss Chapter Chair of the IAPP, is a member of the EDPB’s Support Pool of Experts, and participated, as an independent expert, in the development of the first code of practice under the European AI Regulation applicable to general-purpose AI models. He publishes regularly and speaks at academic and professional conferences.
Stéphane BONZON
Stéphane holds a Master's degree in Counseling and Guidance Psychology (University of Lausanne) and a MAS in Career Management (University of Geneva). With significant experience in the banking, technology, and public service sectors, he has been supporting a variety of audiences at the intersection of human and organizational development for 15 years.
He also held the position of assistant professor and research assistant during the 2021-2022 academic year at the Guidance and Counseling Service of the Institute of Psychology at the University of Lausanne. He joined the ISFB on May 1, 2023.
His interests focus on two major transformational dynamics: AI and ecological upheavals. Their effects on work and employment raise key questions in terms of guidance, training, skills, employability, and career development.
He also held the position of assistant professor and research assistant during the 2021-2022 academic year at the Guidance and Counseling Service of the Institute of Psychology at the University of Lausanne. He joined the ISFB on May 1, 2023.
His interests focus on two major transformational dynamics: AI and ecological upheavals. Their effects on work and employment raise key questions in terms of guidance, training, skills, employability, and career development.
Steve BLANCHET
Currently being drafted
Information
A question about this service? Our manager is at your disposal
Category
Cross-functional support
Level
Fundamentals
Format
Presential
Duration
3 consecutive days
Language
French
Location
ISFB Geneva premises
Director
Christophe Nicod
Manager
Oscar Marano
Type
Short courses
Information
A question about this service? Our manager is at your disposal
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