Artificial intelligence training
AI training for banking and financial services
Crédit Agricole, Agirc-Arrco, Alptis: we train banking, savings, social protection, and insurance teams in generative AI, within a framework compatible with your compliance, banking secrecy, and data protection requirements. Our sessions are 100% practical, built on real-world case studies from your business areas: customer relations, credit, compliance, risk, and finance.
AI training for banking and financial services, in brief
Everything you need to decide, in nine lines. Details of the programs, prices and financing are below.
- What it is
- A in-house training in generative AI for banking, savings, asset management and financial services teams, built on your real cases and run in your validated environment.
- For who
- Customer relations in branches and remotely, credit, compliance and anti-money laundering, risk management, management control, asset management, support functions and management. beginners as well as advanced usersTwelve participants per workshop session, with no limit in webinar format.
- Duration
- De 1 hour (Prompt Party®) to a multi-wave program across your network of agencies or regional branches. Each format can stand alone or be linked together in a series.
- Where and in what language
- At your premises throughout France, particularly in Paris, or remotely at all your sites. French or English.
- Tools
- The tool already validated at your site: Copilot Chat or Microsoft 365 Copilot, ChatGPT, Claude, Gemini or Mistral, or your internal assistant.
- Data
- No customer data, account data, or data covered by banking secrecy is disclosed. in session; classification rules given to participants.
- Price
- €1,300 to €1,800 excluding VAT half-day sessions for up to twelve people €1,800 to €2,600 excluding VAT In-house day, route available upon request.
- Funding
- Eligible for OPCO and ESF+ funding. NextStart is a registered training organization (No. 11756140675): the session is part of your skills development plan, with the agreements and documents expected by your funder.
- Lead time
- First response and proposal within 24 business hours, without obligation; detailed proposal after a 30-minute scoping exchange.
Our figures in banking and financial services
A large banking group supported on its innovation platforms, and two long-term programs in social protection and insurance, evaluated at each session.
The AI challenges of the sector, as we practice them
Customer relations in branches and remotely, credit and file analysis, compliance and anti-money laundering, risks, management controlAsset management, support functions: generative AI impacts entire banking and financial services sectors, in an environment where every response has implications, where banking secrecy applies, and where regulators closely control its use. Our sessions are designed for this context.
- Use cases built on real-world industry realities: credit file summaries, preparing responses to clients, analyzing contractual documents, regulatory monitoring, preparing reports.
- A clear framework on data: no customer or account data used in session, classification rules provided to participants, AI environments validated by your IT department and your compliance department.
- A proven practice of large-scale systems: national webinars, ambassador networks, multi-wave courses on networks of agencies or regional funds.
What will change in 2026 for banking and financial services
Regulations are becoming clearer, and tools are evolving from chat to agents. Our sessions incorporate these changes so your teams can adopt AI in the right framework, right now.
What we have done in your sector
Our references in financial services and social protection, with their figures.
Crédit Agricole
Supported on its innovation platforms
Interventions with the innovation platforms of the Crédit Agricole group, on tools validated by the group and within the framework of banking secrecy and compliance: the same system that we deploy on the networks of agencies and regional banks.
Agirc-Arrco · 2023 to 2025
Two years of AI webinars rated up to 9.5/10
Eight webinars for the Lab and Innovation community of the supplementary pension federation, each evaluated by internal survey: seven out of eight above 8,9 out of 10, up to 9,5. Then a first day Prompt Party in person on Copilot for the Retirement Product Management.
Alptis · 2025 to 2026
From AI Act compliance to 31 autonomous AI drivers
For this mutual and health insurance group with approximately 800 employees across eight sites: a launch Masterclass, 31 trained facilitators, 17 Prompt Party co-facilitated and an internal community that now facilitates its workshops independently, Agent Party Included. On Microsoft Copilot.
Use cases by industry profession
Credit, compliance, finance, customer relations and support functions: concrete examples from our freely accessible library to see how AI is changing your daily work.
Credit: orchestrating the review of a contractual file
Analyze, annotate and prepare key points for a set of contractual documents.
Compliance: a regulatory watchdog
Follow the developments in the texts (ACPR, AMF, LCB-FT, DORA) that actually concern the activity.
Control: detecting writing anomalies
Highlight unusual transactions before they rise to control.
Finance: Produce the annotated monthly report
Assemble the figures, the discrepancies, and the commentary expected by the committee.
Advisors: prepare and follow up on client appointments
Centralize the relevant context before appointments and structure follow-up actions.
Customer relations: simplifying a financial statement
Explain the figures without jargon and without losing rigor.
Each session starts from your own situations. See all our training courses by profession →
Three levels, from the first prompt to the delegation
Each level builds on the previous one and is carried out either independently or progressively, in person or remotely, in French or English, using the tools already deployed at your location.
Adopt
Prompt Party® (1 hours), use cases by profession (half day) and AI ambassadors : to make the tools already deployed at your home a daily use. This is the level of the Agirc-Arrco and Alptis programs.
Create agents
Agent Party® (1 hour or half a day) then Agent Studio : business agents created by your teams, connected to your documents and applications.
Delegate
Cowork Party® (1 hour or half a day) then Cowork Studio : entrust AI with complete, multi-step and multi-file tasks, in your environment.
Details of formats, durations and deployments are on the page Our offers.
Copilot, ChatGPT, Claude, Gemini or Mistral training for banking and financial services
We provide training on the tools your teams actually use, within your tenant and under your licenses: Copilot Chat included in Microsoft 365 or the paid version of Copilot M365, ChatGPT Business or Enterprise, Claude Team or Enterprise, Gemini in Google Workspace, Vibe from Mistral, or your group's internal AI assistant. Exercises take place in your validated environment, respecting banking secrecy and your data classification rules. Our training materials are updated monthly by the vendors.
Copilot
Claude
ChatGPT
Gemini
MistralSecurity, confidentiality and compliance
Bank secrecy, account data, privileged information: banks handle some of the most protected information. Our training courses take place in environments validated by your IT department, your CISO, and your compliance department, and teach everyone what can and cannot be included in an AI tool.
- Data scope: what the tool sees depending on SharePoint, OneDrive or open connector rights, and how to anticipate this before deployment.
- Bank secrecy and customer data: a simple classification rule and exercises on fictitious data, never on real files.
- Agent governance: who publishes, who shares, which connectors are allowed, and how validation stays within your compliance workflows.
- Article 4 of the AI Act: training materials and certificates that document your employees' AI proficiency.
Getting an entire network to adopt AI
Building a team and building a network of agencies or regional offices are not the same problem. At this scale, the difficulty is no longer pedagogical: employees are spread across numerous sites, their skill levels vary greatly, the IT department has made the tools available and is waiting for them to be used, and HR has to report on what has been accomplished. We roll out the system in waves, with an internal network taking over between sessions.
At Agirc-Arrco, eight webinars attracted over 650 participants; at Alptis, a launch Masterclass brought together approximately 450 participants. Everyone starts from the same foundation before the workshops.
The same workshop repeated from agency to agency or cash register to cash register until the network is covered: at Alptis, 17 Prompt Party co-hosted across eight sites, either in person or remotely.
Regional or local branch representatives, trained to facilitate and report successful cases: at Alptis, 31 AI Initiators now independently lead their workshops. To set up your own group: free AI Ambassadors kit.
Why NextStart?
Over 30 organizations supported, 4,850 professionals trained, an average satisfaction rating of 9,4/10, and experience in regulated environments: AI prepares and accelerates work, validation remains within your compliance processes, using tools approved by your IT department. We work particularly with Paris, in person, and remotely on your networks of agencies and regional branches. See all our references →
Price benchmarks
Our rates are in line with the market for AI training in companies. The precise quote depends on the number of sessions, the customization to your real-world cases, and the desired adoption rate.
This training is eligible for OPCO and ESF+ funding and can be charged to your skills development plan, provided you submit the documents required by your funding body. A written proposal will be sent within 24 business hours, with no obligation.
FAQ
How do you manage our compliance requirements?
Use cases are developed with your teams, respecting your existing procedures: AI prepares and accelerates the work, while validation remains within your existing compliance processes. Our sessions also contribute to the AI literacy required by Article 4 of the AI Act: since February 2, 2025, this article mandates that companies providing or using AI systems must take steps to develop their employees' AI literacy, taking into account their role and the context of use. Omnibus Regulation (EU) 2026/1744, in force since July 27, 2026, has made this an obligation of means: it no longer requires guaranteeing a "sufficient level" for each individual, and the Commission and Member States must support these efforts, particularly those of SMEs. Oversight falls under the jurisdiction of national authorities since August 2, 2026: documenting the actions taken therefore remains essential. For high-risk uses in the sector (assessment of solvency and credit rating of natural persons, Annex III, the obligations of which apply from December 2, 2027), training does not replace product compliance: it prepares for it.
And what about our customers' data?
No customer data, account data, or data covered by banking secrecy is used during the sessions. We train your teams on a simple classification rule that distinguishes what can enter the AI environments validated by your IT department from what never enters them.
What tools do you use for animation?
Regarding the tools your group has approved: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, Gemini, Mistral, or an internal assistant. Our formats are agnostic: the use cases and reflexes taught are the same; only the interface changes.
Can you form a whole network of regional agencies or branches?
Yes. The program is rolled out in waves: a launch via webinar or Masterclass, followed by the same workshop repeated from agency to agency, and then a network of internal ambassadors taking over. This is the model deployed at Alptis, with approximately 800 employees across eight sites, and 31 trained AI Initiators.
Our teams are just starting out: is this suitable?
Yes. The sessions start from scratch and include even the most reluctant participants: everyone writes their first useful prompts based on their own work situations within the first hour. Advanced users then move on to creating agents and delegating entire tasks.
How much does AI training cost for a bank?
€1,500 to €2,000 excluding VAT for a half-day session for up to twelve people, €2,000 to €3,000 excluding VAT for a full-day in-house session. Multi-phase programs, including ambassadors and adoption measures, are available upon request, with pricing decreasing according to volume.
How to finance the training?
The training is eligible for OPCO and ESF+ funding. NextStart is a registered training organization (no. 11756140675): the session is part of your skills development plan, with the agreements and documents expected by your funding body.
What happens after my request?
Flavien Besset will personally respond within 24 business hours with an initial proposal. A 30-minute scoping meeting will then allow us to clarify your teams, tools, and constraints before the detailed proposal and training agreement are finalized.
Build your banking and financial services program
Two fields and one sentence are enough: click what applies to you, the sentence writes itself, complete if you wish (teams and sites, validated tools, compliance requirements, deadlines).
Do you prefer to call or write? +33 1 89 16 48 05 or hello@nextstart.aiYour contact details are only used to reply to you.
Other sectors we support
The same compliance and data protection requirements are found in other regulated sectors: see how we work there.
NextStart is a training organization registered under number 11756140675. This registration does not constitute state approval.