Finance
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Prime Elevate

Prime Elevate Finance Training Course: designed for IT, Data & AI teams facing financial challenges

Data, BI and AI projects applied to finance and banking rarely fail due to a lack of technical skills. The teams master data architectures, pipelines, analytical tools, and advanced models. However, in banking and financial environments, this technical excellence is not enough.

Without a solid understanding of financial mechanisms — corporate credit, financial analysis, financial analysis, risk pricing, capital markets or the operation of banking systems — the solutions developed often remain partial, misaligned with business needs, or difficult to exploit sustainably. The data is handled properly, but their economic sense, their regulatory scope And their decision impact are poorly understood.

This gap between technology and finance is one of the main causes of friction between technical teams and Finance, Risk or Credit departments.

Bridging the gap between technical excellence and financial understanding

In the majority of organizations, IT, Data and AI teams are recruited for their technical skills, not for their previous experience in the banking or financial world. The understanding of financial mechanisms is then built gradually, over the course of projects, often under the constraints of deadlines, operational pressure and high regulatory requirements.

This increase in skills “on the job” inevitably generates misunderstandings: difficulties in interpreting credit or risk data, poor reading of financial indicators, imperfect prioritization of business needs, or data solutions that are technically robust but insufficiently aligned with the operational reality of banks and financial institutions.

It is precisely to respond to this observation on the ground that Prime Elevate designed the Finance Course. This course aims to upgrade IT, Data & AI teams, by providing them with a clear, structured and progressive understanding of banking and corporate finance. The objective is not to transform technical profiles into financial ones, but to provide them with the An essential foundation for financial culture to design, deploy and develop data, BI and AI solutions that are really useful to businesses.

The Finance Course is primarily aimed at IT, Data, BI and AI teams working on finance or banking projects without initial financial training, data analysts, data engineers and data consultants working on credit, risk or reporting issues, as well as project managers and functional IT profiles working on credit, risk or reporting issues, as well as project managers and functional IT profiles working directly with the Finance, Risk and Credit departments. It is also a strategic lever for organizations wishing to secure their data & AI projects by strengthening the business understanding of their technical teams.

A gradual and structured increase in competence

The Prime Elevate Finance Course is based on a strong conviction: you cannot design relevant data, BI or AI solutions without understanding the financial decisions that they need to inform.

Rather than an accumulation of theoretical notions, the course offers a gradual increase in competence, designed for technical profiles. Each course provides a clear foundation, directly linked to data uses, information systems and regulatory constraints specific to banking and financial environments.

Financial concepts are explained in a structured way, illustrated by concrete cases and systematically put into perspective with the data flows, tools and architectures on which the IT, Data & AI teams work.

The Finance Training Journey courses

Module 1 - Understanding Corporate Credit for IT, Data & AI Teams

This training is the entry point to the course. It makes it possible to understand how business credit works: actors, types of loans, decision-making processes, risk analysis and regulatory constraints.


It provides a clear understanding of the mechanisms behind credit data, the indicators used by businesses and the direct impacts on systems and reporting.

It is an essential base for any technical team working on subjects related to credit, risk or financial management.

Learn more about training Understanding Corporate Credit for IT, Data & AI Teams

Module 2 - Financial Analysis & Credit Pricing for IT, Data & AI Teams

This training deepens the understanding of credit decisions by focusing on financial analysis and pricing mechanisms. Participants learn to read and interpret financial statements, to understand the main indicators used by businesses and to understand the logic of risk valuation.

It allows IT, Data & AI teams to better understand Why is some data critical, how they are used in decision models and how they influence business choices.

Learn more about training Financial Analysis & Credit Pricing for IT, Data & AI Teams

Module 3 - Security & Capital Markets for IT, Data & AI Teams

This training opens the perspective to market finance and security mechanisms. It discusses financial instruments, hedging logics, and the role of capital markets in financing and managing risk.

It makes it possible to link financial data, market products and regulatory constraints, and to provide an essential transversal understanding for data or analytics projects involving market data.

Learn more about training Security & Capital Markets for IT, Data & AI Teams

Module 4 - Credit Chain & Banking Systems for IT, Data & AI Teams

This training offers a transversal vision of the credit chain, from granting to monitoring, management and reporting. It highlights banking systems, data flows, interactions between front, middle and back office, as well as points of vigilance in terms of data quality and traceability.

It is key to understanding functional and data architecture credit systems and to secure IT and data projects in complex environments.

Learn more about training Credit Chain & Banking Systems for IT, Data & AI Teams

A course designed for banking and financial environments

The Prime Elevate Finance Course was designed based on real situations encountered in the field, in contact with banks, insurance companies and large groups. It is offered exclusively in intra-company, with the possibility of adapting content to sectoral contexts, existing systems and the maturity level of the teams.

The courses are led by consultant speakers, with several years of experience in banking and financial environments, and regularly intervening on projects related to credit, risk, banking systems, reporting and data transformation.
They provide a concrete, operational vision directly from the field, far from a theoretical or academic approach.

The objective is clear: Give technical teams the keys to financial understanding necessary to sustainably succeed in their data, BI and AI projects, in demanding and highly regulated environments.

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