Banking & professional development · PROJECT STORY
AI in everyday banking: learning through practical tasks.
How MODAL and Institute for AI build AI skills in the Raiffeisen education programme. Eight workshop examples range from analysing spreadsheets for balance sheet work to comparing policies and drafting internal forms.
- Education partner
- MODAL Bildung
- Education context
- Raiffeisen banks in Vienna, Lower Austria and Burgenland
- Institute contribution
- Corporate Learning · practical AI training
01 · STARTING POINT
AI skills for everyday banking
MODAL provides education for Raiffeisen banks in Vienna, Lower Austria and Burgenland. Together with Institute for AI, MODAL brings AI training into everyday banking. The documented workshops covered tasks ranging from communications and administration to working with documents and spreadsheets.
02 · LEARNING ARCHITECTURE
From a first prompt to a draft that can be checked
Institute for AI combined fundamentals with exercises and demonstrations based on practical tasks. Participants compared outputs, refined instructions and considered how to edit and review the results.
“We can build AI skills according to our needs, keep developing them and establish a shared quality standard at the same time”
Original quote at the ikp Press Centre (German) · English translation
03 · PRACTICAL APPLICATIONS
Turning tasks into workflows that can be reviewed.
These examples reflect the documented workshop stage. Tests and demonstrations do not imply a production rollout; a potential benefit is not a measured saving.
Practically tested in the workshop
Analysing Excel data for the balance sheet
- Task
- Balance sheet work involves reviewing and interpreting relevant information in Excel spreadsheets.
- AI application
- Participants used AI to analyse Excel spreadsheets for the balance sheet.
- Practical benefit
- A starting point for checking the figures against the original spreadsheets.
- Documented stage
- The spreadsheet analysis was carried out in the workshop.
Practically tested in the workshop
Comparing annual versions of a policy
- Task
- Changes between the previous year’s policy and the current version need to be traceable.
- AI application
- Participants used AI to compare the two versions and produce a summary of the changes it identified.
- Practical benefit
- The responsible team can check each reported change against the original versions.
- Documented stage
- Participants tried the version comparison and generated a list of changes in the workshop.
Developed as a use case
Turning reference material into an internal sales form
- Task
- Sales staff need a practical way to work with information on lease agreements and tax topics.
- AI application
- Participants used AI to draft a form for internal sales use based on a document covering these topics.
- Practical benefit
- Sales staff get a structured draft that specialists can check for completeness and accuracy.
- Documented stage
- A draft form was produced in the workshop.
Developed as a use case
Drafting a hunting lease form
- Task
- Hunting leases require a consistent form template.
- AI application
- Participants used AI to create a separate draft form for hunting leases.
- Practical benefit
- An editable template for specialist review before use.
- Documented stage
- The draft was produced in the workshop.
Demonstrated in the workshop
Drafting invitations and letters
- Task
- Existing invitation content needs to be adapted to a different format.
- AI application
- A demonstrated example used a PDF invitation as its starting point. The group discussed additional instructions for the draft.
- Practical benefit
- A starting point for editorial review and approval.
- Documented stage
- An existing draft and its workflow were shown in the workshop.
Practically tested in the workshop
Comparing image options for communications
- Task
- An image needs to match the brief and be checked for stereotypes.
- AI application
- A shared image prompt was tried in ChatGPT and Copilot. The group compared the variants.
- Practical benefit
- Practical selection criteria for further editorial work.
- Documented stage
- Variants were generated and compared live.
Discussed in the workshop
Structuring meeting notes
- Task
- Meeting notes need a clear structure for follow-up.
- AI application
- The group discussed drafting minutes and setting access permissions for shared notes.
- Practical benefit
- A structured draft for review by the responsible person.
- Documented stage
- Discussed as a use case and an access-control question.
Demonstrated in the workshop
From briefing to presentation
- Task
- A topic needs to be turned into a clear, concise presentation.
- AI application
- A draft from ChatGPT was transferred to Gamma and structured as a six-slide outline.
- Practical benefit
- An editable slide structure that can be reviewed for content and design.
- Documented stage
- The workflow was demonstrated live.
04 · GOVERNANCE
Approvals and access rights are part of the task
The workshops considered which tools and data suit each task. Examples involving Outlook and SharePoint illustrated why existing access rights and internal approvals need review before wider use. Professional review and approval remain with the responsible people.
05 · KNOWLEDGE SHARING
What carries over to other tasks
Clear instructions, verifiable sources and a defined output format can be reused for recurring tasks. The exercises show where AI can help prepare a draft and where human review comes in.
06 · PRESS & SOURCES
The project in the public eye.
The media reports document the project context. The individual stages of the use cases are based on the workshop materials.
See the “Learning that grows with organisations” press topicFROM PRACTICE TO YOUR OWN LEARNING PATHWAY
What challenge is your organisation working on?
Institute for AI connects qualification, practical application and organisational responsibility. Together we identify the appropriate next step.
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