AI Training & Workshops for Financial Services, Accounting & Professional Services Teams


Practical, customised AI training for financial services organisations, accounting firms, advisory businesses and professional services teams across New Zealand and Australia. We help teams use Microsoft Copilot, ChatGPT and other AI tools across research, reporting, client communication, document analysis and everyday knowledge work.

Training Enquiry

Trusted by Finance and Accounting Companies Across NZ and Australia

We work with financial, advisory and professional services organisations to build practical AI capability while maintaining appropriate controls around confidentiality, accuracy and responsible use.

Where AI Can Add Value

Our AI workshops focus on practical ways to reduce administration, improve productivity and free up more time for clients and higher-value work.


Emails & Client Communication

Draft and refine emails, respond faster to common queries and turn complex information into clear client communications.


Client Meetings & Follow-Ups

Prepare meeting briefs, capture notes and actions, summarise discussions and create follow-up emails and tasks.


Reports & Document Drafting

Accelerate first drafts of reports, management commentary, proposals, advice documents and internal papers.


Excel, Data & Analysis

Analyse information, explain trends and variances, structure data and turn numbers into clearer business insights.


Research & Information Review

Summarise lengthy documents, compare information, research organisations or markets and extract key points quickly.


Admin, Processes & Automation

Reduce repetitive work across document preparation, information gathering, internal processes and recurring workflows using AI, Copilot and agents.

Discuss AI Enablement

AI Training Built Around Your Business

Every workshop is customised around your people, workflows, technology environment and AI maturity. Typical areas include:

  • Microsoft Copilot, Claude and ChatGPT
  • Effective prompting for professional work
  • Research and information analysis
  • Reports, papers and document creation
  • Client communication and proposals
  • Meetings and follow-ups
  • Working with spreadsheets and business information
  • AI governance, privacy and responsible use
  • Agents and workflow automation
  • Identifying high-value AI opportunities


Sessions can be delivered as leadership briefings, half-day or full-day workshops, or as part of a wider AI adoption programme.

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OUR APPROACH

How We Tailor the Workshop

We begin by understanding your priorities, current tools and the points of friction across your business. From there, we design a practical workshop around the roles and workflows that matter most.

01

Discovery and opportunity identification

We identify priority workflows, current AI maturity, tool environment and risk considerations.

02

Tailored workshop delivery

Your team learns through relevant use cases, live demonstrations and practical exercises.

03

Governance and adoption guidance

We provide clear guardrails so people can use AI with confidence and appropriate control.

04

Practical next steps

You leave with priority use cases, recommended actions and a clearer pathway for further enablement.

WHY MATRIX AI

Work Directly With Glen Maguire

Glen Maguire leads Matrix AI workshops across New Zealand and Australia.


With more than 25 years’ experience in technology and digital transformation, Glen helps financial and professional services organisations move beyond AI experimentation and apply Microsoft Copilot, ChatGPT and other AI tools to practical business workflows.


Workshops are designed for professional and knowledge-based teams — practical, commercially focused and tailored around how your organisation actually works.


  • 25+ years’ technology experience
  • MBA qualified
  • AI certified
  • AI advisor, trainer and keynote speaker
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Contact Matrix AI

FAQs
  • Do you have experience working with financial and professional services organisations?

    Yes. We have worked with civil engineering, infrastructure and other project-led organisations across New Zealand and Australia, delivering practical AI training focused on real business and project workflows.


    Our workshops are tailored to the way these teams work, including tenders, reporting, technical documentation, project communication, knowledge management and Microsoft Copilot or ChatGPT adoption.

  • What AI tools are covered?

    Workshops can include Microsoft Copilot, ChatGPT and other relevant AI tools depending on your organisation’s technology environment and objectives. We can also cover agents, research tools, document analysis and workflow automation where relevant.

  • Where is the training delivered?

    Ideally, we deliver AI training onsite at your office, so the session can be tailored to your team, workflows and working environment.


    We’ve delivered training across Auckland, Wellington, Sydney, Brisbane and Tahiti, and can travel to other locations across New Zealand, Australia and the Pacific. Online delivery is also available where appropriate.