Description

Investment banking is changing fast, and frontier AI is now part of the desk. This course is your introduction to Rogo, the IB-native AI layer purpose-built for the way bankers actually work. Rogo isn't a general-purpose chatbot. It runs on top of the same frontier models the rest of the world uses, but wraps them in banker-grade data, pre-built investment banking workflows, and deliverable-ready outputs.

Learning Objectives

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1. Explain what Rogo is and how it sits on top of the frontier AI models.
2. Navigate the Rogo surface confidently, workspaces, prompt controls, and quick actions.
3. Apply the workflow engine, projects, shortcuts, and scheduled tasks, to real deal work.
4. Produce banker-grade, deliverable-ready outputs with auditable sourcing.
5. Recognize when to reach for Rogo, and when not to.