Anyone who wants to enhance their client advisory services by integrating AI into the mix.
Learning Objectives
After attending this presentation you will be able to...
- Identify the opportunities to leverage the power of ChatGPT into your client advisory services
- Recognize the key concepts and nomenclature related to ChatGPT and generative AI
- Develop specific applications for ChatGPT in your client advisory service
Major Topics
The major topics covered in this course include:
- ChatGPT and generative AI technology primer
- Building your generative AI vocabulary
- Dig deeper into your engagement research to develop a higher quality advisory service
- Polish your client reporting with the help of ChatGPT
- Developing your ChatGPT client advisory services
- Start with client education. You don’t need to be a technical expert to be an educator
- Use AI to help your clients automate their workflows / business processes
- Build better spreadsheets with ChatGPT and Excel
- Help your clients identify, evaluate and select applications for their business
