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Process Methodology for Researching and Presenting Information

Workflow for doing the Analysis of the announcement by the OpenAI Foundation on their newly released ChatGPT 4o:

TRI-Partite Division:

Let’s organize 3 questions to form the structure of our Presentation:

Step 1: Let’s Setup a TRELLO Board to be the Organizational Structure for our Presentation:

You will be using this for your Assignment and Project.

Now we will practice using this to make a TRELLO Board to present research on the new Chat GPT 4O release.

Train yourself to use the TRIPARITE division: Organize your presentation of information into arrangements of 3 Elements.

Remember this pattern:

ST : Ask Questions to stimulate thinking in the direction you want them to go in

TU : Ask Questions to Test Understanding

DI : Disclose Intention : Tell people WHY you are saying or asking these things.

Train yourself to use the Business Presentation Model of Presenting:

Organize your presentation of information around the CONCERNS of our audience, readers, and listeners.

“What Interests our Customers, Fascinates Us”.

Here is how to do a good business presentation: Claim/Specification/Impact Statement Model of Business Presentation Delivery:

Step 1: Make an assertion/Statement/Claim

Step 2: Provide Specifications and More Details

Step 3: (the is the ENGINE, the Money Shot): Provide the IMPACT Statement to the people you are talking too. Why does any of this matter to them?

As a hiring manager at TD Bank, I would advise the student to focus on several key topics and areas of concern that align with our needs and interests. These topics will help them connect their skills to the needs of our customers and demonstrate their value to the organization:

### 1. **Financial Technology (FinTech) Innovations** - **Digital Banking Services:** Understand the latest trends in mobile banking, online banking platforms, and digital wallets. - **Blockchain and Cryptocurrencies:** Gain knowledge about how blockchain technology and cryptocurrencies are impacting the financial sector.

### 2. **Customer Experience and Engagement** - **Customer Relationship Management (CRM):** Learn about tools and strategies for managing and analyzing customer interactions and data. - **User Experience (UX) Design:** Understand the principles of UX design to improve the usability and satisfaction of our digital services.

### 3. **Data Analytics and Business Intelligence** - **Big Data and Analytics:** Develop skills in data analysis, machine learning, and predictive modeling to derive insights from large datasets. - **Business Intelligence Tools:** Become proficient in tools like Tableau, Power BI, or QlikView to create data-driven decision-making processes.

### 4. **Cybersecurity and Data Privacy** - **Security Best Practices:** Understand the fundamentals of cybersecurity, including threat detection, risk management, and secure coding practices. - **Regulatory Compliance:** Learn about regulations like GDPR, CCPA, and how they impact data privacy and protection in the banking industry.

### 5. **Financial Services and Products** - **Banking Fundamentals:** Have a strong grasp of core banking products such as savings accounts, loans, mortgages, and credit cards. - **Investment Products:** Understand different investment vehicles, including mutual funds, ETFs, and retirement accounts.

### 6. **Emerging Technologies** - **Artificial Intelligence and Machine Learning:** Explore how AI and ML are used in financial services for fraud detection, customer service chatbots, and personalized financial advice. - **Cloud Computing:** Gain knowledge about cloud services and how they can improve the scalability, security, and efficiency of banking operations.

### 7. **Customer Centricity** - **Customer Behavior Analysis:** Learn how to analyze customer behavior and preferences to tailor products and services to their needs. - **Personalization:** Understand the importance of personalizing customer interactions and services to enhance customer loyalty and satisfaction.

### 8. **Regulatory and Risk Management** - **Risk Assessment:** Develop skills in identifying and assessing financial risks and understanding how to mitigate them. - **Compliance:** Stay informed about the latest regulatory requirements and best practices for maintaining compliance in the financial industry.

### 9. **Soft Skills and Professional Development** - **Communication Skills:** Strong written and verbal communication skills to effectively interact with customers and team members. - **Problem-Solving Abilities:** Demonstrate the ability to think critically and solve problems efficiently. - **Adaptability and Learning Agility:** Show a willingness to learn and adapt to new technologies and methodologies.

By focusing on these areas, the student will be well-prepared to connect their skills and knowledge to the needs and interests of TD Bank and its customers, making them a valuable candidate for an entry-level position.

### Personas

**Anna the Job Seeker:** - Recent graduate from Cestar College with a degree in Computer Science, specializing in AI and Machine Learning. - Completed an internship at a tech company, working on data analysis and machine learning projects. - Passionate about using technology to improve customer experiences and streamline banking operations.

**Mr. Byrd, the Hiring Manager:** - Hiring manager at TD Bank with a focus on integrating AI and technology into banking operations. - Experienced in managing teams and projects related to FinTech innovations. - Looking for candidates who are enthusiastic about technology and can align their skills with the bank's needs.

---

### **Conversation**

**Mr. Byrd:** Good morning, Anna. Thank you for coming in today. How are you?

**Anna:** Good morning, Mr. Byrd. I’m doing well, thank you. I’m excited to be here and discuss the AI Application Developer position.

**Mr. Byrd:** Great to hear. Let’s start with you telling me a little bit about yourself and why you’re interested in this position at TD Bank.

**Anna:** Certainly. I recently graduated from Cestar College with a degree in Computer Science, specializing in AI and Machine Learning. During my internship at a tech company, I worked on several data analysis and machine learning projects, which gave me hands-on experience in developing AI models. I’m particularly interested in this position at TD Bank because I’m passionate about applying my skills to improve customer experiences and enhance operational efficiencies within the banking sector.

**Mr. Byrd:** That’s impressive. Can you share an example of a project you worked on during your internship that you think is relevant to the role here?

**Anna:** Sure. One of the projects I worked on involved developing a predictive model for customer churn. I used Python and various machine learning libraries like scikit-learn to analyze customer data and identify patterns that indicated a likelihood of customers leaving the service. By deploying this model, the company was able to proactively address customer concerns and reduce churn rates by 15%. I believe this experience is relevant because it demonstrates my ability to use AI to analyze data and improve customer retention, which is crucial for any financial institution.

**Mr. Byrd:** That’s a great example. At TD Bank, we emphasize customer experience and data-driven decision-making. How do you think your skills can contribute to these areas?

**Anna:** I think my skills in AI and machine learning can significantly contribute to enhancing customer experiences by personalizing banking services and making them more efficient. For example, I can develop models to analyze customer transaction data to offer personalized financial advice or detect fraudulent activities in real time. Additionally, my experience with data analysis can help the bank make informed decisions based on insights drawn from large datasets.

**Mr. Byrd:** Excellent. We also value continuous learning and staying updated with the latest technologies. How do you ensure you stay current with new developments in AI and machine learning?

**Anna:** I regularly participate in online courses and attend webinars and conferences related to AI and machine learning. I’m also a member of several professional groups and forums where I can discuss the latest trends and share knowledge with peers. For instance, I recently completed a course on advanced neural networks, which introduced me to some cutting-edge techniques in deep learning.

**Mr. Byrd:** That’s fantastic to hear. Lastly, can you tell me why you chose TD Bank and what you hope to achieve here?

**Anna:** I chose TD Bank because of its reputation for innovation and commitment to leveraging technology to improve banking services. I’m excited about the opportunity to work in an environment that fosters growth and values technological advancements. My goal is to contribute to the development of innovative AI solutions that enhance customer satisfaction and streamline bank operations. I’m particularly interested in projects that involve predictive analytics and automation to optimize processes and provide a better banking experience for our customers.

**Mr. Byrd:** Thank you, Anna. It’s been great talking with you. I appreciate your enthusiasm and the relevant experience you bring to the table. We’ll be in touch soon regarding the next steps.

**Anna:** Thank you, Mr. Byrd. I appreciate the opportunity to discuss the position and I look forward to hearing from you.

---

This conversation illustrates how a job seeker can effectively communicate their skills and align them with the needs of the employer, demonstrating their value and fit for the position.

Your professional success will be in direct correlation to how skillful and excited and competent you are at:

researching

finding

discovering

formatting

organizing

categorizing

presenting

delivering

visualizing

conveying information in a high impact way, which speaks to the needs and interests of the audience you are writing for or speaking to

You can export your Trello board content into a text format for posting into a blog. You can export data from your Trello board in several formats, such as CSV, Excel, and JSON, which can then be converted into a text format for use in a blog post. Here's how you can do it:

Export from Trello:

Go to the "Board Menu" to the right of your screen in Trello.

Click on "More."

Then, click on "Print and Export."

From there, you can choose to export the board data in a JSON format 9 .

Alternative Export Methods:

There are Power-Ups available for Trello that can assist in exporting data from Trello boards. For instance, the "Exports for Trello by Blue Cat (CSV, Excel)" Power-Up allows users to export every piece of data from Trello into a spreadsheet format, which can then be used to convert the data to a text format for use in a blog post 8 .

Consider Using a Power-Up:

If you are looking for a simple way to export your Trello board content, you can explore third-party Power-Ups like "Board Export" or "Exportefy" that facilitate exporting Trello boards to Excel, PDF, and text formats, enabling easy data extraction and conversion for your blog post 3 4 5 .

By leveraging these options, you can successfully export your Trello board content into a text format suitable for posting into a blog.

⁠

Exporting data from Trello | Trello | Atlassian Supportsupport.atlassian.com⁠

⁠

Trello Export: How to export your Trello boards in secondscommunity.atlassian.com⁠

⁠

Exportefy (Export boards to Excel, PDF, Text etc) Power-Up - Trellotrello.com⁠

⁠

I am going to MINDMAP // when we are finishing the project : you will download the free 30 day trial of MindMap to do what I will now demonstrate: Which is to start with a research question: Tri partite division Look for ways to organize your presentation in 3 elements

The goal of this exercise is to present the information about the new Chat GPT 4O to someone who does not know what this is and TO IMPRESS ON THEM WHY THIS IS IMPORTANT FOR THEM TO KNOW ABOUT IT!

let's learn how to use Trello.com : to do our Case Study analysis of the new ChatGPT 4o update this week:

Here is how we will do this: 1. Learn how to use TRELLO 2. use TRELLO to organize our Research and presentation of information:

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