ChatGPT for Banking Training Course

Explore how artificial intelligence can revolutionize HR workflows—from hiring to payroll and employee development—via interactive, hands-on sessions. This programme equips HR practitioners with the knowledge to leverage AI responsibly and effectively, thereby enhancing operational precision, productivity, and the overall employee journey.

Reasons to Join:

• Acquire hands-on AI capabilities specifically adapted to HR needs
• Master techniques to streamline and enhance core HR activities
• Gain insight into ethical applications and risk mitigation
• Position your HR department for long-term success

This instructor-led, live training (delivered online or on-site) is tailored for beginner to intermediate-level business professionals, managers, process owners, analysts, and AI implementation leaders who intend to utilize ChatGPT to automate recurring business tasks, structure workflows, preserve process state, and improve result repeatability.

By the conclusion of this training, participants will be able to:

• Design and configure a ChatGPT-based workflow with clearly defined inputs, steps, outputs, and acceptance criteria.
• Utilize context, memory, projects, plugins, and Spaces to organize instructions, information sources, and workflow results.
• Configure recurring execution and notification rules where scheduling functionality is available.
• Evaluate workflow repeatability, identify sources of variability, and test automation results against defined quality criteria.

AI agents operating within the browser are capable of reading web pages, comparing vendors, and completing forms on behalf of the user. This one-day course provides a comprehensive overview of ChatGPT Agent and Atlas, Claude in Chrome, and Perplexity Comet. It explores suitable use cases and associated risks, including the threat of hidden instructions embedded in web pages. Participants will delegate two tasks, validate the outcomes, and establish guidelines for their teams.

This instructor-led, live training in Portugal is designed for specialist users, assistants, and researchers looking to delegate recurring web-based tasks to AI agents.

Upon completing this training, participants will be equipped to:

• Comprehend the mechanics of how browser agents read pages, navigate, and populate forms
• Evaluate and compare ChatGPT Agent and Atlas, Claude in Chrome, and Perplexity Comet
• Identify appropriate tasks such as research, comparisons, and form management
• Draft assignments that clearly define objectives, constraints, and approval milestones
• Identify and mitigate risks, such as hidden instructions on web pages
• Establish protocols for team usage

Course Format

• Duration: 1 day (7 hours)
• Interactive sessions led by a trainer, incorporating discussions and hands-on exercises tailored to participants' specific use cases
• Day 1 Outcome: Each participant will have delegated two tasks to a browser agent, verified the results, and established team usage rules.

Customization Options

• To request a tailored training experience for this course, please contact us to make arrangements.

This live, instructor-led training in Portugal equips intermediate professionals with the expertise to master ChatGPT and Microsoft 365 Copilot for advanced productivity. Learners will develop the skills to automate document creation, analyze complex data sets, and enhance communication across Excel, PowerPoint, and Outlook.

This instructor-led, live training in Portugal (online or onsite) is aimed at developers who wish to harness the power of ChatGPT (GPT-4) in their applications. Participants will gain practical knowledge and hands-on experience in integrating ChatGPT into their projects.

By the end of this training, participants will be able to:

• Understand the architecture and working principles of ChatGPT.
• Utilize the ChatGPT API to interact with the model programmatically.
• Develop conversational agents and chatbots using ChatGPT.
• Explore new features and functionalities offered by GPT-4 to enhance their applications.
• Customize and fine-tune ChatGPT for specific applications.

This advanced instructor-led training in Portugal equips technical experts with the skills to develop, integrate, and govern ChatGPT-based solutions for enterprise use. It covers API integration, custom AI deployment, and rigorous security controls to support automation and analytics.

This instructor-led, live training in Portugal (online or onsite) is aimed at developers who wish to learn beginner to intermediate-level skills in developing applications using ChatGPT.

By the end of this training, participants will be able to:

• Learn and understand the fundamentals of ChatGPT.
• Use ChatGPT to build and develop web applications.
• Learn ChatGPT best practices and real-world applications.

This instructor-led, live training in Portugal (online or onsite) is designed for administrative professionals at all levels who wish to leverage ChatGPT to automate tasks, enhance professional writing, improve workflow organization, and boost overall productivity in the workplace.

By the end of this training, participants will be able to:

• Create and refine professional written communications using ChatGPT.
• Plan and organize schedules, meetings, and tasks with AI-generated prompts.
• Generate and analyze administrative content, such as reports and summaries.
• Integrate ChatGPT with productivity tools and automate routine workflows.

This 14-hour instructor-led program in Portugal equips administrative professionals with the skills to automate routine duties using ChatGPT. Learners will discover how to optimize email drafting, document formatting, and template generation, thereby enhancing daily operational efficiency and productivity.

This 42-hour instructor-led live training in Portugal guides professionals from foundational to expert levels in mastering ChatGPT. The curriculum encompasses AI fundamentals, prompt engineering, and practical business integration. Participants will learn to boost productivity, streamline workflows, and develop robust AI-driven solutions.

This instructor-led, live training in Portugal (online or onsite) targets beginner, intermediate, and advanced building automation professionals who wish to utilize ChatGPT to enhance the automation and management of building systems.

By the end of this training, participants will be able to:

• Install and configure ChatGPT for building automation.
• Integrate ChatGPT with existing building management systems.
• Automate the control of lighting, HVAC, and fire safety systems using ChatGPT.
• Develop and implement custom automation scripts.
• Monitor and manage building systems using AI-driven insights.

Beyond standard chat, ChatGPT offers capabilities such as projects, custom GPTs, deep research, and connectors, along with an agent mode. This two-day course guides you from routine daily usage to managing shared projects, creating custom GPTs, and executing complex multi-step tasks, while establishing clear guidelines for your team. Throughout the training, participants will work with their own anonymized materials.

This live, instructor-led training in Portugal is designed for employees and teams utilizing ChatGPT Plus, Business, or Enterprise who wish to evolve from individual chats to collaborative projects, custom GPTs, and agents.

Upon completion of this training, participants will be equipped to:

• Distinguish between the various models, plans, and data protection options available in ChatGPT
• Achieve consistently superior results by leveraging instructions, memory, and projects
• Analyze files, tables, and datasets, and verify the accuracy of the results
• Edit text in Canvas and generate graphics for presentation slides
• Develop a code-free custom GPT and share it within the workspace
• Utilize deep research, connectors, and the ChatGPT agent to handle multi-step tasks
• Establish boundaries, approval checkpoints, and usage protocols for the team

Course Structure

• Duration: Two days (7 hours per day)
• Interactive sessions featuring an instructor, discussions, and hands-on exercises based on participants' real-world use cases
• Day 1 Deliverable: Each participant will have established standing instructions, a verified data analysis, and a revised document from their daily workflow.
• Day 2 Deliverable: Each participant will possess a dedicated project, a shared custom GPT, and a verified research output. The team will have a clear understanding of the agent, connectors, and internal rules.

Customization Options

• For a tailored training experience, please contact us to discuss your specific needs.

This instructor-led live training in Portugal (online or onsite) is aimed at beginner-level and intermediate-level analytics and data professionals who wish to leverage ChatGPT for portfolio analysis, data project implementation, and analytics project execution in credit risk management.

By the end of this training, participants will be able to:

• Understand the fundamentals of ChatGPT and its applications in credit risk.
• Perform portfolio analysis using ChatGPT’s natural language capabilities.
• Implement data and analytics projects with ChatGPT assistance.
• Streamline decision-making processes using ChatGPT in the credit risk workflow.
• Identify best practices for integrating ChatGPT into risk management strategies.