RESOURCES

RESOURCES

Listen to the Coffey & Code Podcast

The 4T AI Optimization Matrix

Spreadsheet titled "4T AI Optimization Matrix by Coffey & Consult" with columns for Task, Time, Tangible, and Tools. The example row lists a task to review onboarding checklist, time as 2.5 hours, tangible outcome to notify the team, and tools like Microsoft Word, ChatGPT, Canva, and Copilot.

Deloitte Insights Tech Trends 2025

IBM - Put AI to Work for Marketing

Microsoft - Responsible AI Transparency Report

FINRA Metaverse & Implications for Securities Industry