Leland+ Content Library

S&T Terms Glossary

Master the 20 most critical Sales & Trading terms used on the trading floor every day.

Inside the Trading Floor

Peek behind the curtain to understand the tech, the structure, and the high-stakes culture of a major bank's trading room.

Day in the Life of S&T

A candid look at the intense hours, essential prep, and real-time decision-making of a top-tier Sales & Trader.

Integrating AI into Your Daily Tools

Step-by-step walkthrough for connecting AI tools like Google Drive, Slack, and Notion to ChatGPT for seamless automation.

AI Integration Directory

Directory of common AI integrations (Slack, Notion, Google Workspace, Zapier) with ideas for what to automate first.

Exercise: Automate a Team Workflow with AI

Redesign a repetitive team process—from trigger to action to outcome—using AI-driven automation.

How S&T Fits into a Bank

Learn the core function of Sales & Trading and how it powers a global investment bank's success.

Exercise: Writing with AI - Creative Application

Practice using AI to adapt tone and structure for different audiences and transform raw ideas into polished writing.

Routing & Process Support (Using ChatGPT)

Learn how to automate tagging, categorization, and routing for repetitive workflows using AI.

Tracking & Documentation (Using Notion AI)

See how AI can automate meeting notes, reports, and follow-ups to streamline collaboration.

Brainstorming & Idea Generation (Using Canva AI)

Use AI to spark creativity and enhance team brainstorming through visual and text-based collaboration.

Research & Information Gathering (Using Perplexity)

Discover how to efficiently find reliable, structured information using AI-powered research tools.

Forecasting & Decision Support (Using ChatGPT)

Explore how AI identifies trends, evaluates data, and supports smarter business decisions.

Prompts for Market & Competitive Research

Pre-built prompt templates for AI-assisted analysis, comparison, and insight generation.

Exercise: AI for Research & Analysis

Use AI to experiment with prompts, analyze varied results, and synthesize multiple perspectives into a unified summary.

Checklist for Fact-Checking AI Outputs

Simple verification framework to ensure AI responses are accurate, credible, and unbiased.

Checking & Quality Control (Using Writer AI)

Learn how to use AI to review writing for tone, accuracy, and clarity.

Common Pitfalls in AI Writing

Checklist of common writing issues (tone drift, hallucinations, overconfidence) and how to identify and fix them.

Exercise: Map AI Opportunities in Your Workflow

Identify repetitive or time-consuming tasks and map where AI could save time or reduce friction.

AI Tool Glossary

Glossary of leading AI tools (ChatGPT, Claude, Gemini, Perplexity, DeepL, Writer, Canva, Notion, Copilot) with best-fit use cases.