AI for Insights: How & When to Work with the Leading Platforms

Elevate your research capabilities with this comprehensive course series designed specifically for market researchers and insights professionals. In an era where artificial intelligence is fundamentally reshaping the industry, this program moves beyond the hype to provide hands-on, practical expertise in leveraging the world's most powerful AI platforms.

Through expert-led tutorials and real-world demonstrations, you will explore how to integrate AI into every stage of the research workflow—from initial survey design and domain immersion to advanced quantitative analysis and automated reporting.

Course Objectives

• Master the Platform Landscape: Gain a deep understanding of the unique strengths and critical limitations of both general-purpose giants and flexible open-source models.

• Enhance Research Efficiency: Learn to automate resource-intensive tasks such as transcript summarization, data cleaning, and preliminary thematic analysis.

• Boost Strategic Impact: Discover how to use AI as a "thought partner" to generate more creative methodologies, deeper personas, and highly visual deliverables.

• Navigate Ethics & Privacy: Understand the privacy defaults of each platform to ensure your client data remains confidential and compliant with industry standards.

The Curriculum

Module 1 | Claude & Gemini: Frontier Platforms for Synthesis

• Expert Instructor: Scott Swigart, Shapiro + Raj

• Experience a deep dive into the high-context reasoning of Claude and the multimodal power of Gemini. Learn to use "Deep Research" tools to synthesize hundreds of sources in minutes and use interactive workspaces to co-author research artifacts.

Module 2 | Llama, DeepSeek & Mistral: The Open-Source Revolution

• Expert Instructor: Joe Galarneau, Utilityze

• Explore the power of open-source AI. This module focuses on how to leverage customizable models for enhanced data privacy, specialized research tasks, and cost-effective scaling without relying on proprietary systems.

Module 3 | ChatGPT: Advanced Workflows & Agentic Research

• Expert Instructor: Ray Poynter, NewMR

• Master the industry standard. Go beyond basic prompts to build advanced agentic workflows that can handle complex qualitative interpretation and identify hidden patterns in quantitative datasets.

Module 4 | Copilot & The Horizon: Future Trends in Insights

• Expert Instructor: Romani Patel, Microsoft

• Integrate AI directly into your daily productivity stack with Microsoft Copilot. This concluding session features an expert panel discussion on the emerging trends defining 2026, including research-specific agents and the role of synthetic data.

Meet Your Moderators

This series is moderated by Kathryn Korostoff, President of Research Rockstar Training & Staffing, and Jeff McKenna, Data Scientist at Leger. Their combined expertise ensures each session bridges the gap between cutting-edge technology and practical, day-to-day market research needs.