Driving predictable outputs with prompt templates

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

Why reusable prompts matter

The challenge

  • Finance = repetition
  • Quarter after quarter, same analyses

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The solution

  • A reusable prompt is like a recipe

  • Steps stay the same. Ingredients change

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Prompts as templates

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Variables: the inputs you'll change, such as company name, date range, or file.

Constraints: the guardrails that stay fixed, like bullet counts, chart type, or CSV fields.

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Structure of a reusable prompt

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Context: The situation or purpose

Task: What we want the AI to do

Data: Which inputs it should use

Output: The format we want back

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Section Details
Context You are a financial analyst and need to brief leadership on recent stock performance
Task Describe patterns in price and trading activity
Data Use the uploaded dataset
Output Provide 5 bullet-point insights and a line chart of Close prices for the last 2 quarters
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Response

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Response

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Repeat

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Repeat

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The takeaway

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  • Save time

  • Reduce errors

  • Enable comparisons

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Don't reinvent prompts. Reuse them.

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Let's practice!

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