Driving tailored output with custom instructions

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

Starting from scratch

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AI for Finance

What are custom instructions?

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Persistent rules that guide every AI response

  • Remembers your task, tone, and format preferences
  • Acts like a personal analyst brief for each chat
  • Keeps finance outputs consistent in style and sourcing

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AI for Finance

Example

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Always summarize companies in a table format with two columns. 
Include key metrics and cite at least one source for each figure.
AI for Finance

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Without custom instructions

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With custom instructions

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AI for Finance

Tips for writing instructions

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  • Consistency builds trust
  • Writing effective instructions:
    • Keep them short, clear, and professional
    • Use action verbs: compare, cite, summarize, format
    • Avoid emotional or subjective language
  • Keep them evolving
AI for Finance

Prompts with parameters

  • Web-enabled AI gives you access to real-time data
  • Custom instructions let you shape how that data is processed and presented

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Faster, cleaner, more credible outputs every time

AI for Finance

Let's practice!

AI for Finance

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