AI Prompt Library
Save time and bring greater focus to your work with practical AI prompts designed for financial professionals. Explore prompts that can help you prepare for meetings, communicate more effectively, research unfamiliar topics, and grow your practice.
What do you need help with today?
- Learn and research
Explain a retirement topic
Quickly turn complex retirement plan or ERISA topics into clear, committee-ready explanations.
Best for: Clients and Committees
- Client communications
Create participant communications
Generate tailored participant communications for different employee groups and retirement stages.
Best for: Participants
- Client communications
Write a meeting follow-up email
Turn meeting notes into a professional recap with key decisions, action items, and next steps.
Best for: Clients and Committees
- Grow your business
Prepare for a prospect meeting
Build a meeting-ready briefing using public company information and retirement plan data.
Best for: Prospects
- Client meetings
Create a committee brief
Convert technical research or white papers into a concise committee-ready brief and presentation outline.
Best for: Committees
- Client meetings
Pressure test your recommendation
Challenge recommendations by anticipating questions, objections, and alternative viewpoints before a meeting.
Best for: Clients and Committees
- Learn and research
Create an industry briefing
Summarize the latest retirement industry, regulatory, and market updates into a concise daily (or weekly) briefing.
Best for: Internal Use
- Learn and research
Explain a retirement topic
Quickly turn complex retirement plan or ERISA topics into clear, committee-ready explanations.
Best for: Clients and Committees
- Learn and research
Create an industry briefing
Summarize the latest retirement industry, regulatory, and market updates into a concise daily (or weekly) briefing.
Best for: Internal Use
- Client communications
Create participant communications
Generate tailored participant communications for different employee groups and retirement stages.
Best for: Participants
- Client communications
Write a meeting follow-up email
Turn meeting notes into a professional recap with key decisions, action items, and next steps.
Best for: Clients and Committees
- Client meetings
Create a committee brief
Convert technical research or white papers into a concise committee-ready brief and presentation outline.
Best for: Committees
- Client meetings
Pressure test your recommendation
Challenge recommendations by anticipating questions, objections, and alternative viewpoints before a meeting.
Best for: Clients and Committees
- Grow your business
Prepare for a prospect meeting
Build a meeting-ready briefing using public company information and retirement plan data.
Best for: Prospects
AI insights for your practice
Build your AI knowledge and discover practical ways to save time, strengthen your processes, and support the client experience. For more trends and topics shaping the financial services industry, explore all our latest insights.
Change is here: How to integrate AI into your retirement advisory practice
Discover how AI can transform your retirement plan advisory practice while maintaining the personal oversight and relationships your clients value.
What's your AIQ?
Take our quick AIQ quiz to gauge your fluency, spot your strengths, and uncover simple ways to build confidence in the AI tools reshaping advice.
Protect your practice by recognizing AI cybersecurity threats
As artificial intelligence (AI) rapidly advances, knowledge and awareness are key.
Clients expect AI-savvy advisors. But fear not
Advisors don’t need to be AI experts. With a practical, needs-based approach, you can build confidence, improve efficiency, and focus on the client experience.
Use AI thoughtfully and responsibly
Guidelines help create a consistent and responsible approach to using AI, enabling you to take advantage of its potential while managing associated risks.
Use approved tools
Use firm-approved AI tools with contractual privacy guarantees, not free consumer apps.
Protect confidential information
Don't enter client names, account numbers, or plan documents into any AI tool without approval.
Verify AI-generated regulatory content
Confirm any AI output touching ERISA rules or plan design facts before relying on it.
Review before client delivery
AI can state ERISA limits or plan rules incorrectly, so all output needs human verification.
Document your process
Record the AI tool, prompt, and review used for any fiduciary decision.
FAQ
Open a prompt, review the guidance, then copy and paste it into your approved AI tool. Add your own context or documents before generating a response.
No. Some prompts only require a topic or question, while others work best with supporting documents such as meeting notes, white papers, or plan data.
Consult with your firm’s compliance department to confirm which AI tools are permitted for use in accordance with your organization’s policies and guidelines. The best tool depends on the task and your firm's guidance.
Only use approved enterprise AI tools. Never upload confidential client information or proprietary documents unless permitted by your firm's policies and compliance guidelines.
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