Step 1: Opportunity Scan

Prompt:

As a [structurer/trader/sales professional] at a global securities firm, identify 5 high-leverage areas where AI can unlock new revenue or reduce cost-to-serve. Consider hybrid solutions that start predictive and finish generative — e.g., a wallet-share optimiser (predictive) that triggers auto-pitchbook generation (generative).

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Follow-up: For each area, propose one specific AI-powered solution that could realistically be piloted to generate $100,000 in new revenue within 6–10 months. Include a short use case and suggest the model or tool type (e.g., LLM, anomaly detection).

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Shortlist 1 solution to explore deeper.

Wildcard Test: Is it really AI?

Stress-test [the solution]: Does it require intelligence, adaptation, or probabilistic reasoning, or could it be solved with rules and automation? What makes this truly AI-powered (non-deterministic) rather than just a smart workflow? Where does the model learn, infer, or personalise over time, and where would it fail without data?

Step 2: Market & Feasibility Check

Deep Research Prompt:

What existing AI solutions are being used by [leading securities firms / fintechs / vendors] to provide [this specific solution]? Who are the key players gaining an edge, and what tools or case studies show real-world application? What regulatory trends or constraints influence adoption in [region]? Is this solution technically feasible in a typical securities firm’s infrastructure? What blockers or risks exist?

Option:

Use the Deep Research feature.

Step 3: Commercial Framing​

Prompt:

Evaluate the commercial strength of this AI solution.

• What KPIs would prove it’s working?

• What is the estimated revenue upside or cost reduction?

• Where does it align with firm-level strategic goals?

• Could this solution realistically generate at least $100,000 in new revenue or savings within 6–10 months?

Step 4: The Big Ask

Prompt:

Please scope out the MVP and suggest vendor partners.

What support do we need — and how do we build it right from the start?

Outline the budget, people, tech, and compliance resources required.

How can we establish compliance by design, not as an afterthought?

Where might resistance show up — and how can we pre-empt or mitigate it?

Step 5: Final Polish & Pitch

Prompt:

Create a 5-slide internal pitch deck for a senior executive meeting. Each slide should focus on:

Slide 1: Problem + Opportunity

Slide 2: AI-Powered Solution

Slide 3: Feasibility & Risk

Slide 4: Commercial Impact

Slide 5: The Big Ask

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Format this into a downloadable ready-to-use PowerPoint file (clean, minimal C-suite style)

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Follow-up Suggestions:

• Give it a sharp product name that signals clarity or speed

• Refine with more action-driven language. Remove abstraction by 10%.

• Frame as a funding pitch — why now, why this, why us?

• Rewrite in the style of Michael Lewis (The Big Short). Smart. Witty. Clear.

Step A: Scribe

Group Fusion Prompt Card

What to Do

You’ve now got 5 individual AI solution ideas in your team. Now it’s time to build one sharp, strategic, and commercially credible group pitch.

Assign a scribe to prompt ChatGPT.

Step B: Standardise

Everyone gives their idea using a shared format.

Prompt:

"Please extract the core ideas in 5 lines that can be easily compared and combined with other pitches."

Step C: Final Polish & Pitch

Input the ideas as a batch prompt.

"Here are 5 individual AI solution ideas for solving different pain points in structuring, trading, or sales. Help us evaluate them and combine the best elements into a single, strategic, and commercially viable group pitch.

 

For each idea, identify:

• What’s strongest about it (impact, feasibility, originality, client relevance)?

• What overlaps or synergies exist across the ideas?

• Which one could act as the 'core' platform to build around?

 

Then, suggest a combined pitch that solves a real business problem, delivers measurable commercial value, and could be prototyped within 12 months.

 

Finally, give it:

• A clear product name

• A 1-line value proposition

• A summary of expected impact for the client, firm, and internal team."

Step D: Discuss

Read response aloud as a group.

Step E: Pitch

Build the pitch deck.

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Prompt

Format this into a downloadable, ready-to-use PowerPoint file (clean, minimal C-suite style).