Generative AI gives us an opportunity to create clearer content, while tailoring it to specific groups of customers such as those with characteristics of vulnerability. This session will give you a head start in creating effective prompts.
Who it's for:
Teams in banks, insurers, lenders and fintechs who create or approve customer-facing content.
What we'll include:
We'll look at how to use prompting to help to:
- Apply what you know about your readers (using personas and journey maps)
- Make key information prominent and layer summaries
- Set constraints for terminology, sentence structure and length
- Do user tests to refine prompts and spot misunderstandings
- Scale prompts through prompting blocks and templates
Throughout the hour, we'll point out limitations and risks, both for business and compliance.
Why this matters to regulated firms
Under the FCA’s Consumer Duty, communications must meet information needs, be likely to be understood, make key information prominent, and be tested and adapted over time. If used wisely, good prompting can help you do this in practice.
