Financial Services Sales Prompts

Write a cold email to a financial services prospect that's compliant and professional.

PROSPECT:
- Name: [NAME]
- Role: [ROLE]
- Institution type: [BANK/CREDIT UNION/INSURANCE/WEALTH MGMT]
- Size: [ASSETS UNDER MANAGEMENT OR EMPLOYEE COUNT]

YOUR SOLUTION:
- Product: [PRODUCT]
- Compliance certifications: [SOC2, PCI-DSS, etc.]
- Relevant regulations addressed: [LIST]

CONSTRAINTS:
- No promises of specific returns or outcomes
- No language that could be seen as advice
- Must acknowledge their regulatory environment
- Professional, conservative tone

Write 2 versions:
1. Risk-focused (how you mitigate their compliance burden)
2. Efficiency-focused (operational benefits within compliance)

Include compliance-safe subject lines.

Write outreach based on a regulatory change affecting financial services.

REGULATORY CHANGE:
- Regulation: [NAME OF REGULATION]
- What's changing: [SUMMARY]
- Effective date: [DATE]
- Who's affected: [INSTITUTION TYPES]

YOUR SOLUTION:
- How you help with this: [EXPLANATION]
- Specific compliance features: [LIST]

TARGET PROSPECT:
- Role: [ROLE]
- Institution: [COMPANY]

Generate:

1. AWARENESS EMAIL
- Inform them of the change (add value first)
- Position as thought leadership

2. FOLLOW-UP EMAIL
- Check if they've started addressing it
- Soft intro to your solution

3. CALL SCRIPT
- Questions to understand their current approach
- How to introduce your solution naturally

Keep emails under 150 words. Professional, not alarmist.

Help me prepare responses for a financial services security questionnaire.

OUR SECURITY POSTURE:
- Certifications: [LIST]
- Data handling: [HOW YOU HANDLE DATA]
- Encryption: [METHODS]
- Access controls: [DESCRIPTION]
- Audit capabilities: [WHAT YOU PROVIDE]

THEIR LIKELY CONCERNS:
- Institution type: [BANK/INSURANCE/etc.]
- Regulations they follow: [OCC, FDIC, STATE, etc.]

Generate:

1. COMMON QUESTIONS & ANSWERS
- 15 typical financial services security questions
- Draft responses for each

2. PROACTIVE SECURITY BRIEF
- One-pager summarizing your security posture
- Formatted for financial services audience

3. GAP RESPONSE STRATEGIES
- How to address areas where you're not perfect
- Compensating controls to highlight

Create a CFO-focused value proposition for a financial services company.

TARGET:
- CFO/Controller at: [INSTITUTION TYPE]
- Institution size: [SIZE]
- Known priorities: [ANY INTEL]

YOUR SOLUTION:
- Product: [PRODUCT]
- Financial impact: [COST SAVINGS, EFFICIENCY GAINS, etc.]
- ROI data: [ANY PROOF POINTS]

Generate:

1. CFO VALUE SUMMARY
- One paragraph capturing the financial case
- Specific metrics they care about

2. ROI FRAMEWORK
- How to calculate/present ROI
- Conservative assumptions to use

3. DISCOVERY QUESTIONS
- Questions to uncover their financial priorities
- How to quantify current state costs

4. COMPETITIVE POSITIONING
- How to handle "we're already spending $X on this"
- Total cost of ownership comparison

Prepare for a conversation with a Chief Risk Officer or risk manager.

CONTEXT:
- Institution: [COMPANY]
- Type: [BANK/INSURANCE/WEALTH]
- CRO name: [NAME]
- Known risk initiatives: [ANY INTEL]

YOUR SOLUTION:
- Product: [PRODUCT]
- Risk mitigation capabilities: [LIST]
- Compliance features: [LIST]

Generate:

1. RISK OFFICER PERSONA
- What keeps CROs up at night
- How they're measured
- What language resonates

2. DISCOVERY FRAMEWORK
- Questions about their risk management approach
- How to uncover pain points

3. VALUE POSITIONING
- Frame everything in risk reduction terms
- Quantify risk exposure reduction

4. COMMON OBJECTIONS
- Typical CRO pushback
- How to address each

Help create materials for a board presentation at a financial institution.

DEAL CONTEXT:
- Institution: [COMPANY]
- Deal size: [AMOUNT]
- Champion: [NAME, ROLE]
- Board meeting: [DATE]

OUR SOLUTION:
- Product: [PRODUCT]
- Key benefits: [LIST]
- ROI case: [SUMMARY]

The champion needs to justify this purchase to the board.

Generate:

1. EXECUTIVE SUMMARY (1 page)
- Problem statement
- Proposed solution
- Financial impact
- Risk if we don't act

2. KEY METRICS SLIDE
- 3-5 metrics the board cares about
- Before/after comparison

3. RISK ASSESSMENT
- Implementation risks
- Mitigation strategies

4. Q&A PREP
- Likely board questions
- Suggested answers for champion

Write outreach for a community bank or credit union.

PROSPECT:
- Institution: [NAME]
- Type: [COMMUNITY BANK/CREDIT UNION]
- Asset size: [AMOUNT]
- Location: [REGION]
- Contact: [NAME, ROLE]

YOUR SOLUTION:
- Product: [PRODUCT]
- How it helps small institutions: [LIST]
- Pricing/implementation suited for their size: [DETAILS]

CONSIDERATIONS:
- Limited IT resources
- Relationship-focused culture
- Core banking system: [IF KNOWN]

Write outreach that:
1. Acknowledges their unique position (not a big bank)
2. Shows you understand community banking
3. Addresses resource constraints
4. Builds trust before pushing product

Generate discovery questions for an insurance carrier meeting.

PROSPECT:
- Company: [COMPANY]
- Line of business: [P&C/LIFE/HEALTH/SPECIALTY]
- Size: [GWP OR EMPLOYEE COUNT]
- Role meeting with: [ROLES]

YOUR SOLUTION:
- Product: [PRODUCT]
- Insurance-specific features: [LIST]
- Problems you solve: [LIST]

Generate:

1. OPERATIONAL QUESTIONS
- Policy administration pain points
- Claims processing efficiency
- Agent/broker relationships

2. TECHNOLOGY QUESTIONS
- Core system and modernization
- Integration challenges
- Data and analytics capabilities

3. REGULATORY QUESTIONS
- State-specific compliance challenges
- Reporting requirements

4. MARKET QUESTIONS
- Competitive pressures
- Customer experience expectations
- Distribution strategy

Research a wealth management firm or RIA for outreach.

FIRM:
- Name: [FIRM NAME]
- AUM: [IF KNOWN]
- Headquarters: [LOCATION]
- Contact: [NAME, ROLE]

Research and provide:

1. FIRM PROFILE
- Business model (fee-only, hybrid, etc.)
- Client segments served
- Investment philosophy
- Technology stack (custodian, planning tools)

2. POTENTIAL PAIN POINTS
- Based on firm type and size
- Common challenges for similar firms

3. PERSONALIZATION ANGLES
- Recent news or events
- Leadership changes
- Growth indicators

4. OUTREACH RECOMMENDATIONS
- Best approach for this firm type
- Messaging that resonates with wealth managers
- What NOT to say