Generate accurate and timely information to promote more effective two-way communication between the business and the financial community at large.

Example prompt:
“Help me prepare for an upcoming investor meeting by generating talking points that highlight our company's financial performance, growth prospects, and key differentiators. Include data visualizations and compelling narratives to communicate our value proposition to investors.”

Define governance, methodologies, and processes to effectively navigate potential finance and operational risks, as well as demonstrating accounting readiness.

Example prompt:
“Analyze our financial statements and identify the top five financial risks facing our company. For each risk, assess the potential financial impact and develop mitigation strategies to minimize the negative consequences.”

Address critical human capital considerations to build competencies, increase efficiencies, and enable a more dynamic workforce to deliver greater business value.

Example prompt:
“Analyze our current employee demographics, compensation packages, and retention rates. Identify key factors driving employee turnover and recommend data-driven strategies to attract and retain top talent, considering cost constraints.”

Identify and navigate desired paths during a merger, acquisition, or event for finance to keep potential risks and costs in check while setting a foundation for strengthened capability.

Example prompt:
“Based on our financial projections and market analysis, generate three potential merger and acquisition scenarios that could significantly increase our enterprise value. For each scenario, identify potential target companies, assess the financial feasibility, and develop a negotiation strategy.”

Define and develop strategies and operating models to enhance a CFO’s sustainability and environmental, social, and governance (ESG) platform to navigate finance initiatives.

Example prompt:
“Analyze our current ESG impact practices. Identify areas where we can improve our sustainability efforts and align with ESG principles. Recommend initiatives that can enhance our brand reputation, attract environmentally conscious investors, and reduce operational costs.”

Improve shareholder value and strengthen the balance sheet by optimizing cost, streamlining cash and working capital management, and maximizing liquidity.

Example prompt:
“I am the CFO of _________, please analyze operating expense data from the past five years to identify trends across functions and expense types and provide insights into functional expense increases relative to Gross Premiums Written.”

Implement technologies and processes that can consolidate financials and create highly predictive financial plans and forecasts that provide insights on the future of the business.

Example prompt:
“Summarize the top three growth trends within the insurance industry for the next five years. Based on that data, are there any new or emerging insurance product categories that we should consider offering?”

Maximize profits and minimize cost by identifying better ways to use resources, improve efficiency, and make strategic decisions about pricing, sales channels, and more.

Example prompt:
“Analyze the profitability of our different insurance product lines over the past three years. Identify the most and least profitable lines. Create a pricing model that simulates the impact of a 5%, 10%, and 15% premium increase on revenue and customer churn.”

Make more informed investment decisions by using the tool to review past trends, study current market conditions, and make predictions about future performance of a particular investment.

Example prompt:
“I'm considering two potential acquisitions. Using financial data and market insights, compare the long-term value creation potential of each acquisition and recommend the one with the highest projected return on investment for our shareholders.”

Visualize possible future scenarios and anticipate more unknowns or uncertainties using existing data that can help reveal potential impacts to financial performance.

Example prompt:
“Based on current market trends and competitor analysis, generate three potential future scenarios for our company in the next three years. For each scenario, identify key financial metrics and potential risks and opportunities.”