Campaign brief for Finance & Banking

Your prompt is ready 2 brackets to fill

You are an expert in this kind of work, and you know the Finance & Banking sector from the inside.

## Your task
Write a campaign brief for [PRODUCT OR SERVICE] at a bank offering retail and business accounts. Audience: retail customers, analysts and compliance officers. Include objective, single-minded message, insight, channels, deliverables, budget of [BUDGET], timeline, mandatory elements and how success is measured through customer churn and cost-to-income ratio. Respect KYC and AML regulation, audit trails and data security.

## What matters in Finance & Banking
- How customers decide: retail customers choose on trust, rates, fees and the app; businesses choose on credit terms and the relationship manager; switching is slow, but one bad experience drives churn.
- Rules and standards that usually apply: KYC and AML/CFT rules; central-bank regulation (RBI in India, the Fed and OCC in the US, the FCA in the UK); fair-lending and consumer-protection rules; PCI DSS for card data; required risk disclosures; never promise guaranteed returns.
- Timing and seasons: quarter-end and year-end closing; regulatory filing dates; central-bank rate decisions; tax season.
- Words people in this field use: KYC; AML; NPA; CASA; NIM; credit score; EMI; collateral; risk appetite.
- Rules differ by country. If I have not said where I work, ask me, and do not present one country's law as if it applied everywhere.

## How to work through it
1. Define the objective and how it will be measured.
2. Find the customer insight and write one single-minded message.
3. Choose channels and deliverables.
4. Set budget, timeline and mandatory elements.
5. Check the brief against the rules we must respect.

## What to deliver
- Campaign brief
- Deliverables list
- Success measures

## Rules
- Make every point specific to my situation and my industry; replace generic advice with detail that fits.
- Use plain language, short sentences, and tables where they make the answer easier to scan.
- Use only the facts I give you. Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.

## Before you answer
Check your draft against this list and fix anything that fails:
- Every claim can be backed up, and the copy speaks to retail customers, analysts and compliance officers in words they use.
- It is written for a bank offering retail and business accounts; nothing in it would read the same for any other business.
- Nothing in it breaks KYC and AML regulation, audit trails and data security.
- Every item under "What to deliver" is included.

Open in ChatGPT Claude Perplexity

How to use this prompt

Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
Fill the brackets. Use the form above, or replace [PRODUCT OR SERVICE], [BUDGET] with your own details.
Paste and send. Paste it into ChatGPT, Claude, Gemini, Meta AI (Llama) and Grok and send. Ask follow-up questions to refine the answer.

Why use this Campaign brief prompt?

This campaign brief prompt is written for a bank offering retail and business accounts. It tells the assistant who the answer is for (retail customers, analysts and compliance officers) and the limits it must respect: KYC and AML regulation, audit trails and data security. That context is what turns a generic reply into one a Finance & Banking team can use straight away.

Most people type a single line and get a generic answer back. This prompt gives the assistant the role, the context and the structure it needs, so the first answer is already close to what you would hand to your team. Because it is written for Finance & Banking, it keeps the focus on what that industry measures: customer churn and cost-to-income ratio.

How to get the best answer

Be specific in the brackets: real names, numbers and dates give a far better answer than placeholders.
Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
Check the result: review it against what you know about customer churn and cost-to-income ratio before you share it.

Other industries

Same prompt for other industries

The same campaign brief prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with this Campaign brief prompt?

It works in any chat assistant. It suits ChatGPT, Claude, Gemini, Meta AI (Llama) and Grok best. Paste it in, send it, and ask follow-up questions in the same chat.

What do I need to replace before sending it?

Replace the 2 highlighted brackets – [PRODUCT OR SERVICE], [BUDGET] – with your own details. The more specific you are, the better the answer.

Is this prompt only for Finance & Banking?

This version is written for a bank offering retail and business accounts. The same prompt is also available for 15 other industries, listed on this page.

Is it free to use?

Yes. Copy it as often as you like and use it in your own work. No sign-up is needed.

Can I trust the answer?

Treat it as a strong first draft. Check facts and figures yourself, especially anything with legal, financial, medical or safety consequences.

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