Find insights in a dataset for Finance & Banking

Not professional advice. This prompt helps you draft finance & banking work faster. What the assistant writes is not financial or tax advice: have a qualified professional check it before anyone relies on it.

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
Act as a data analyst at a bank offering retail and business accounts. Here is a dataset with columns [COLUMNS]. Describe its shape and quality, then find the five most useful insights about customer churn and cost-to-income ratio, each with the evidence, a possible explanation and an action. Note what you could not conclude.

## About my situation
- Who this is for: retail customers, analysts and compliance officers
- What we must respect: KYC and AML regulation, audit trails and data security

## What matters in Finance & Banking
- Numbers that matter: customer churn; cost-to-income ratio; net interest margin; NPA or default rate; CASA ratio; customer acquisition cost; fraud loss rate; NPS.
- Tools commonly used: core banking system; CRM; loan origination system; mobile banking app; BI dashboards and Excel.
- 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.
- 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.

## What I will give you
Data: [PASTE OR ATTACH DATA]

## How to work through it
1. Describe the data's shape and quality.
2. Look at trends, segments and outliers related to the key metric.
3. Pick the five most useful insights.
4. Give evidence, a possible explanation and an action for each.
5. Say what the data cannot tell us.

## What to deliver
- Data quality notes
- Five insights with evidence and actions
- Limits of the analysis
- Suggested charts

## 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 number comes from my data or is marked as an assumption, and correlation is never presented as cause.
- 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 [COLUMNS], [PASTE OR ATTACH DATA] with your own details.
Paste and send. Paste it into ChatGPT, Claude and Gemini and send. Ask follow-up questions to refine the answer.

Why this prompt works

The “Find insights in a dataset” prompt tells the assistant exactly what to hand back: data quality notes; five insights with evidence and actions; limits of the analysis; and suggested charts. It makes the assistant work through 5 steps in order, starting with "describe the data's shape and quality", instead of jumping straight to an answer. Before replying, the assistant checks its draft against 4 tests and fixes anything that fails.

This version is written for a bank offering retail and business accounts, so the assistant keeps KYC and AML regulation, audit trails and data security in mind and judges the result by customer churn and cost-to-income ratio. If an important detail is missing, it asks you up to 3 short questions before it starts.

How to get the best answer

Fill every bracket with real detail: [COLUMNS], [PASTE OR ATTACH DATA] should hold real names, numbers and dates, not 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 find insights in a dataset prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with the “Find insights in a dataset” prompt?

The “Find insights in a dataset” prompt works in any chat assistant and suits ChatGPT, Claude and Gemini best. Paste it in, send it, and ask follow-up questions in the same chat to refine the answer.

What do I fill in before sending the “Find insights in a dataset” prompt?

Replace the 2 highlighted brackets – [COLUMNS], [PASTE OR ATTACH DATA] – with your own details. The more specific you are, the better the answer.

Is the “Find insights in a dataset” prompt only for Finance & Banking?

No. This version is written for a bank offering retail and business accounts, and the same prompt is also written for 15 other industries, listed on this page.

Is the “Find insights in a dataset” prompt free to use?

Yes. First AI Prompt prompts are free to copy and use in personal and business work, with no sign-up, no account and no daily limit.

Can I trust the answer the “Find insights in a dataset” prompt gives?

Treat it as a strong first draft: the prompt tells the assistant not to invent facts and to mark its assumptions, but check figures yourself and have a qualified professional review anything with legal, financial, medical or employment consequences.

Keep exploring