Sales pitch deck outline 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 1 bracket to fill

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

## Your task
Outline a 10-slide sales pitch deck for a bank offering retail and business accounts selling [PRODUCT] to retail customers, analysts and compliance officers. For each slide give the headline (a full sentence), the content, and the visual. The story must go from their problem to a clear next step.

## About my situation
- What we must respect: KYC and AML regulation, audit trails and data security
- How we measure success: customer churn and cost-to-income ratio

## 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.
- People involved: relationship managers; credit analysts; compliance and risk officers; branch staff; operations; retail and business customers.
- 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.
- Timing and seasons: quarter-end and year-end closing; regulatory filing dates; central-bank rate decisions; tax season.

## How to work through it
1. Plan the story from their problem to a next step.
2. Write a full-sentence headline for each slide.
3. Describe content and visuals.

## What to deliver
- 10-slide outline
- Speaker notes

## 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:
- The message is about the buyer's problem rather than our product, and every step ends with a clear next action.
- 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] with your own details.
Paste and send. Paste it into ChatGPT, Claude, Gemini and Meta AI (Llama) and send. Ask follow-up questions to refine the answer.

Why this prompt works

The “Sales pitch deck outline” prompt tells the assistant exactly what to hand back: 10-slide outline; and speaker notes. It makes the assistant work through 3 steps in order, starting with "plan the story from their problem to a next step", 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: [PRODUCT] 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 sales pitch deck outline prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with the “Sales pitch deck outline” prompt?

The “Sales pitch deck outline” prompt works in any chat assistant and suits ChatGPT, Claude, Gemini and Meta AI (Llama) 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 “Sales pitch deck outline” prompt?

Replace the highlighted bracket – [PRODUCT] – with your own details. The more specific you are, the better the answer.

Is the “Sales pitch deck outline” 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 “Sales pitch deck outline” 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 “Sales pitch deck outline” 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.

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