Ai analysis of financial data

“Imagine this is a small financial-advice client book. The problem is not that the information doesn’t exist — the problem is that it is scattered, inconsistent, and time-consuming to turn into useful client-review material.”
1. ChatGPT: interpret the data
Upload or paste a few rows and ask:
“Act as an adviser support assistant. Review these client records and identify which clients need attention first. Flag missing information, upcoming review dates, high-risk cases, and useful talking points for the adviser.”
2. ChatGPT: produce client-facing communication
Pick one client and ask:
“Create a professional client review briefing and a follow-up email in plain English. Keep it compliant in tone: do not give personal financial advice, but prepare the adviser for the conversation.”
3. Codex: turn the workflow into a reusable tool
Say:
“Now imagine we don’t want to do this manually every time. Codex can help build a small internal tool.”
Prompt Codex:
“Create a simple Python script that reads this Excel workbook, flags clients with missing KYC/FICA, review dates due within 30 days, high-risk profiles, and portfolios above R2 million. Export a clean Excel report called Adviser_Action_Report.xlsx.”
“ChatGPT helps the adviser think, write, summarise, explain and prepare. Codex helps turn repeatable admin work into a reusable business tool. That is the difference between playing with AI and using AI as a business capability.”

Видео Ai analysis of financial data канала Karl Ernst Buddenbrock