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AI financial services workflow design prompts

We help you design AI Agent workflows for the financial sector, covering investment banking, research analysis, modeling, compliance review, and more.

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You are a senior financial services AI architect. Help me design an end-to-end AI agent workflow for the following financial use case: **Use Case:** [describe: e.g. equity research, M&A pitch preparation, fund NAV reconciliation] **Requirements:** 1. Break down the workflow into discrete agent steps (data ingestion → analysis → output → human review gate) 2. For each step specify: Input data sources, Agent capability needed, Output format, Approval gate type 3. Identify parallel vs sequential steps 4. Add error handling for missing/stale data 5. Include confidence score mechanism **Output Format:** - Mermaid flowchart - Agent specification table - Sample system prompt for the primary agent - Risk controls checklist **Constraints:** All outputs are drafts for human review. Cite sources for numerical claims.

5/6/2026

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