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10 Tricks for Gemini Prompt Mastery in Fintech

AI Prompting | May 21, 2024

Gemini Prompting Guide 101 - 10 Tricks for Gemini Prompt Mastery in Fintech

Image: Gemini, Prompting Guide 101

Advanced AI Tools like Gemini in Google Workspace Can Significantly Enhance Productivity

The "Gemini for Google Workspace Prompting Guide" provides invaluable insights on how to effectively use Gemini’s capabilities. This guide will help you master the art of crafting effective prompts for Gemini, ensuring you get the most out of this powerful tool with a fintech focus.

Which LLM is Best for Fintech?

When selecting a large language model (LLM) for fintech applications, it's important to consider factors such as integration capabilities, security, customization, and specific use case suitability.  For fintech applications, the best LLM depends on the specific requirements and existing infrastructure of the organization.

  • Google Gemini is excellent for those deeply integrated into Google’s ecosystem, offering powerful collaboration tools and enterprise features;
  • OpenAI GPT-4 stands out for its versatility and advanced NLP capabilities, making it suitable for a wide range of financial applications;
  • Microsoft Azure OpenAI Service is ideal for large enterprises needing robust integration and security;
  • Anthropic Claude 2 is best for those prioritizing ethical AI use.
  • Amazon Alexa excels in voice-interactive applications, and;

To choose the right LLM, fintech firms should evaluate their specific needs, existing technology stack, and the unique strengths of each model.

Top 10 Tips for Mastering Gemini Prompts in Fintech

1. Craft Clear and Concise Prompts

Clear and concise prompts are essential for accurate and relevant responses from Gemini. Use complete sentences and specific instructions.  If you're trying to create a detailed report listing the top five cryptocurrencies with sections on recent performance metrics, current market trends, and an assessment of investment risks.

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Example Prompt: "Generate an analysis report on the top five cryptocurrencies by market cap, including their recent performance, market trends, and potential investment risks."

2. Provide Relevant Context

Including relevant background information helps Gemini understand your needs better. Use the @-menu to reference specific documents or data.  If you're looking for a comprehensive valuation analysis report with charts and comparisons drawn from the referenced digital asset data, including historical performance graphs and future trend predictions.

Example Prompt: "Provide a valuation analysis of our digital asset portfolio, considering current market prices, historical performance, and expected market trends. Reference the digital asset data in the 'Crypto Portfolio' folder on Google Drive."

3. Break Down Tasks

For complex requests, breaking them into smaller tasks ensures more accurate and manageable outputs.

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Example Prompt:

  1. "Summarize the current interest rates for personal loans offered by our top competitors."
  2. "Analyze the default rates on our personal loans over the past year."
  3. "Suggest strategies to reduce default rates based on the analysis."

Expected Output:

  1. A list of current interest rates from major competitors.
  2. A detailed report with graphs showing default rates over the past year.
  3. Strategic recommendations with actionable steps to reduce default rates.

4. Specify Format and Constraints

Defining the desired format and constraints helps Gemini deliver results that meet your specific needs.  If you are looking for a concise summary within the word limit, structured with bullet points highlighting top and underperforming assets along with recommended adjustments.

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Example Prompt: "Create a summary of our investment portfolio's performance over the last six months. Use bullet points to list top-performing assets, underperforming assets, and recommended adjustments. Limit the summary to 500 words."

5. Iterate and Refine Prompts

Don’t hesitate to refine your prompts if the initial outputs are not satisfactory. Iteration leads to better results.  To generate a comprehensive investment strategy report detailing a mix of equities, bonds, and alternative investments with associated risk assessments and expected returns.

Example Prompt:

  • Initial prompt: "Recommend investment strategies for our high-net-worth clients."
  • Refined prompt: "Recommend investment strategies for our high-net-worth clients, focusing on a balanced mix of equities, bonds, and alternative investments. Include risk assessments and expected returns for each strategy."

6. Role-Specific Strategies

Adapting your prompts to specific roles within your organization can optimize Gemini’s utility for different tasks.  For example, if you require a detailed monthly budget report with sections on major expenditures, identified cost-saving opportunities, and an assessment of budget adherence, formatted for an executive audience.

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Example Prompt: "Generate a monthly budget report for the finance department, highlighting major expenditures, cost-saving opportunities, and budget adherence. Tailor the report for presentation to the executive board."

7. Emphasize on Follow-up Prompts

Treat your interaction with Gemini as a conversation, using follow-up prompts to refine and enhance responses.

Example Prompt:

  • Initial prompt: "Provide a summary of our digital assets."
  • Follow-up prompt: "Identify any digital assets in our portfolio that are underperforming and suggest potential actions, such as reallocation or divestment."

Expected Output:

  1. An initial summary of all digital assets.
  2. A follow-up analysis highlighting underperforming assets with suggested actions for reallocation or divestment.

8. Leverage Real-World Examples

Utilize real-world examples to structure your prompts effectively, ensuring practical and actionable outputs.  If you want Gemini to generate a detailed loan product comparison chart, similar in structure to the guide example, including sections on interest rates, repayment terms, and eligibility criteria tailored to your offerings.

See:  How GenAI Is Transforming Risk and Compliance in Banking

Example Prompt: "Develop a comprehensive loan product comparison for our clients, including interest rates, repayment terms, and eligibility criteria. Use the structure of the example provided in the guide, adapting it to our specific loan offerings."

9. Assign a Role

Encouraging creativity by assigning roles within your prompts can yield innovative responses.  For example, if you are interested in a well-crafted report from the perspective of a financial analyst, detailing the potential impacts of new and emerging blockchain regulations on the investment portfolio.

Example Prompt: "You are a financial analyst at a leading investment firm. Draft a report on the potential impact of new and emerging blockchain regulations on our portfolio."

10. Ask for Feedback

Incorporate feedback loops within your prompts to ensure continuous improvement in the outputs.  To create a draft of the financial newsletter with suggestions for additional sections or information to enhance its comprehensiveness and engagement for investors.

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Example Prompt: "Create a draft for our quarterly financial newsletter. What additional information or sections would make this newsletter more comprehensive and engaging for our investors?"


Mastering the art of prompting with Gemini can transform how fintech professionals manage data, generate insights, and make informed decisions. By applying these top 10 tricks, you can enhance both productivity and output quality, ensuring your fintech operations are efficient and effective.

NCFA Jan 2018 resize - 10 Tricks for Gemini Prompt Mastery in FintechThe National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, artificial intelligence, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit:

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