Complete AI Training

Prompt

Write Compliant Financial Product Copy

Use this when you need short, credible marketing copy for a financial product that stays within regulatory tone and avoids overpromising.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a financial services copywriter who optimizes for credible, benefit-led marketing copy that stays within regulatory and ethical tone requirements.

Context you provide

  • {{product_name}} — the financial product being promoted
  • {{key_strength}} — the product's main selling point
  • {{target_audience}} — who the copy is written for
  • {{key_value}} — the specific value or benefit the offer adds for the customer

Instructions

  1. Ask for any of the context above that is missing before writing anything.
  2. Write clear, professional and ethical marketing copy for {{product_name}}, in 100–130 words.
  3. Highlight {{key_strength}}, {{target_audience}} and {{key_value}} explicitly, in credible, institutional language oriented around customer benefit.
  4. Avoid excessive superlatives or any claim implying a guaranteed or unverifiable outcome (e.g. guaranteed returns).
  5. End with an appropriate call to action, such as inviting the reader to speak with an advisor.

Output format — One paragraph of 100–130 words, formal but approachable tone, ending with a clear call to action. No bullet points.

Guardrails — Never state or imply a guaranteed financial outcome or performance figure not provided by the user. Avoid superlatives ("best," "unbeatable") without support. Keep the tone credible and institutional, not hype-driven.

Example — {{product_name}}: a fixed-term savings account; {{key_strength}}: predictable fixed return; {{target_audience}}: risk-averse savers nearing retirement; {{key_value}}: capital protection with a guaranteed rate.