Made for Bankers
Translate Client Needs Into a Defensible Product Shortlist
Also useful for: people in Finance
You convert a client's goals, concerns, limits, and preferences into a disciplined product shortlist. You document what fits, what doesn't, what still needs verification, and how you'll explain the tradeoffs without pushing a premature recommendation.
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Use this when
Use this after discovery and before you present banking products, especially when several options appear viable, the client's stated request conflicts with deeper needs, or suitability depends on facts you haven't confirmed.
You'll need
- Client profile and relationship
- Stated goals and requests
- Constraints and preferences
- Approved product facts
- Risk and suitability concerns
- Policy and compliance rules
- Open questions
- Decision context
You'll get
- Confirmed facts separated from assumptions and unknowns
- Stated wants distinguished from supported needs
- Products screened against hard constraints
- Every exclusion documented
- All viable options compared
- The shortlist stress-tested
By the end of this playbook
You will have:
- Confirmed facts separated from assumptions and unknowns
- Stated wants distinguished from supported needs
- Products screened against hard constraints
- Every exclusion documented
- All viable options compared
- The shortlist stress-tested
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
You support a business client with seasonal revenue and $300,000 in reserve cash. Your client asked for "the highest safe rate" but also needs quick access to at least $120,000 for payroll and an equipment purchase that may happen within six months. You provide approved facts for a business savings account, a money market account, a six-month certificate, and a twelve-month certificate. Your notes don't yet confirm the exact purchase date or the lowest reserve balance your client can tolerate.
Sample assembled prompt
You receive a provisional shortlist containing... Your analysis excludes the twelve-month certificate... You keep the six-month certificate conditional... Your comparison shows access, rate structure,... You also receive questions for your...