14 AI Prompts to Power Small Business Success
Benjamin Udell • June 19, 2025

Why I Wrote About AI Prompts for Bankers Serving Small Businesses




Small businesses are anything but one-size-fits-all. As bankers, we’re expected to understand and support a wide range of industries—often on short notice and with limited context. That challenge is exactly what inspired me to write my latest piece for The Financial Brand.


In the article, I share 14 practical AI prompts that bankers can use with tools like ChatGPT or Microsoft Copilot to quickly gain insight into their SMB clients. These prompts are designed to build confidence, sharpen conversations, and help bankers deliver more relevant guidance.


Whether you’re training new team members or looking for a smarter way to prepare for client meetings, I hope you’ll find this approach as valuable as I have.


👉 Read the full article here


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