Services / Prompt Engineering Workshop
Real work, done once, with someone watching.
Ninety minutes to two hours, built around what the people in the room actually do. Participants bring documents from their own desks and leave having done real work correctly, once, with someone watching.
90 minutes to two hours
In person at your offices, or online
A single dense session, and then nothing.
The session
There is no generic curriculum.
An analyst needs to teach an AI chatbot not just to summarize a CIM, but to analyze it according to your unique business process. That is not a slide about prompting. It is the analyst, their document, and the process their firm actually runs, worked through until the output is right.
Over 100 sessions delivered at more than 50 financial services firms. An advanced format is available for first-pass analysis on transaction and credit documents.
Who is in the room
Each team works on its own material.
Deal teams
Live transaction documents, worked on as they stand rather than on a sample.
Credit teams
Agreements and compliance reporting.
Operations, fund administration, IR and finance
Each on their own material, which is the only version of this session that survives contact with the desk.
Start with a workshop.
It is the smallest engagement we sell and it tells you the most about whether the rest is worth buying. Send us what your teams are already attempting and where it keeps stalling. If we are the wrong firm for it, we will say so in the reply.