The Value Pricing Podcast Why You Can’t Analyse Client Data (Unless You Do THIS)
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Nov 10, 2025 Discover how to safely analyze client financial data using ChatGPT with essential guidelines for compliance. Learn the serious risks of using free and Plus plans that may violate GDPR. Explore prompt engineering techniques for better outputs and the significance of client consent. Find out how the Teams plan offers a GDPR-compliant solution while retaining security. Mark also shares insights on local AI models as a privacy safeguard and the importance of having firm AI policies for smarter client reporting.
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AI Creates Instant Financial Reports
- ChatGPT can generate detailed financial analysis and client-ready reports in seconds from prompts and uploaded statements.
- Providing contextual background like a client's website significantly improves the quality of the analysis.
Live Demo: Dragging Files Into ChatGPT
- Mark demonstrates dragging a PDF of financial statements and a client's website into ChatGPT to produce a full analysis and meeting report.
- The AI returned ratios, cost breakdowns, cash-flow insights, and client-facing recommendations within seconds.
Build Reusable Prompt Templates
- Use role-based prompt framing and include example outputs to make AI generate consistent, useful client reports.
- Save these prompts as templates in a prompt library for repeatable, high-quality results.