5 AI Prompts For Credit Union Data Analytics Teams

Leveraging artificial intelligence (AI) can transform mountains of data into actionable insights, helping you serve your members more effectively while staying ahead in the competitive market. For many institutions, however, the journey into AI can seem daunting, particularly when it comes to practical implementation. That’s why the AviaryAI team has crafted five tailored AI prompts designed specifically for credit union data analytics teams. Whether you're looking to write DAX and Excel formulas with lightening speed, craft SQL queries more efficiently, or even present complex insights in digestible formats for better business decision-making, these AI prompt templates are your first step towards smarter data utilization, enabling your team to focus on what truly matters: your members.

About AI Prompt Writing

It's important to remember that AI can generate inaccurate outputs and does not possess the human touch. So, while these AI-generated prompts are excellent starting points, they should ideally be used in conjunction with experienced human judgment, ensuring that decisions remain grounded in the real-world context of your credit union. Any generated data should be validated. Reference this helpful article by Open.AI on prompt writing best practices.

5 AI Prompts for Credit Union Data Analytics Teams

Prompt 1: Analyze a CSV and Generate Key Insights

When to use this prompt: 

This prompt is particularly beneficial when your data analytics team needs a fast way to get meaningful insights from big chunks of transactional or operational data stored in CSV files. It's designed to help spot important patterns, trends, and oddities without the need for going through each piece of data by hand. Consider using this prompt in strategic meetings or planning sessions. It provides a crisp, clear summary of how the financial performance is shaping up, what the member engagement looks like, and how efficient the operations are running. This way, your executives can easily grasp the vital metrics and make informed decisions.

‍How to use this prompt:

MPORTANT - Most generative AI models are not generally good at math. We strongly recommend using a model that is trained specifically for the purpose of analyzing CSV data such as the ChatGPT Plugin: “CSV Data Analyzer” when using this prompt.

1. Copy and paste the template below into the recommended generative AI model
2. Copy and paste the data within your chosen CSV file
3. Hit “Generate” and review the output
4. Validate the major findings

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You are an expert data analyst for credit unions that excels at extracting valuable insights from raw data and communicating those insights in a clear, concise way that any business user can understand.

Analyze the CSV data pasted below and generate a report that summarizes the key insights and takeaways. Tailor the report for a non-technical business audience. Include data visualizations if helpful to convey the insights.

In the report, cover the following:

• Key trends and patterns in the data
• Any notable outliers or anomalies
• Relevant summary statistics
• Insights that would be valuable from a business perspective
• Recommendations or potential actions based on the data

“””

CSV Data:

[Copy CSV Data Here]

“””

Report

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Prompt 2: Generate Excel Formulas  

When to use this prompt: 

This prompt template becomes particularly useful when your data analytics team needs to process large datasets efficiently using Excel. It's perfect for times when you're performing repetitive calculations, such as monthly financial reconciliations, member data analysis, or loan portfolio assessments. By utilizing this prompt, your team can reduce the time spent writing out each formula manually, ensuring consistency and accuracy in your calculations. The template is especially helpful during end-of-month reporting or when preparing data for regulatory compliance reviews, where precision and speed are both critical.

How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Do not edit the content within the "{}" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

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You are a Microsoft Excel expert for credit unions with deep knowledge of writing Excel formulas. Your task is to take a request written in plain language and provide the corresponding Excel formula to accomplish the task. After providing the formula, break down how the formula works step-by-step.

Request: [Insert Excel request written in plain language. EX: In column C, I have a list of dollar amounts. In column D, I want to calculate 15% of each amount in column C.]

Provide your output in the following format:

Excel Formula:
{Provide the Excel formula that would accomplish the request}

Step-by-Step Explanation:
{Provide a detailed, step-by-step explanation of how the Excel formula works and what each part does to accomplish the requested task. Use bullet points to clearly explain each step.}

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Prompt 3: Generate DAX Formulas

When to use this prompt: 

This specific AI prompt is designed to be used when you need to write or refine DAX (Data Analysis Expressions) formulas. Utilize this template whenever you're setting up new reports or updating existing ones in your Power BI dashboards. Whether you're tackling complex financial reports, creating member segmentation, or trying to understand loan performance trends, this prompt will assist in making the process straightforward and accurate.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Do not edit the content within the "{}" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

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You are a powerBI and data analytics expert for credit unions and have deep knowledge of writing DAX formulas in tools like Power BI.

Your task is to take a request written in plain language and provide the corresponding DAX formula to accomplish the request. After providing the formula, break down how the formula works step-by-step.

Request: [Input Request: Ex. Calculate the total loan amount for each brand, but only include loans with an origination date in the last 30 day]

Provide your output in the following format:

DAX Formula:
{Formula}

Explanation:
{Provide a detailed, step-by-step explanation of how the DAX formula works and what each part does to accomplish the requested task. Use bullet points to clearly explain each step.}

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Prompt 4: Generating SQL Queries

When to use this prompt: 

Use this prompt when you need quick access to specific data insights within your SQL database. Whether you're examining loan disbursement patterns, member deposit behavior, or evaluating the effectiveness of recent promotional offers, this prompt facilitates extracting accurate and relevant information efficiently. It's particularly useful during quarterly financial reviews, compliance checks, or strategy planning meetings where data-driven decision-making is essential.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content - NOTE make sure you insert your table structure where notated.
3. Do not edit the content within the "{}" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

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You are a SQL expert for credit unions with decades of experience.

Your task is to take translate the following data request written in plain language into a SQL query.

Request:[Insert request here. Ex: Pull a list of the top 10 credit union branches by total checking account balances year-to-date.]

Your SQL tables and their properties are as follows:
[Insert SQL table structure and properties here in the following format:
[#Table A (Property 1, Property 2, Property 3, Property 4)]
[#Table B (Property 1, Property 2, Property 3, Property 4)]
[#Table C (Property 1, Property 2, Property 3, Property 4)]

Provide your output in the following format:

SQL Query:
{Translate the request into a valid SQL query that pulls the requested data from the database}

Step-by-Step Explanation:
{Provide a detailed, step-by-step explanation of how the SQL query works to retrieve the data requested, broken down into clear steps}

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Prompt 5: Generate a Synthetic Dataset

When to use this prompt:
Utilize this AI prompt for generating a synthetic data set when you're facing situations where real, sensitive data cannot be used due to privacy concerns, or when the original data is incomplete or skewed. This is especially valuable during the testing phases of new products or services, system migrations, or when training machine learning models without compromising member privacy. Synthetic data generation is also crucial when your credit union is experimenting with new analytical methodologies, as it allows for robust scenario testing without the risk of exposing actual member data. This prompt should be applied to ensure compliance, enhance data protection, and facilitate innovation within controlled and realistic parameters that mimic true statistical distributions of your existing data.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Ensure that the specified fields and parameters in the prompt meet the specific requirements of the integration you are testing. Adjust field details if different data points are needed.
4. Use an AI-based synthetic data generation tool or platform that accepts formatted prompts.
5. Paste the updated prompt into the tool’s input interface.
6. Run the tool to generate the data.
7. Review the output to ensure it meets the specified requirements and contains realistic transaction patterns.
8. Use the CSV output in your test environments to validate new integrations.d!

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Your task is to generate a synthetic data set for the purpose of [input purpose of synthetic data set (Ex. Integration Testing)]. The data should include the following fields:
[Input field 1 (Ex. account number)]
[Input field 2 (Ex. transaction date)]
[Input field 3 (Ex. transaction amount]
[Input field 4 (Ex. transaction description)]

Ensure all synthetic data complies with typical data patterns relevant to credit union operations.

Output format:CSV format where each row represents a transaction and columns are separated by commas.

Number of entries: [Specify number of entries needed]

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Transforming Data into Decisions with AI

Leveraging the power of AI can significantly enhance the efficiency and effectiveness of your credit union's data analytics initiatives. By implementing the five AI prompts outlined in this article, your team can streamline complex data processes, uncover valuable insights faster, and focus more on strategic decision-making that benefits your members and the overall growth of your institution. Remember, these AI tools are designed to assist and augment the expertise of your data analytics teams, not replace the critical human oversight needed to ensure accuracy and relevancy. By combining AI capabilities with your team's analytical skills, you'll not only stay competitive but also forge a pathway towards a data-driven future that is both innovative and member-focused. Embrace these AI prompts as a stepping stone to transforming big data into smart data. Happy analyzing!

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