AI Toolkit for Commercial Bankers (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for commercial and relationship bankers — credit analysis, covenant monitoring, KYC, ESG lending.

What's inside

• CLAUDE.md with the 8-point credit analysis discipline
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt with M365 banking workflow integrations
• Google Gemini Gem
• Perplexity Space for sanctions and regulatory research

Built-in: credit risk → return on capital → relationship value lens, credit analysis structure (business profile → 3-yr financial trend → cash capacity → covenant headroom → risks → recommendation), 15% downside stress-test minimum, KYC / AML red flags, sanctions / PEP screening, ESG transition risk monitoring.

Who it's for

Commercial bankers covering SME, mid-market, and corporate clients. ACCA and CIMA give the credit-analysis depth credit committees expect.