AI workflows built specifically for Finance professionals
Clear, role-specific workflows designed to reduce busywork - without replacing professional judgement. Built as working documents to use at work, not courses to sit through.
Built for real roles across banking, investment management, and financial services.
Finance work hasn’t changed.
The workload has
Financial services has always required rigour, judgement, and accountability. What has changed is the volume. Investment memos are longer. Client reporting is more frequent. Internal documentation is more detailed. Compliance expectations are higher. Stakeholder updates move faster.
Much of a modern finance professional’s week is now spent translating analysis into documentation preparing review packs, drafting performance commentary, summarising meetings, and structuring internal reports.
AI can reduce that documentation burden. But only when it is applied in a way that respects governance, preserves judgement, and fits how finance teams actually operate.
That is what Kuvees is built for.
What Kuvees is
This is:
Role-specific AI workflows for finance roles
Structured prompts written for real financial outputs
Built to support reporting, analysis, drafting, and review
Designed for regulated professional environments
This isn’t:
AI theory or training
Automation of judgement or decision-making
Generic productivity templates
“AI hacks”
How Professionals Use Kuvees
These toolkits are used as working references during normal professional tasks.
Each toolkit provides role-specific workflows and prompts that help you think, write, or review more efficiently - while keeping judgement and accountability with you.
They are not designed to replace existing processes, systems, or expertise. They are designed to support them.
Most people use these toolkits intermittently, alongside their normal work, returning to them as needed rather than following them end-to-end.
How to Browse the Toolkits
Kuvees is organised by professional department.
To find the most relevant workflows, simply select the department closest to your role — for example Sales, Marketing, Advisory, Operations, Risk, or Executive Support and browse the toolkits available within that area.
Each toolkit is structured around the real responsibilities of that role, focusing on the tasks where AI can support drafting, analysis, documentation, and review.
You can choose a single toolkit aligned to your position, or explore adjacent departments if your responsibilities span multiple functions.
All toolkits are standalone and designed to be used immediately in day-to-day work.
Available role toolkits
Each toolkit is designed around the real responsibilities of a specific role.
They focus on the tasks where AI can support thinking, drafting, and review — without changing how decisions are made or work is governed.
You can use a single toolkit relevant to your role, or refer to multiple toolkits if your responsibilities span more than one area.
New role toolkits are added over time as they are developed and tested.
Best Sellers
AI for Head of Channel Marketing
Plan, launch, and scale partner campaigns faster with structured AI workflows
✔ Build partner campaign briefs in minutes
✔ Structure joint business plans instantly
✔ Launch partner campaigns with clarity
✔ Improve partner engagement
✔ Create executive-ready reports fast
✔ 10 ready-to-use workflows
✔ Copy-paste prompts included
✔ No technical setup required
✔ Instant download
What You’ll Be Able To Do
Create partner campaign briefs quickly
Build joint business plans with structure
Launch partner campaigns with aligned messaging
Draft co-marketing emails that drive participation
Prepare MDF proposals with clear logic
Summarise channel performance for leadership
Plan quarterly channel campaigns
Prepare executive partner meeting briefs
What’s Inside
10 practical workflows including:
Partner Campaign Brief
Joint Business Plan
Partner Launch Plan
Co-Marketing Email
MDF Proposal Summary
Enablement Content Outline
Performance Summary
Partner Persona
Campaign Calendar
Executive Brief
How It Works
Choose a workflow
Add your inputs
Copy and paste the prompt
Get structured output instantly
No technical skills required.
Who It’s For
Heads of Channel Marketing
Partner Marketing Managers
Channel / Revenue Operations
Format
Digital PDF
Copy-paste workflows
Instant download
AI for Executive Assistants
Reduce admin workload and support executives faster with structured AI workflows
✔ Draft executive emails in minutes
✔ Create clear meeting agendas instantly
✔ Turn notes into structured action summaries
✔ Prepare briefing notes and updates quickly
✔ Stay on top of calendars, follow-ups, and priorities
✔ 12 ready-to-use workflows
✔ Copy-paste prompts included
✔ No technical setup required
✔ Instant download
What You’ll Be Able To Do
Draft professional emails on behalf of executives
Create structured meeting agendas quickly
Turn meeting notes into clear action summaries
Summarise long documents for leadership
Review and optimise busy calendars
Send clear follow-ups and chaser messages
Prepare daily briefing notes for meetings
Create weekly executive summaries
Draft meeting invitations with clarity
Build travel itineraries
Prepare talking points for calls
What’s Inside
12 practical workflows including:
Executive Email Drafting
Meeting Agenda Creation
Meeting Notes to Action Summary
Document Summary for Executives
Calendar Planning and Priority Check
Follow-Up & Chaser Messages
Calendar Briefing Notes
Executive Weekly Summary
Executive Briefing Note
Meeting Invitations
Travel Itinerary Builder
Talking Points for Calls
How It Works
Choose a workflow
Add your inputs
Copy and paste the prompt
Get structured output instantly
No technical skills required.
Who It’s For
Executive Assistants
Personal Assistants
Office Managers
Administrative professionals
Format
Digital PDF
Copy-paste workflows
Instant download
AI for Performance Marketing Manager
Reduce wasted spend, improve targeting, and move faster from data to decision
✔ Build campaign briefs in minutes
✔ Generate ad variations for testing at scale
✔ Create structured A/B testing plans
✔ Turn performance data into clear insights
✔ Justify budget decisions with confidence
✔ 10 ready-to-use workflows
✔ Copy-paste prompts included
✔ No technical setup required
✔ Instant download
What You’ll Be Able To Do
Create structured campaign briefs quickly
Generate paid search and social ad variations
Build clear A/B testing plans
Summarise performance for stakeholders
Justify budget reallocation decisions
Identify landing page improvements
Generate keyword themes for campaigns
Diagnose performance issues faster
Prepare for stakeholder questions confidently
What’s Inside
10 practical workflows including:
Campaign Brief Builder
Paid Search Ad Variations
Paid Social Ad Copy Generator
A/B Testing Plan Builder
Performance Report Summary
Budget Reallocation Rationale
Landing Page Improvement Suggestions
Keyword Theme Generator
Performance Issue Diagnosis Framework
Stakeholder Q&A Preparation
How It Works
Choose a workflow
Add your inputs
Copy and paste the prompt
Get structured output instantly
No technical skills required.
Who It’s For
Performance Marketing Managers
Paid Media Managers
Growth / Acquisition teams
Format
Digital PDF
Copy-paste workflows
Instant download
Frequently Asked Questions
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Each toolkit contains a structured set of AI workflows designed for a specific finance role. These workflows focus on practical tasks such as drafting documentation, structuring analysis, preparing reports, and refining communications. They are designed to support real day-to-day responsibilities rather than teach AI theory.
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Yes. Kuvees workflows are designed to support drafting and structuring work in regulated environments. They do not replace professional judgement, internal controls, or compliance processes. All outputs should be reviewed and approved in line with your organisation’s policies.
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No. Kuvees supports productivity and documentation efficiency. Professional judgement, accountability, and decision-making always remain with you.
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No. The workflows are written to be clear and structured. If you can use tools like ChatGPT or similar AI platforms, you can apply these workflows immediately.
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No. They are designed around role responsibilities that are common across retail banking, investment management, and broader financial services environments.
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Each toolkit is purchased individually for £29.99. There are no tiers or ongoing subscriptions required.
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Most users can apply workflows immediately to reduce drafting time, improve structure, and accelerate preparation for reports, memos, and client communications.
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The toolkits are intended for individual professional use. If you would like to explore team or corporate access, please contact us.