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JATIN SACHDEVA

Industry Applications

The business problems that come up most often, and how AI can help with each one. Every application keeps a person in charge of the decision.

Finance & Accounting

The problem

Month-end close, reconciliations and reporting take days of manual work.

Practical AI application

AI can draft variance commentary, check reconciling items and summarise ledgers for review.

Possible outcome

A faster close and more time for analysis, with a person checking every output.

Workflow

  1. 1.Export data
  2. 2.Check totals
  3. 3.AI drafts commentary
  4. 4.Finance lead reviews
  5. 5.Approve and file

Example prompt

Draft a short commentary on the change in gross margin between the two months below. Use only the figures given. If a reason is not in the data, write [CHECK].

Investment Banking

The problem

Teams read long documents and prepare materials under tight deadlines.

Practical AI application

AI can help summarise filings, compare documents and draft first versions of materials.

Possible outcome

Quicker first drafts, with source checks kept in the hands of the team.

Workflow

  1. 1.Gather source documents
  2. 2.AI summarises key terms
  3. 3.Analyst checks sources
  4. 4.Team reviews draft
  5. 5.Final version approved

Example prompt

Summarise the key terms in the document below in a table: party, obligation, date and any condition. Cite the section for each row. Do not add terms that are not stated.

Banking & Financial Services

The problem

Teams handle large volumes of documents, customer queries and compliance checks.

Practical AI application

AI can help sort documents, draft standard responses and flag items for human review.

Possible outcome

Faster routine handling, with clear human sign-off on decisions.

SMEs & Business Operations

The problem

Small businesses have no large tech team and little time to learn new tools.

Practical AI application

Simple AI workflows for invoices, customer replies, reports and planning.

Possible outcome

Routine tasks handled faster, with clear steps the owner can follow.

Workflow

  1. 1.List repeat tasks
  2. 2.Score each task
  3. 3.Try one workflow
  4. 4.Measure time saved
  5. 5.Keep what works

Example prompt

Draft a polite reply to the customer message below. Confirm the order number and the expected delivery date only if they appear in the message. Keep it under 80 words.

Manufacturing & Industry

The problem

Costs, production data and supplier information sit in many separate places.

Practical AI application

AI can help bring data together, explain cost movements and spot unusual patterns.

Possible outcome

Earlier warning of cost issues, with managers deciding what to do.

Workflow

  1. 1.Gather cost and production data
  2. 2.AI highlights unusual movements
  3. 3.Engineer checks causes
  4. 4.Manager decides action
  5. 5.Record outcome

Example prompt

Compare the cost per unit for the last three months below. List any month where the change is more than 10%, and state only what the data shows. Do not guess causes.

Investment & Wealth Management

The problem

Analysts must scan many reports, news items and earnings updates.

Practical AI application

AI can pull out key points and flag changes from one period to the next.

Possible outcome

Broader coverage in less time, with analysts forming the final view.

Marketing & Sales

The problem

Content and follow-up take time away from the core work.

Practical AI application

AI can help draft campaign copy, summarise customer feedback and prepare follow-ups.

Possible outcome

More consistent communication, with brand and facts checked by the team.

Human Resources

The problem

Policies, onboarding and recurring staff questions take time to answer.

Practical AI application

AI can draft policy summaries, onboarding guides and standard responses.

Possible outcome

Quicker answers for staff, with HR keeping the final say on policy.

Supply Chain & Procurement

The problem

Supplier data, orders and delivery updates are spread across many systems.

Practical AI application

AI can help compare quotes, summarise supplier performance and flag delays.

Possible outcome

Earlier warning of supply issues, with buyers making the final decisions.