Overview

AI agents are everywhere in the headlines—but for many professionals, especially in complex industries like financial services, the real challenge is cutting through the buzz to understand what they actually do and how they can drive value. That’s the problem this Ask AI Prompt is built to solve.

Written by our Senior Research Analyst, Jay Feyerabend, it’s crafted to generate a focused, leadership-ready report that explains the fundamentals of AI agents, showcases practical use cases from peer organizations, outlines the threats and opportunities the technology poses, and maps out where the technology is headed. In a sea of hype, this is a prompt that brings clarity, context, and strategic insight to stay ahead of the latest technology.

Ask AI Prompt

Copy and paste this prompt directly in your Ask AI panel!

`<Context>
I am an innovation manager at a large financial services company and I am creating a report for leadership about AI agents.
<Context>`

`<Task>
Create a report to help stakeholders understand what AI agents are and how they can be utilized in my work.
<Task>`

`<Guidelines>
-start with an overview of the technology, what it is and what it does.
-give 2-3 case studies on how the technology is being used at similar companies in related industries.
-provide the top threats and opportunities for the financial service sector.
-finish with a conclusion outlining the future of the technology.
<Guidelines>`

Ask AI Response

We ran this prompt on a set of articles discussing the recent news about AI agents and press releases of companies introducing their new AI agents. The output generated a report tailored to the financial services industry that included an overview of the technology, two case studies of peer organizations, and concluded with the future of AI agents in the financial sector.

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Hover over the numbered bubbles in the Ask AI Response to view the exact article where the information came from.

Adapt it to your use case

While this example focuses on the finance industry, the prompt is fully customizable to fit your specific needs—no matter the sector. Simply select the articles that apply to AI agents in your industry, tweak the prompt to reflect your needs or research goals, and Ask AI will generate a tailored report on AI agents that aligns with your context.

In short…

With Ask AI, market intelligence analysts can move beyond fragmented news sources and generate a comprehensive technology scouting and analysis with greater depth, accuracy, and traceability.