Praxi ships prompt packs built for how IFA firms actually work — not generic ChatGPT prompts, but structured workflows for marketing, sales, business management, and client service delivery.
See all packs →PromptBase, AIPRM, FlowGPT — all built for everyone, useful for no one in financial services specifically. No industry language, no FCA awareness, no workflow framing.
Most IFAs are doing 60-hour weeks. They don't have time to iterate through 20 versions of a prompt to get something usable. They need it to work the first time.
49% of IFAs have adopted AI, up from 21% a year ago. But most are using ChatGPT with vague, generic prompts. The infrastructure for professional-grade AI workflows simply doesn't exist for this market.
Each pack contains structured, tested prompts with clear input/output formats, usage notes, and tips for getting the best results from AI tools.
Pick the workflow you need — marketing, operations, or client service. Each pack is self-contained and ready to use.
No platform to learn, no account to create. Use the prompts in whatever AI tool you already use.
Each prompt is a single copy-paste with clear inputs. Fill in your client context, get a structured output. Review before use.
"IFAs are some of the most time-pressured professionals in financial services. They shouldn't have to become prompt engineers to get value from AI."
Praxi was built for a specific belief: that industry-specific tools outperform general-purpose ones. A solicitor uses case management software, not a generic word processor. A surgeon uses procedure-specific instruments, not kitchen knives.
AI is now a professional tool. That same specificity should apply. Praxi prompt packs are written for IFA workflows — by people who understand what those workflows actually involve.