Transforming Credit Workflows with AI: Prompting Your Way to Success

As credit teams explore the potential of artificial intelligence, effective prompting and appropriate human oversight are critical to achieving reliable, consistent results. Join S&P Global Market Intelligence for a practical webinar exploring how AI can help address common credit workflow challenges, from manual data gathering and fragmented information to inconsistent credit memo preparation.

Through practical demonstrations of CreditCompanion™ and Credit Memo Builder™, our experts will highlight prompting techniques that can help credit and risk professionals improve efficiency while maintaining appropriate review, validation, and professional judgment.

During this webinar, we will cover:

• Where targeted AI can support the credit workflow and help address common process bottlenecks
• The role of analyst review, validation, and judgment within a human-in-the-loop approach
• Effective prompting techniques and common pitfalls that can affect the quality of AI-generated outputs
• How CreditCompanion can support access to ratings research and comprehensive credit summaries
• How Credit Memo Builder can support drafting, editing, and replicating credit memo sections
• Approaches for reducing hallucination risk, improving output consistency, and supporting explainability through source citations

Speakers

Bruce Lee

Credit Product Specialist
S&P Global Market Intelligence

---

Jeon Yourim

Credit Product Specialist
S&P Global Market Intelligence

---