30th July 2025
9 AI Prompts to Turn Technical Advice into Engaging Visuals
Communicating complex advice is easier when clients can visualise the message. In this third article in our AI for Advisers series, we explore how tools like ChatGPT’s image generation can help you produce professional infographics - no design software or specialist skills required.
Whether you’re discussing pension options, income planning or asset allocation, some client conversations can quickly feel like information overload. You might be explaining lifetime allowances, drawdown strategies, or inflation-linked income - often using spreadsheets or dense reports.
But when clients see what you’re talking about, their understanding improves. Research shows that visual aids enhance retention and can help clients feel more confident in the decisions they make.
Infographics aren’t just for marketing, they’re educational tools. And thanks to advances in generative AI, you can now create these visuals in minutes.
AI tools for infographics: No design experience needed
Using AI image generation tools, advisers can now turn descriptive prompts into clear, client-ready visuals. This can be particularly helpful when explaining topics like retirement planning, investment growth, tax wrappers, or Consumer Duty - concepts that often benefit from timelines, comparisons, or visual breakdowns.
What makes a good infographic prompt?
The quality of the image you get depends on the clarity of the prompt you give. Try including these four components:
1. Visual tone
Describe the style: “professional,” “trustworthy,” “approachable,” or “clean and modern” work well for financial services.
2. Topic and data
Be clear about what you want to show. Include data points, comparisons, age ranges, timeframes, or percentages - whatever is relevant.
3. Layout type
Specify the format: e.g., a vertical step-by-step guide, a horizontal comparison, a circular breakdown, or a timeline.
4. Colour palette
Financial infographics often use blue or green for trust and stability. Accent colours help highlight key numbers or warnings.
Infographic Prompts to Visualise Advice
These examples reflect themes that come up regularly in client conversations. You can use them for meetings, onboarding packs, or review reports.
1. The Value of Early Pension Contributions
Prompt:
“Design a clean, professional infographic showing how starting pension contributions at different ages affects final pot size. Compare starting at 25, 35, and 45, contributing £400/month until age 68. Use blue and green tones, a bar chart format, and highlight compound growth over time. Suitable for use in adviser-client meetings.”
2. Asset Allocation by Life Stage
Prompt:
“Create an infographic for UK investors showing asset allocation by decade of life (20s to 60s). Use pie charts to show suggested breakdowns of equities, bonds, and cash. Add the general rule: ‘100 minus your age = % in equities’. Use corporate colours and label clearly for a client-facing document.”
3. Tax-Efficient Retirement Income Strategy
Prompt:
“Design a horizontal timeline infographic showing how to withdraw retirement income tax-efficiently using ISAs, pensions, and general investment accounts. Use clear icons and annotate each step. Include a note about tax-free cash and personal allowance considerations. Use a professional, trustworthy aesthetic with neutral colours and accent highlights.”
Creating visuals to support Consumer Duty communications
AI-generated infographics can also support your Consumer Duty compliance, helping clients better understand how you meet regulatory expectations.
Here are five prompts designed to bring your Consumer Duty messaging to life:
1. What the Consumer Duty Means for Clients
Prompt:
“Create a professional infographic explaining the FCA Consumer Duty principles from a client perspective. Use icons to represent the four key outcomes: Products & Services, Price & Value, Consumer Understanding, and Consumer Support. Include short explanations in plain English. Use a clean, trustworthy style with blue tones suitable for financial services.”
2. How Our Firm Delivers Good Client Outcomes
Prompt:
“Design an infographic showing how our financial advice process aligns with the FCA Consumer Duty. Show steps like fact-finding, suitability assessment, ongoing service, and fee transparency. Link each to one of the four Consumer Duty outcomes. Use a clear layout with checkmarks, icons, and corporate colours.”
3. Assessing Value for Money in Client Fees
Prompt:
“Create a comparison chart illustrating what a client receives at different fee levels. Include service tiers (e.g., initial planning, ongoing reviews, investment management), mapped against total cost. Add annotations about value, transparency, and ongoing support. Use a neutral professional design with muted accent colours.”
4. The Advice Lifecycle and Consumer Duty Touchpoints
Prompt:
“Design a horizontal timeline infographic showing key stages of the financial advice lifecycle: onboarding, recommendations, implementation, reviews. For each stage, include a note on how Consumer Duty is met (e.g., clear documentation, fair pricing, customer support). Style should be formal, clean, and easy to read.”
5. Vulnerable Clients and Consumer Duty
Prompt:
“Create an educational infographic showing how firms identify and support vulnerable clients under Consumer Duty. Include icons for health, life events, financial resilience, and capability. Use inclusive, friendly visuals and add brief guidance on tailoring communication and support.”
Tips for refining your visuals
AI images often need small tweaks to be fully usable. Here are some follow-up prompts that help:
- “Increase size of key numbers and bold the text”
- “Use darker colours for better contrast”
- “Add placeholder logos for firm branding”
- “Replace dollar signs with pound symbols”
- “Adjust numbers to reflect UK tax bands and retirement ages”
- “Reformat as landscape for use in a client PDF pack”
Compliance and brand consistency: Don’t skip this part
Before sharing AI-generated visuals with clients:
- Check, check, and triple check the facts are right: AI can misunderstand financial assumptions, so verify all data points—especially numbers, labels, and timelines.
- Add appropriate disclaimers: Especially if showing hypothetical or modelled outcomes.
- Keep tone and terminology consistent: Edit text elements to match your firm’s voice and UK regulatory norms.
- Use generic data for templates: You can add personalised figures later using your own tools.
Build your own prompt library
Once you find prompt structures that work, save and reuse them. Over time, you can build a personal bank of infographics tailored to your advice process, ready to drop into reviews, onboarding packs or marketing materials.
And don’t forget to ask clients for feedback:
“Did this make the concept clearer?” or “Was this more helpful than a spreadsheet?” can guide your refinement.
Final thought: Turn understanding into action
As an adviser, you’re not just delivering information, you’re helping clients make confident decisions. Well-crafted visuals don’t just look good; they support clarity, engagement, and trust.
With a little practice, AI-powered infographics can become a natural part of your toolkit - improving both your conversations and your client experience.
Sarah Paul
Chief Operating Officer
Panacea Adviser
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