Chief Product Officer, Alpina Digital โข Alpina AI Academy Expert
AI Community Partner โข Founder annonce.market โข Founder hamidun consulting
Launched AlpinaGPT โ a platform providing access to 27+ AI models for thousands of corporate users.
10+ years of experience in digital transformation and building technology products.
๐ Education
MIPT (Master's Degree)
Academic Supervisor, MIPT Department of Technological Entrepreneurship
Certified Business Trainer, ICF Coach
Tracker and Mentor at MIPT Startup Accelerators
๐ Teaching
Speaker at๐ค AI conferences (Agile Days, Neuroprokachka)
Co-author of "AI in Action" course for Alpina AI Academy
AI saves 70-80% of time on routine communication, allowing you to focus on strategic tasks
CASES: COMMUNICATIONS
EMAILS AND MEETING PREPARATION
๐ Case: Email to a corporate client
CONTEXT:
A new HNWI client is interested in FP Wealth Solutions wealth management services.
Assets: $5M+, requirements: diversification, tax optimization.
TASK:
Write a welcome email with:
โข Greeting and thanks
โข Description of the partnership process (5 steps)
โข Corporate client requirements
โข Next steps and contacts
TONE:
Friendly but professional.
๐ Case: Meeting preparation
CONTEXT:
Meeting with a high-net-worth client, business owner.
$10M+ portfolio transfer to FP Wealth Solutions management.
TASK:
Prepare meeting materials:
โข Competitor analysis (UBS, Julius Baer, Credit Suisse)
โข Our value proposition
โข 5 key talking points
โข Typical objections and responses
โข Partnership program
FORMAT:
Bullet points, 1-2 pages
PERPLEXITY FOR SEARCH
PROFESSIONAL RESEARCH IN 10-15 MINUTES
โ What makes Perplexity unique
Search + AI
โข Current data
โข Source references
โข Structured answers
Fast
โข๐ Analysis in 10-15 min
โข Fact checking
โข Market research
โ Application for FP Wealth Solutions
Compliance: Due diligence, counterparty verification
Investments:๐ Market, sector, company analysis
Relations: Partner and competitor research
Everyone: Information verification, quick facts
๐ Example queries
Counterparty check:
"Find information about company [Name] -
ownership structure, key people,
reputation, potential risks"
Comparison:
"Compare wealth management services: FP Wealth Solutions vs UBS vs Julius Baer.
Terms, fees, product lineup"
Bonus: Perplexity Pro FREE for 12 months via PayPal!
๐ธ CHAIN OF THOUGHT (COT)
STEP-BY-STEP REASONING
โ What is it?
Chain of Thought โ a technique where you ask AI to show the reasoning process step by step.
This improves answer quality for complex tasks.
โข
Without CoT:
"Calculate the yield" > Answer without explanations
โข
With CoT:
"Let's go step by step..." > Each calculation step
๐ Example for FP Wealth Solutions
Analyze the client portfolio:
1. First, evaluate the current allocation
2. Then calculate the risk profile
3. Then compare with the recommended
4. Finally, suggest changes
Show calculations at each step.
๐ธ FEW-SHOT LEARNING
LEARNING FROM EXAMPLES
โ What is it?
Few-Shot Learning โ you give AI 2-5 examples of the desired format,
and it applies that pattern to your task.
The more complete the context, the better the result!
๐ช PRACTICE: CHAIN OF THOUGHT
QWEN 3 MAX โข STEP-BY-STEP SERVICE ANALYSIS
Task
Step-by-step analysis of launching a new strategy
A new FP Wealth Premium investment strategy launch is planned.
Required:
โข Analyze the competitive landscape
โข Assess sales potential by region
โข Calculate profitability and ROI
โข Identify risks and provide a recommendation
What to do
Tool: QWEN 3 MAX (chat.qwen.ai)
File: data_portfolio_returns.csv
Technique: Chain of Thought โ step-by-step reasoning
Time: 7-10 minutes
Key point: We ask AI to show its reasoning at each stage of analysis
๐ช PRACTICE: FEW-SHOT LEARNING
CHATGPT / CLAUDE โข STANDARDIZING REQUESTS
Task
Extracting data from corporate client requests
Incoming requests need to be standardized for CRM.
CRM format:
โข Company and contact
โข Service type and volume
โข Region and timeline
โข Urgency and special requirements
What to do
Tool: ChatGPT or Claude
File: email_client_request_raw.txt
Technique: Few-Shot โ learning from examples
Time: 10-12 minutes
Key point: Give AI examples of the desired format > get consistent results
๐ช PRACTICE: ROLE PROMPTING
CHATGPT / CLAUDE โข EXPERT CONSULTATION
Task
Professional response to a client
Client asks: why is their region's profitability 15% below average?
Required:
โข Explain possible causes
โข Provide optimization recommendations
โข Maintain a professional tone
What to do
Tool: ChatGPT or Claude
Context: Corporate client, Southern Federal District
Technique: Role Prompting โ assigning an expert role
Time: 8-10 minutes
Key point: The role changes the style and depth of AI's response โ compare with a response without a role!
Context:
โข Budget: 5-7M RUB/year purchases
โข Category: B2B investment management
โข Requirements: individual strategies, personal service
What to do
Tool: ChatGPT or Claude
File: investment_products.csv
Technique: Context Engineering โ full context
Time: 15-20 minutes
Key point: The more detailed the context (Background + Constraints + Format), the better the result!
CASE 1: GAMMA โ CREATING PRESENTATIONS
GAMMA AI โข PRESENTATION IN 2 MINUTES
Business task
Create a client presentation in 2 hours
Required:
โข Prepare a proposal for a new investment project
โข Show FP Wealth Solutions advantages over competitors
โข Add charts and visualizations
โข Create a professional design
๐ก Solution with Gamma AI
Without AI: 4-6 hours to create a presentation
With Gamma: 2 minutes + 10 minutes of edits
Result: Professional presentation
Savings: 95% of design time
Tools: Gamma AI (presentations) โ gamma.app โ free up to 10 slides
CASE 2: PERPLEXITY โ SEARCH AND RESEARCH
AI SEARCH WITH SOURCES โข MARKET RESEARCH
Business task
Market and competitor research
Required:
โข Analyze trends in the financial industry
โข Find information about competitors and their pricing
โข Gather data on new technologies in wealth management
โข Prepare a report with sources
๐ก Solution with Perplexity
Without AI: 3-5 hours searching and verifying
With Perplexity: 5 minutes for full analysis
Result: Answer with source links
Bonus: Current real-time data
Tools: Perplexity AI โ perplexity.ai โ free version is sufficient to start
CASE 3: COMET โ BROWSER AGENT
AUTOMATING ROUTINE BROWSER TASKS
Business task
Procurement and monitoring automation
Required:
โข Monitor asset quotes and prices
โข Automatically fill out order forms
โข Collect data from multiple sources
โข Compare offers from different management companies
๐ก Solution with Comet
Without AI: 2-3 hours of manual work daily
With Comet: 1 command โ the agent does everything
MIDJOURNEY / DALL-E / GEMINI โข VISUALIZATION IN MINUTES
Why is this needed?
Office visualization โ show the project to clients
Presentations โ unique illustrations
Marketing โ images for social media and website
Starting frame for video โ foundation for animation
Key point: Describe what you want to see โ AI will create the image
Prompt example
Modern FP Wealth Solutions office.
Panoramic windows with a city view.
Elegant conference room with an oak table.
Soft warm lighting, premium interior. ๐ท Photorealistic render, advertising-quality shot.
For client meetings:
Consultation with a wealthy client at FP Wealth Solutions office.
Financial consultant in a business suit at the table.
Charts and analytics on the screen.
Warm light, trusting atmosphere.
Professional business photography.
Tools: ChatGPT (DALL-E), Midjourney (Discord), Gemini (Google) โ all support multiple languages
CASE: INVESTMENT PROPOSAL FOR A CLIENT
AI-GENERATED PRESENTATIONS + PERSONALIZATION IN 5 MINUTES
FP Wealth Solutions task
Personalized proposals for corporate clients
Problem:
โข Need personalized proposals for 100+ clients
โข A manager spends 3 hours on each proposal
โข No unified style and frequent errors
โข With 100 clients โ 300 hours of manager work
๐ก Solution with AI
Step 1: Claude analyzes client asset portfolio data
Step 2: Gamma AI creates a personalized presentation
Result: 5 minutes instead of 3 hours
Cost: $50/mo instead of 300 hours of labor
Savings: 250 manager hours per month
๐ธ Before: Template proposal in Word
๐ธ After: Personalized presentation (Gamma AI)
CASE 5: FAST VIDEO CREATION
VEO 3.1 + HEYGEN โข CORPORATE CONTENT IN 15 MINUTES
Marketing task
Creating video materials for FP Wealth Solutions clients
Required:
โข Video presentations of investment strategies
โข Explaining wealth management advantages
โข Scalable content without a film crew
โข Materials for different client segments
๐ก Solution with AI
Without AI: Video production from 150,000 RUB/clip
Required:
โข Analyze yield dynamics by strategies
โข Identify reasons for deviations from benchmarks
โข Find portfolio optimization opportunities
โข Prepare a report for management
๐ก Solution with AI
Without AI: 2-3 days of analyst work
With Claude/ChatGPT: 15 minutes for full analysis
Result: Charts + insights + recommendations
Bonus: Upload a file โ AI analyzes everything automatically
Tools: Claude (claude.ai), ChatGPT (chat.openai.com) โ Excel, CSV, PDF support
CASE 7: SUNO โ MUSIC CREATION
AI MUSIC GENERATION โข CORPORATE ANTHEM IN 2 MINUTES
HR/Marketing task
Creating unique corporate content
Required:
โข Corporate jingle for FP Wealth Solutions
โข Background music for video clips
โข Unique soundtrack for events
โข Music for presentations and conferences
๐ก Solution with Suno AI
Without AI: Studio from 50,000 RUB + weeks
With Suno: 2 minutes + free (up to 50 tracks)
Result: Professional track with vocals
Bonus: Commercial usage rights
Tools: Suno AI (suno.ai) โ write lyrics, choose a genre, get a finished song
CASE 8: CLAUDE โ EMAIL WRITING
CLAUDE OPUS โข BUSINESS COMMUNICATIONS IN 1 MINUTE
Communications task
Quality business emails fast
Required:
โข Personalized client emails
โข Responses to complex inquiries
โข Internal communications and reports
โข Negotiations and conflict resolution
๐ก Solution with Claude
Without AI: 20-30 minutes per quality email
With Claude: 1 minute for a draft + edits
Result: Professional tone and structure
Bonus: Takes conversation context into account
Tools: Claude (claude.ai) โ best AI for professional text
CASE 9: DEEPGRAM โ MEETING TRANSCRIPTION
AI TRANSCRIPTION โข TURNING MEETINGS INTO DOCUMENTS
Productivity task
Meeting recording and analysis
Required:
โข Automatic meeting minutes
โข Highlighting key decisions and tasks
โข Search across past meetings
โข Saving time on manual notes
๐ก Solution with Deepgram
Without AI: 2-3 hours to transcribe a 1-hour meeting
With Deepgram: 5 minutes automatically
Result: Text + timestamps + speakers
Bonus: Integration with Zoom, Teams, Meet
Alternatives: Otter.ai, Fireflies.ai, tl;dv โ all support Russian language
CASE 10: ELEVENLABS โ VOICE GENERATION
AI VOICEOVER โข PROFESSIONAL VOICE IN MINUTES
๐ฏ Content task
Voiceover without narrators or studios
Required:
โข Voiceover for training videos and instructions
โข Voice notifications for systems
โข Audio content for presentations
โข IVR and voice bots
๐ก Solution with ElevenLabs
Without AI: Narrator from 10,000 โฝ + studio
With ElevenLabs: 1 minute + subscription
Result: Realistic voice in any language
Bonus: You can clone your own voice
Tools: ElevenLabs (elevenlabs.io) โ the best voice quality on the market
WELCOME TO THE FUTURE OF WEALTH MANAGEMENT
Master AI tools that save 40-60% of your time
and improve the quality of client service
AI FOR WEALTH MANAGEMENT โข FP WEALTH SOLUTIONS โข 2026
Slide 1 of 49
๐ CASE 1: INVESTMENT PORTFOLIO ANALYSIS
Task:
Prepare a quarterly report on corporate client transactions
Instead of 10+ hours of manual work > 45 minutes with AI
Step-by-step workflow:
โก Stage 1: Data collection
Claude + PDF Analysis: Upload the portfolio operations report > AI extracts transactions into a table
โก Stage 2:๐ Analysis
Julius AI: Calculates portfolio yields, risks, compares with benchmarks
โก Stage 3: Visualization
Julius AI: Creates yield charts and strategy performance graphs
โก Stage 4: Presentation
Gamma AI: Generates a presentation for management
Prompt for Claude:
Analyze FP Wealth Solutions service portfolio:
Data: [upload portfolio report PDF/Excel]
Tasks:
1. Extract data for all strategies: name, asset class, yield, commission
2. Calculate for each strategy: yield, volatility, benchmark compliance
3. Highlight top-10 strategies by yield and top-10 underperformers
4. Compare metrics with market benchmarks for capital management services
5. Provide recommendations for service portfolio optimization
๐ CASE 2: PORTFOLIO EXPENSE MONITORING
Task:
Weekly payment reconciliation for 30+ corporate clients
Instead of 1-3 hours of manual reconciliation > 5 minutes with Claude
๐ธ ROI:
โ Without AI:
Reconciliation time: 1-3 hours/week
Human errors: possible
Report format: different every time
โ ะก Claude:
Time: 5 minutes of analysis
Accuracy: 100%
Consistent format + email templates
Savings: 95% of time
Prompt for Claude (Few-Shot):
Reconcile portfolio management expenses for the current month.
EXAMPLE FORMAT:
Client: Alfa-Capital LLC
Per contract: 5,500,000 RUB/month
Received: 5,500,000 RUB
Status: Paid in full
Client: Southern Investments LLC
Per contract: 3,200,000 RUB/month
Received: 0 RUB
Status: โ ๏ธ 12 days overdue
Action: Send notification
๐ CASE 3: CORPORATE CONTRACT REVIEW
Task:
Review a corporate client contract for investment services
Instead of 2-4 hours of manual review > 10 minutes with Claude
Review checklist:
๐ Main conditions
Contract term and renewal
Asset volumes and management conditions
Pricing and commissions
Product range and service geography
๐ธ Risk items
Penalties for contract violations
Unilateral termination
Liability for losses
Service suspension conditions
Prompt for Claude:
You are a corporate client manager at FP Wealth Solutions with legal experience.
Review the investment services contract and create a detailed checklist.
[Upload contract PDF]
Review and structure:
MAIN CONDITIONS: term, volumes, prices, territory
โ ๏ธ RISK ITEMS: penalties, termination, returns
๐ก RECOMMENDATIONS: what to change, what to discuss
Important: AI helps with preliminary analysis, but the final review of important deals should always be conducted by a qualified lawyer!
๐ช PRACTICE: CHAIN OF THOUGHT
Task:
Step-by-step analysis of launching a new direction
A premium FP Wealth Premium strategy for HNWI clients is planned.
service_launch_data.txt โ data on the new service direction for analysis
Prompt:
Analyze the feasibility of launching a new service direction step by step:
PRODUCT: [upload service_launch_data.txt]
TASK - analyze step by step:
Step 1: MARKET ANALYSIS
Step 2: TARGET AUDIENCE
Step 3: FINANCIAL ANALYSIS
Step 4: RISKS AND OPPORTUNITIES
Step 5: RECOMMENDATION
Show reasoning at each stage.
๐ช PRACTICE: FEW-SHOT LEARNING
Task:
Standardizing client requests
Extracting data from emails into a unified CRM format
Tool:
ChatGPT or Claude
Data file:
distributor_request_raw.txt โ email from a corporate client
Prompt:
Extract data from a corporate client email into format:
EXAMPLES:
[Example 1: Morgan Stanley > structured data]
[Example 2: Family office > structured data]
Now process this email:
[paste text from distributor_request_raw.txt]
๐ช PRACTICE: ROLE PROMPTING
Task:
Expert response to a corporate client
Explain why portfolio yield is 15% below benchmark
Tool:
ChatGPT or Claude
Prompt:
You are a key FP Wealth Solutions manager with 10 years of experience in finance.
SITUATION:
Management company, $50M+ AUM, good performance.
Yield is 15% below expected.
TASK:
1. Explain reasons for low margin
2. Provide improvement recommendations
3. Propose an action plan
Style: professional but clear.
Experiment:
Compare the response with a role and without a role:
"Why is the client's profitability 15% below expected?"
๐ช PRACTICE:๐ CONTEXT ENGINEERING
Task:
Commercial proposal for an asset portfolio
HNWI client looking for a financial partner with full context
Tool:
ChatGPT or Claude
Data file:
investment_strategies.csv โ FP Wealth Solutions program strategies and conditions
Prompt:
Prepare a commercial proposal for a corporate client.
BACKGROUND: Management company, 30+ clients, AUM growth 15%/year
CONSTRAINTS: 5-7M RUB/year, margin from 25%, 12 months
CRITERIA: capital management services, corporate clients, B2B
FORMAT:
1. Comparison table
2. Pros and cons
3. ROI for 12 months
4. Recommendation
DATA: [upload investment_products.csv]
๐ CASE: NANO BANANA PRO โ SERVICE INFOGRAPHIC
Task:
Create a professional commercial proposal without a designer.
Service source data:
Strategy: FP Wealth Premium Plus
Minimum threshold: $1M
Management fee: from 0.5%
Category: personal capital management
Features: online portal, personal manager
Client rating: 4.8 out of 5
โก Step 1: Photo generation in Gemini 2.0
๐ก Prompt for Gemini
Generate a photorealistic image of a modern B+ class office building exterior in Moscow, 8 floors, glass facade with blue tint, underground parking entrance visible, sunny day, professional real estate photography style
โก Step 2: Infographic overlay in Nano Banana Pro
๐ก Prompt for Nano Banana
Add professional real estate infographic overlay:
- Top left: Building name on dark background
- Top right: Class badge in green
- Bottom left: Area and floors
- Bottom right: Price in orange
- Bottom bar: Location, parking, occupancy icons
Savings:
Parameter
Designer
AI
Time per 1 proposal
2-3 days
2 minutes
Cost per proposal
5 000 โฝ
~8 โฝ
50 proposals
250 000 โฝ
400 โฝ
๐ CASE: VEO 3.1 + HEYGEN โ CORPORATE VIDEOS
Task:
Create a corporate video to promote capital management services
Without a film crew โ AI tools only
Platform: higgsfield.ai
Step-by-step workflow:
โก Step 1: Nano Banana
Generate reference images for each scene (4 scenes = 4 images)
โก Step 2: Veo 3.1
Upload image > animate into video 3-4 seconds per scene
โก Step 3: Editing
Combine clips in CapCut/Premiere, add music and text
โก Step 4: Publishing
Export MP4 for Instagram Reels, YouTube Shorts, TikTok
Scenario "The Power of Transformation" (4 scenes):
Scene 1: Client problem (0-3 sec)
Portfolio manager reviewing portfolio reports.
Piles of papers, chaos, displeased expression.
Office lighting, gray tones.
Cinematic shot, high quality, 8K.
Atmosphere of stress, need for a solution.
Scene 2: Solution โ FP Wealth Solutions office (3-7 sec)
Modern FP Wealth Solutions office, premium interior.
Laptop with analytics nearby, smartphone.
Soft warm light, business atmosphere.
Office close-up, premium B2B effect.
Satisfied FP Wealth Solutions client in a modern office.
Confident smile, approval gesture.
Bright lighting, FP Wealth Solutions logo on screen.
Space for text (contacts + benefits).
Tagline for the clip: "FP Wealth Solutions โ your capital in reliable hands." File: scenario_corporate_video.txt
๐ CASE: QWEN 3 MAX โ INVESTMENT PORTFOLIO ANALYSIS
Task:
Comprehensive sales analysis with step-by-step reasoning
Instead of 2-3 days of analyst work > 15 minutes with QWEN 3 MAX
Platform: chat.qwen.ai
Select the QWEN 3 MAX model (includes thinking mode)
Categories: Equities, Bonds, Real Estate, Hedge Funds, PE, Alternatives
Regions: Moscow, St. Petersburg, Russian regions
Managers: 4 client relationship managers
Prompt:
Analyze FP Wealth Solutions portfolio operations data from data_client_portfolios.csv:
TASK:
1. Identify top-3 services by revenue and volume
2. Compare manager performance (revenue, average check, number of deals)
3. Identify seasonality and category trends
4. Find regions with the highest growth potential
5. Provide recommendations for sales optimization
Show step-by-step reasoning at each stage of analysis.
Use specific numbers from the data.
Why QWEN 3 MAX?
Step-by-step reasoning
Logic of conclusions is visible
Specific calculations
Numbers, not generalities
๐ข
Verifiability
Each step can be verified
Data file: data_portfolio_returns.csv Cost: Free (chat.qwen.ai)
