The Genovo AI Assistant (Gena) will be deployed in an increasing number of areas of Genovo as its reach is expanded. One of the first times you'll come across Gena is when creating a report - Gena is one of the four report creation methods.


Artificial Intelligence is deeply impressive, but it has its limitations. Therefore, there are some good practices that will greatly increase the likelihood of success when using the Genovo AI Assistant report creation method.


Gena must make three decisions:

  1. Which report type to select from the five Genovo report types.
  2. Which report sections to add into Report Builder.
  3. Which plans to import from your back-office system (assuming your Genovo account is integrated with your back-office and you’re working with an integrated client).


Gena is initially looking for one or more advice scenarios in your prompt, for example:

  • "Top up John's existing Aviva investment bond", or 
  • "Take out a new GIA with Transact", or
  • "Top up John's existing Aviva investment bond and take out a new GIA with Transact" (This prompt contains two advice scenarios)


Once Gena has identified the scenario(s), it then looks for up to four entities in for each scenario:

  1. Action – e.g. ‘Top-up’, ‘Switch’, ‘Increase the contributions’, etc. This will help to determine the report type.
  2. Adjective – e.g. ‘existing’ or ‘new’ (this determines whether to add a review section, or a recommendation section). If you don’t state an adjective, Gena will assume you mean ‘existing’
  3. Provider – This helps Gena to locate the required plan in your back-office.
  4. Product Type – This also helps Gena pinpoint the required plan in your back-office. It also helps Gena to select the appropriate report section.


So – a very simple, but really good single advice scenario prompt might look something like this:



When this prompt is entered into the 'User prompt' text box and Analyse is clicked, Gena will analyse the prompt for the various entities and it will show the results, as follows:



Gena has found all four entities and has been able to determine the most appropriate report type, the required sections, and it knows what plans to search for in the CRM.


If you know the client very well, and you know he only has one investment bond, you might be tempted to write:

You clearly know what the advice scenario is, but you haven’t given Gena much to go on, so the results from the 'Prompt entities' checker and 'Prompt score' won't be so good.



Gena has (understandably) not identified the adjective or the provider and as a result, the confidence level for the report type is very low, and the sections and plans is quite low.


If any entity is missing, the prompt results will reflect the missing entity, by not colouring the entity icon green.  If an entity icon is grey, it is missing from all scenarios. If it is coloured amber, it is missing from some scenarios. When an entity icon isn't green, you can hover over it to find out what’s missing:



Whilst aiming for all four entities is good practice, it isn't mandatory. Some prompts may deliberately exclude an entity. For example:


Review all of John's existing investments


This deliberately omits the providers, because the advice scenario is to review all of the client's investment plans. In instances such as this, whilst the entity checker and the prompt strength won't be perfect, the prompt is still valid and the report can still be created.


Initialisms, acronyms and abbreviations


Gena will always prefer to be given the full name for a provider or a product type. However, we accept that jargon, initialisms (e.g. 'VCT'), acronyms (e.g 'SIPP') and abbreviations are an accepted part of our profession. Gena has been trained on many of these such as:


  • Scot Eq, Pru, L&G, Std Life.....
  • ISA, GIA, FAD, UFPLS, VCT, EIS, OEIC, TIP, DB, DC, FSAVC, SSAS, SIPP, DFM, ESG, CIP


and many more...


That said, there are limits. If you're using Genovo's speech to text feature, it may struggle with "UffPlus", "Oik", "Qurops" or similar.


Multiple-scenario / multiple-action prompts


The simpler the prompt, the better chance Gena will have to identify the required entities and correctly select the report type, sections and plans. However, advice scenarios aren’t always that simple, and sometimes there may be:

  • Multiple actions on a single plan
    • “Top up his existing Transact ISA and then rebalance the model portfolio”
  • Single actions on multiple plans
    • “Increase the regular contributions to John’s existing Aviva SIPP and Jane’s existing Aegon PPP”
  • Multiple actions on multiple plans
    • “Top up John’s and Jane’s Transact ISAs, then switch the underlying investments of both plans, and take out a new Transact GIA”


The key is to try to ensure that each advice scenario contains the required four entities.


Gena's Golden Rules


These hints and tips will help you get good results when using the Gena report creation method:

  • Your prompt should cover any existing or new plan(s) you are looking to include in this report and what action you are looking to take with them.
  • Specifying the product type is important. If you say “Review all their pensions”, you will ONLY get plans that are available to the Review of Your Existing Pension Plans section (i.e. fully uncrystallised plans). If you want to include crystallised or partly-crystallised plans, you’ll need to say “Review all their pensions and retirement income plans” which will also include any plans in the Review of Your Existing Retirement Income Plans section.
  • It is best to use the full name for the product type – for example, simply using “pension” in the prompt when the plan is recorded as a Group Personal Pension may result in the plan not being imported.
  • If using speech to text, speak clearly and deliberately, as though you were talking in technical terms to someone for whom English is not their first language.
  • If using speech to text, check the prompt and make any edits / tweaks before clicking 'Analyse'.
  • Be complete – “Top up his ISA” may work, but “Top up John’s existing Transact stocks & shares ISA” will work.
  • Try to include the four entities in the prompt – Action, Adjective, Provider, Product type (remembering that if you don’t provide an adjective (existing, current, in force, new, proposed, draft, etc) then Gena will assume it’s an existing plan.