In November, we shared Part 1 of our two-part series on how AI is reshaping the future of marketing for mid-size banks and credit unions, enabling them to move faster: automating workflows, simplifying A/B testing, and cutting down content legal review cycles. Now, we shift to the growth side — because AI doesn’t just make…
AI is transforming how mid-size banks and credit unions operate, communicate, and compete — and the shift is happening fast. As consumers become more selective and digital expectations rise, marketing teams are feeling the pressure to do more with less: faster campaigns, tighter compliance, and more personalization across every channel. This two-part series explores how…
Consumer banks and insurance companies face multiple challenges in the race to launch marketing campaigns that are both compliant with state and federal regulations, as well as high-performing. The educational infographic, Agentic AI for Marketing Compliance and Performance, explains how Agentic AI is already helping financial services marketing and legal teams overcome challenges — regulations,…
By Taylor Mahoney, VP of Solutions Consulting Picture this. The Federal Reserve has just dropped interest rates. So, your marketing team has raced to prepare copy for a timely mortgage product campaign designed for likely first-time home buyers. The messaging is compelling and you’re excited to get it out the door. Fast. Your competitors are…
Persado maximizes the performance of messages exposed through digital channels at each stage of the customer journey (from acquisition to customer retention, including onboarding). On one hand, by maximizing the performance of digital marketing campaigns for a given audience, resulting in a significant increase in leads, relationship initiations, cross-selling, or up-selling. On the other hand,…
The adoption of generative AI (GenAI) is transforming industries, with financial services at the forefront of this evolution. However, as banks and other financial institutions embrace AI’s promise, they face a pivotal challenge: how to balance innovation with strategic risk management while maximizing ROI. In this blog, we explore key considerations for integrating AI effectively…
It’s no secret that today’s consumers expect more than generic messaging from the brands they trust. And yet, new data suggests that banks are falling short on personalization, pushing many customers to consider other options. According to a study from Motivation AI company Persado, 45% of consumers would consider switching banks for one that prioritizes…
Large Language Models (LLMs) have become a transformative force in the marketing industry. Their sophisticated algorithms and vast data processing capabilities can automate and optimize a wide array of marketing functions, including content creation and management, ad copywriting and customer interaction, personalization and SEO enhancement, and market insights and campaign optimization. Through these applications, LLMs…
Just over half of all marketers are using or experimenting with Generative AI at work, according to a recent survey. Basic content creation, writing copy, inspiring creativity—these top three AI-generated content use cases point to some of the ways in which marketers are already integrating this new technology into their processes and workflows. We cannot…
The credit card business has seen its ups and downs in recent years. Growth in debit-first digital wallets like ApplePay, Google Pay and PayPal, Buy Now Pay Later (BNPL) alternatives, and higher interest rates have challenged credit’s dominance as the e-commerce payment method of choice. Combine that with COVID-19-related spending declines and balance payoffs, and…