A free, plain-language guide to AI agents for bank and credit union marketers. Learn what agents actually do, how ChatGPT, Copilot, Gemini, and Claude really compare, and how to put them to work without putting your bank at risk.
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Most marketers have only seen AI answer questions. Agents can do the work — research, analysis, drafts, even simple tools.
ChatGPT, Copilot, and Gemini — multiple licenses, no guidance, and no time to figure out which fits which job.
Fear of a data leak or a finding keeps good marketers on the sidelines. This guide answers all three — in about 20 minutes.
The chat → assistant → agent ladder, and the one mental model that makes it click.
ChatGPT, Copilot, Gemini, and Claude side by side — including the watch-outs vendors don't lead with.
Start with what your bank already licenses and governs.
Copy-paste prompts, each with a risk level and a review step.
What you can do on your own, and what needs compliance, security, or IT.
10 questions to bring to IT and compliance, so you know exactly what you're approving.
Using AI is a communication skill, not a coding skill. The guide includes our seven-part brief — the same structure you'd use with a sharp new hire.
"Analyze our campaign results and tell me what to do."
"Goal: a one-page summary of Q3 deposit campaign results for our CMO. Use the attached spreadsheet (sample data). Plain language, no rate claims. Finish with three takeaways, one chart, and one recommendation. Ask me before using any other data."
No technical background needed.
We've spent more than 20 years in technology and financial services — from infrastructure and digital banking to product, pricing, and marketing — helping institutions bring new technology to market. Today we help marketing teams make AI actually work: practical, plain-spoken, and built for regulated industries.
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No. The guide is written for marketers, not engineers. If you can write a creative brief, you can direct an AI agent.
No. It's general education to help you work confidently and ask the right questions. Always follow your institution's policies and check with your compliance, legal, and IT teams.
No. We're independent, so we can tell you the honest trade-offs.
Get the free guide and learn which tool to use, how to brief it, and how to keep your bank safe.