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How AI Helps Mid-Size Banking Compete | Agentic AI for Banking Compliance & Marketing (Part 1)

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 …

How Tariffs Are Forcing Brands to Pivot Marketing Campaigns This Holiday Season

Holiday season 2025 is introducing a new set of norms for retailers amid ongoing tariff pressures. In the face of increased costs of materials, sourcing shifts, and ever-more cautious spenders, marketers are adjusting their Black Friday strategies and use of language — and doubling down on certain incentives — to court and convert consumers this …

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How Agentic AI Balances Compliance & Performance in Financial Services Marketing

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, …

Calculating What Your Bank Spends on Marketing Compliance Reviews

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 …