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, time constraints, legal costs, engagement, and performance considerations — to generate and optimize copy that is both compliant and predicted to engage customers, from acquisition to retention to adoption of additional products and services.
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How can financial services use AI to be more efficient and effective in writing and editing marketing copy?
In the era of Generative AI (GenAI), the race to market for banks, fintechs, credit unions, and insurers is won by leveraging three core practices:
- Agentic AI for automated risk analysis and resolution
- Legal teams who can collaborate on reviews and approvals within marketing workflows
- An AI-powered marketing content solution that is built on a dataset of marketing message performance, balancing content compliance with performance
How is Agentic AI being used in marketing today?
Agentic AI is being used by financial services companies to identify, explain, and automatically resolve compliance risks within content (web, email, SMS, social media, video, and other channels). It is also used by these institutions to optimize performance of that copy.
More advanced AI solutions use AI agents for regulations, marketing, and content library oversight — all working together to analyze the original customer communication, alert marketers to potential concerns within the copy, and provide alternative language that will be more compliant from the start. For example:
- Regulation agents that determine which regulations are relevant to the customer communication, then an AI agent for each applicable regulation determines whether that content adheres to that regulation or not (such as FTC Act Section 5 and Endorsements, UDAAP, ECOA, FSRA, C.A.R.D, TCPA, and more)
- Marketing agents that assess message content for performance, as well as brand alignment
- Library and oversight agents that validate content, resolve issues flagged by the other AI agents, and capture market and company precedents
Library and oversightagents that validate content, resolve issues flagged by the other AI agents, and capture market and company precedents
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How can financial services marketing teams create copy that is compliant and engaging?
If the marketing AI solution is trained on a specialized dataset of consumer interaction and transaction data that continuously learns and refines language for better emotional response and engagement, the AI can also provide a score about expected message performance.
In turn, financial services marketers can better balance the content’s compliance with Federal and state regulations with performance — that is, the ability to engage customers and drive actions (clicks, conversions, mobile app downloads, loan or policy application completions, and more).
How can I measure the impact of AI tools use in Marketing?
By using AI Agents to balance content performance, brand voice, and compliance from the start, even within design tools such as Figma, marketers and copywriters realize up to 85 percent fewer compliance rejections, limiting the back-and-forth reviews that can stall campaign launches for weeks.
Financial services teams using an AI platform for content generation that is grounded in performance data see 43 percent more conversions, on average. This is easily measured by comparing performance of the original (or control) copy with the engagement of the AI-optimized message variants.
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How do you plan to use the AI to optimize your marketing content?
Contact Persado for a demo or to explore the benefits for your organization.
You can view the full Agentic AI for Marketing Compliance and Performance infographic here.
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