AI Marketing is email marketing for credit unions and community banks: you create a campaign, filter the members it goes to, and Lisa writes it from your approved pages in each member's language. Only members whose consent allows it are mailed, and a reply with a question is answered or reaches the right banker.
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7 days free · per company, never per seat · nothing to install


Campaigns
Each campaign becomes one mail per member in the group you filtered, written from your knowledge in the language that member reads.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Tell the members of our north branch about the new Saturday hours.”
Lisa“I wrote the campaign to the members tagged north branch who may be mailed, in English and Spanish; it waits for your yes. Send?”
You talk. Lisa sets it up. Applied only on your yes.
How Banks & Credit Unions use it
A credit union announces its new branch hours to the members of one branch only, filtered by tag before anything is sent.
A community bank invites business members to a cash-flow workshop, with the invitation, the reminder and the thank-you mail tracked.
A member replies to the newsletter asking how to join the youth savings program, and the answer comes back from your knowledge.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to AI E-mail or get it inside a solution · See pricing › · Per company, never per seat.
Campaigns
Member newsletters, branch news and event invitations, each to the group it is meant for.
Pick the group by tag, kind of contact, source, country, language or the date of the last contact; the filters read the records your team already keeps.
The AI drafts from your website and policies, so the mail says what your institution really offers; a person edits, and every version is kept.
Read the campaign in every language it will be sent in, English, Spanish or Vietnamese, before a single mail leaves.
A homebuyer seminar or a financial literacy evening gets its invitation, reminder and thank-you, and each registration lands on the member's record.
Consent
AI email marketing for banks keeps the rules on every send, whoever pressed the button.
Each contact carries an opt-in state, and only those who may be mailed receive a campaign; an unsubscribe holds forever.
At most 50 marketing mails a day to start, at least 90 seconds between two sends and a random pause; the rest waits for tomorrow.
Members receive the mail during their own day, by the sending hours you set, from your own domain with its three checks live.
Questions & answers
Yes, within your rules. The AI drafts each campaign from your approved pages and policies, a person of your team edits it and every version is kept, and the campaign leaves only on your yes, to the members whose consent allows it.
Only the group you filter, by tag, kind of contact, source, country, language or the date of the last contact, and of that group only the members whose consent allows marketing mail. A frequency cap stops any member from receiving too many marketing mails.
Only a published rate your approved pages carry, with its date and a link to your rates page, and a person reads every version before it leaves. No campaign promises a personal rate, an approval or who qualifies.
It is honored at once and forever: that member never receives marketing e-mail again. Service messages from your other modules are separate, and every unsubscribe stays on the member's record.
Each member's record shows delivered, opened, clicked and replied, and each campaign shows its totals. The deliverability report adds bounces, complaints and your sending domain's health, which must read PASS on all three checks.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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