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Research Report

Speed Is a Revenue Strategy: How AI Agents Accelerate Bank Marketing

Bank marketers have spent years optimizing creative channels and customer experiences. But there's another factor driving marketing performance that's often overlooked: speed.

 

As opportunities emerge and disappear in days or even hours, many financial institutions remain constrained by weeks-long workflows, compliance bottlenecks and outdated campaign processes. New research from Cornerstone Advisors, commissioned by Persado, explores how AI agents can help banks and credit unions transform marketing speed into measurable revenue growth.

 

Learn what AI agents can do today, where financial institutions stand on adoption, how leading organizations are using them to improve marketing performance, and what a practical path forward looks like.

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What You’ll Learn in This Report

  • Why speed to market is a revenue strategy, not just an efficiency initiative
  • Which AI agent use cases deliver the greatest marketing impact today
  • Where banks and credit unions are on the AI adoption curve
  • Practical steps to deploy AI agents while maintaining governance and compliance

Report Stats At a Glance

66%

 

of bank and credit union marketing executives use generative AI for content creation today, but only about 1 in 10 institutions have adopted agentic AI

5%

 

of respondents consider AI agents a top strategic priority, while 20% said their institutions have not discussed agentic AI at all

63%

 

of respondents said that within two years, their organizations would be very or somewhat comfortable allowing AI agents to execute marketing actions autonomously within approved boundaries

Ready to See Real Results With Your Financial Institution?

Solutions from Cornerstone Advisors

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Artificial Intelligence

Turn AI into measurable business outcomes. Cornerstone's Artificial Intelligence Accelerator helps banks and credit unions move from experimentation to execution by aligning strategy, governance, data, and technology. Prioritize high-impact use cases, optimize existing AI investments, and deploy scalable solutions that deliver lasting operational and financial results.

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Performance

Cornerstone’s Performance solutions provide a wide range of consulting expertise to help clients identify opportunities to increase efficiency and productivity across their entire organization, whether it’s enhancing the digital experience or optimizing payments. We leverage these services with our proprietary tools, including Performance Vault and Analytics Vault. Armed with unparalleled insider data analytics and benchmarking intel, your bank or credit union will gain the confidence to make sound, data-driven decisions.

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About Cornerstone Advisors

For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs. From technology system selection and implementation to contract negotiations, vendor management, performance improvement programs, strategic planning, merger integration and enterprise program management, Cornerstone combines its expertise with proprietary data and research to help financial institutions thrive in today’s challenging environment. For more information, visit www.crnrstone.com, connect with us on LinkedIn and Youtube, and subscribe to GonzoBanker® for our opinionated take on all things banking.