TL;DR Customer acquisition cost is the metric every marketing leader has been judged on for the last fifteen years. It is also a metric that is getting harder to compute every quarter, for reasons that have nothing to do with the marketing team’s competence. Three different metrics are starting to take over the CAC conversation […]
TL;DR I have been in some version of the same conversation about AI inside credit unions for the last twelve months. The conversation starts well. Somewhere in the middle, one of three objections shows up. The conversation stops moving forward. Below are the three objections, why each of them is reasonable, and the framing I
TL;DR I have now audited 404 websites for AI visibility across 176 unique domains, with 67 of those audits running at high-reliability standards and 103 sites carrying repeat audits over time. The data is not flattering for most of financial services. Twenty-three percent of audited sites score below 50 on AI/GEO discoverability, which is a
Why quarterly CI decks are being replaced by always-on agents, and how financial institutions can build autonomous competitive intelligence systems.
When consumer AI agents act on behalf of members, banks and credit unions will need to rethink who the customer is and how to serve them.
AI visibility readiness was round one. Agentic readiness is round two. A six-dimension scoring framework for the next gap financial institutions face.
Three practical, low-risk agentic AI pilots that credit unions and community banks should run this year, and the results to expect.
It’s the end of another week, and I want to leave you with something worth carrying into your Monday planning. Not a prediction. Not a trend piece. Actual data pulled from the Gleam Strategies platform: 404 AI visibility audits across 176 unique websites, with financial institutions making up the majority of the dataset. I’ve been
AI is changing how community banks and credit unions identify merger and partnership opportunities. A practical look at how matchmaking works and what comes next.
GEO got your financial institution recommended by AI. Agentic trust is what gets you chosen when the AI is the one opening the account. Here is what comes next after GEO for banks and credit unions.