How a non-developer marketing leader shipped a working AI competitive intelligence agent in a week. Plus two other AI things I built this year and what it means for the buy versus build conversation in financial services.
A three-question filter I run on every AI vendor pitch in the first thirty minutes. Architecture, customer usage, governance. If a vendor cannot answer them in plain English, the conversation is over.
I ran the same prompt through five AI tools, asking each to recommend a credit union. The institutions named were not the ones with the largest marketing budgets. Three patterns and a starting playbook.
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.
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.