Know where you stand
Free · 5 minutes
The AI readiness diagnostic benchmarks your organisation across the five AIMAR dimensions and sends a personalised report — a shared baseline before you spend anything.
Take the diagnostic →Sector · Financial & Professional Services
AI marketing with the governance
your compliance team demands.
Banks, insurers, law firms and accounting practices face a double bind: clients expect modern, personalised digital experiences, while regulators and partners demand control over every public word. The answer is not avoiding AI — it is adopting it with governance designed in from day one.
The Shift
Trust is your product.
Governed AI protects it.
Your clients research financial products and legal services the way they research everything else now — search, social proof and AI assistants. Institutions with clear, educational content win consideration long before a branch visit or consultation.
At the same time, ungoverned AI use is already happening inside your organisation: staff drafting client communications with public chatbots, unreviewed content going to social media. The risk is not adopting AI — it is adopting it informally. A proper strategy defines approved uses, review gates and accountability, so marketing moves faster and compliance sleeps at night. This is where the AIMAR Framework's governance stage does its heaviest lifting.
Where AI Pays Off
Six places AI earns its keep
in regulated marketing.
Compliance-aware content workflows
AI-assisted drafting with human review gates and audit trails, so speed never outruns your approval process.
Client education at scale
Explainers, FAQs and financial-literacy content that build trust and win consideration — produced in days, not quarters.
Thought leadership for partners
Turn partner and executive expertise into a consistent publishing programme that wins referrals and mandates.
Segment personalisation
Tailor campaigns for SME, retail, private-client and diaspora segments using the data you already hold.
AI usage policy & guardrails
Clear rules for what staff may and may not do with AI tools — the control document your compliance team is asking for.
Board-ready measurement
Attribution and reporting that translates marketing activity into the language your board and regulators expect.
How We Work With Financial Services
Three ways to start, matched
to where you are.
Train your team
from $999 USD · half-day team workshop
Workshops for marketing and client-facing teams in regulated environments — prompting, AI content and brand-risk guardrails, aligned with your compliance requirements.
See training packages →Build the strategy together
$1,700 USD · monthly retainer
Monthly senior guidance for institutions — an AI marketing strategy with governance, approved-use policies and board-ready reporting built in from the start.
Explore the retainer →Move first in your market,
without the compliance risk.
Talk to us about a governed AI marketing strategy, or take the free 5-minute readiness diagnostic and bring your score.
Talk to Us See Client Results