Harness the Power of AI in Your Marketing Strategy
April 9, 2026
Live Webinar
DateApr 9, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Artificial intelligence is reshaping how financial institutions plan, create, deliver, and measure marketing strategies.
This webinar will explore how to responsibly use
tools like generative AI and automation to accelerate execution, reduce manual
effort, and enhance consistency and performance across channels, while still
keeping humans firmly in control. Walk away with a clearer understanding of how
AI use can provide a competitive advantage for your institution, helping
marketing teams work smarter, move faster, and deliver more relevant
experiences to the communities you serve.
KEY WEBINAR TAKEAWAYS
- Practical, institution-safe ways to use AI in your marketing today, including content creation, campaign planning, SEO support, email, and social media workflows
- Using AI to increase efficiency and output without increasing headcount or sacrificing brand consistency and compliance standards
- Common concerns around data privacy, compliance, and internal adoption
- What data should and should not be used with AI tools, and how to establish internal guardrails that protect accountholder information and institutional trust
- How AI can be utilized to improve personalization, performance insights, and decision-making across digital channels
BONUS MATERIALS
- Each participant will get private access to a custom generative pre-trained transformer (GPT) to help with the creation (or refinement) of their FI’s AI policy
WEBINAR DETAILS
Unlock AI’s
potential to supercharge your marketing strategy! AI can provide powerful tools
to drive engagement, personalize campaigns, and optimize conversion. This
session will show marketers, innovation leaders, and financial professionals
how to harness data-driven insights, automate processes, and deliver smarter,
faster results. Learn practical strategies to turn AI into a competitive
advantage and elevate your institution’s marketing game.
WHO SHOULD ATTEND?
- Marketing directors
- Compliance officers
- Retail banking managers
- Senior-level executives
- Technology and operations
- Human resource managers
- Digital transformation/innovation
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presented By

WSI & The LinkedBanker
Other Webinars That Might Interest You

Treasury Management: A Powerful Tool to Increase Deposits & Fee Income
by Marcia Malzahn

Advertising Compliance Part 2: Electronic Advertising, Including Social Media, Internet & Texting
by Shelli Clarkston

AI Series: Auditing AI & Automation: Are Controls Keeping Up with Technology?
by John Moeller

UPDATED Financial Industry Essentials Module 8: Identity Theft, Red Flags & Fraud
by Molly Stull

Ready to Lead: Building Confidence for the Next Step in Your Career (Complimentary)
by Tamra Gaines

Website Compliance: ADA Requirements, Common Issues & Best Practices
by Dawn Kincaid

Advertising Compliance Part 1: Text, Print, TV & Radio
by Shelli Clarkston

Building a Successful Cross-Selling Platform
by Tim Tivis

UPDATED Financial Industry Essentials Module 9: Fair Lending, Including UDAAP Basics
by Molly Stull

Social Media & Financial Institutions: Balancing Engagement, Compliance & Risk
by Shelli Clarkston
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC



