ProElevate gives your credit union a human-supervised AI workforce — agents run local search, campaigns, member onboarding, and follow-up every week; our financial-services experts review everything; you approve what ships. Without adding headcount.
A real month. This is the work the agents run, the experts review, and your team approves.
Marketing work on the list
Generic marketing tools do not know what a common bond is, why a rate page cannot go stale, or what §740.2 asks of an advertisement. This does.
When someone in your county asks ChatGPT or Gemini where to get an auto loan, the answer includes you — with your rates.
Every asset pre-screened against §740.2, Reg B, and UDAAP before your compliance officer sees it. Review is a signature, not a rewrite.
Products, rates, financial-wellness content — drafted in your voice, updated before members notice they are stale.
Direct deposit, debit activation, the first loan conversation — every new member gets the full sequence.
Cross-sell outreach drafted, staged, and waiting for sign-off — nothing slips.
CAC, member LTV, share of wallet — from GA4, Search Console, ads, and your core/CRM where connected.
Not from a campaign. From being the answer when someone asks an AI where to bank.
of new leads arriving through AI assistants rather than search or advertising.
Source: United Texas Bank. A channel that did not exist in their pipeline a year ago.
Get found
Deepen every relationship
Know what it returned
Each agent runs continuously, supervised by a trained ProElevate expert. The tier on every card tells you exactly how much rope it has.
The report your board asks for, without anyone building it. Unifies GA4, Search Console, Google and Meta ads — plus core and CRM data where connected — into one leadership dashboard: CAC, member LTV, share of wallet, ROI. Weekly and month-end.
The name AI gives when someone asks where to get a loan in your market. Technical, on-page, and local SEO — and AI-search visibility across ChatGPT, Gemini, and Grok.
Auto-loan push. HELOC season. New-member drive. From a brief to ready-to-run creative across Google, Meta, LinkedIn, and email — staged in your approval queue, never sent without you.
Rate pages, financial-wellness posts, the member newsletter — a month of content planned and drafted, in your voice, inside your compliance rules.
Direct deposit, debit activation, the first loan conversation. Every new member welcomed with the right sequence, on time.
Single-product members, quiet accounts, lapsing relationships — drafts the outreach that deepens them, ready for sign-off.
The whole department, delivered as a supervised monthly service.
Sites built to turn local search into applications and enquiries.
Onboarding, cross-sell, and win-back journeys that run without chasing.
Local rankings, Google Business Profile, and answers inside ChatGPT and Gemini.
Campaigns, member newsletters, and video — drafted, staged, approved.
Every piece of work passes two human checkpoints before a member ever sees it. Ours, then yours.
Agents run the marketing from start to finish — local search, campaigns, content, member onboarding, follow-ups. Continuously, not in bursts when someone finds an afternoon.
A trained person on our team reviews everything the AI produces before you ever see it. You are not proofreading a robot — you are reviewing finished work.
Nothing goes out to a member or the public until you approve it. Compliance and brand stay entirely in your hands, with a record of every decision.
Nothing goes out to a member or the public until you approve it.
Every agent is steered by a trained ProElevate specialist who knows FI marketing and FI rules — they review the work, tune the agents, and stay accountable for quality.
You are never operating software alone.
Every agent runs inside a defined risk tier with a matching human checkpoint. The higher the regulatory stakes, the tighter the leash — and your compliance officer always holds the last one.
Read-only, advisory agents — analytics, SEO, reporting. They watch, learn, and recommend. Our experts monitor and your team can override at any time.
Agents draft and stage the work — campaigns, content, outreach — but never publish. Nothing goes live without human approval.
The Marketing Compliance Agent pre-screens every asset against NCUA §740.2, Reg B, and UDAAP before it reaches your compliance officer — review becomes a signature, not a rewrite. Your licensed officer makes the final call.
No agent output reaches Facebook, LinkedIn, Google, your website, or a member inbox without human approval.
Review the human-supervised security modelPowered by your existing stack
How the engagement works, who reviews the work, and where your compliance sign-off sits.
Six AI agents cover the jobs a full marketing department would: Pulse for analytics and board reporting, SEO & AI Visibility for search, Campaign Creation, Content Planning & Creation, Customer Onboarding, and Account Management. The agents do the labor continuously while trained ProElevate experts steer and review them; your team keeps every judgment call and approves anything that reaches a member or a public channel.
Yes. A dedicated Marketing Compliance Agent pre-screens every asset for advertising accuracy (NCUA §740.2), common-bond eligibility language, fair lending (Reg B), and UDAAP before it ever reaches your compliance officer — who still makes the final decision.
A Data Unification Agent connects your core banking system, CRM, and ad platforms into one clean member view. That single source of truth powers segmentation, personalization, cross-sell triggers, and closed-loop attribution across every other agent.
That is exactly what the SEO & AI Search agent works on. When people ask an AI assistant where to open an account or finance a car, most credit unions are not mentioned at all — the answer names national banks and comparison sites instead. We structure your site, content, and off-site presence so your credit union is a citeable answer to those questions in your market, and we report on where you appear.
An always-on, LTV-based approach: authentic video and member stories, financial-wellness content and SEO, life-stage cross-sell offers, and personalized lifecycle journeys — the exact playbook McKinsey recommends for closing the digital gap with younger members.
Your member data stays yours. Agents operate on your connected systems with your controls, and no output reaches an external channel or a member inbox without human approval.
No — it multiplies them. Our AI agents and human experts work as an extension of your team: your people set strategy and keep command, while the agents and our experts remove the manual labor so a lean department operates like a much larger one.
The usual model sells you a retainer: their hours, your patience. ProElevate is a human-supervised AI workforce — the agents produce the work of a full marketing department every week, trained experts review it, and nothing ships until you approve it. You get the judgment you would expect from the best outside partners, at a fraction of the headcount or the retainer.
Yes. The same human-supervised workforce serves community banks — if you have been searching for a bank marketing agency, the model is identical: agents do the labor, people keep every judgment call, and compliance review is built into the workflow.
Comparing agencies? Read how to choose a credit union marketing agency.
Not a slide deck — the real campaigns, pages, and member journeys, with the review trail attached. Half an hour, no obligation.
