Your new go-to-market(ing) strategy – balancing compliance and speed with agentic AI



Detailed Summary:



In this Finovate Podcast episode, Greg interviews Asaf Baciu, President and Co-Founder of Persado, an agentic AI platform that optimizes both marketing performance and regulatory compliance for financial institutions. Assaf explains how banks and fintechs currently face a significant challenge with disjointed marketing and compliance teams, resulting in inefficient content approval processes that can take up to 12 weeks for a single subject line. This slow process prevents financial institutions from competing effectively in today's fast-paced market against neobanks and other digital competitors.



Persado's solution leverages AI to analyze content against both performance metrics (based on over a million A/B tests) and regulatory requirements (using specialized AI agents for different regulations). The platform can evaluate marketing content, identify compliance issues, suggest improvements, and generate compliant alternatives that still perform well. This approach has helped customers reduce approval times by 85-90%, cutting processes from weeks to hours. The technology is particularly valuable for sponsor banks managing fintech programs, where reviewing content like social media videos traditionally requires manual transcription and lengthy back-and-forth communications.



Assaf emphasizes that AI is ideally suited for this application because it can efficiently analyze thousands of pages of regulations and predict marketing performance based on vast amounts of data - tasks humans cannot perform at the necessary speed and scale. Currently working with eight of the top ten U.S. banks, Persado brings ten years of experience applying AI at scale within financial institutions. Assaf will be speaking FinovateFall (September 8-10) on a panel about harnessing AI in financial services, where he hopes to connect with executives concerned about growing their businesses responsibly.



More info:



Persado: https://www.persado.com/ ; https://www.linkedin.com/company/persado/



Assaf Baciu: https://www.linkedin.com/in/assaf-baciu-17a4b3/



Greg Palmer: https://www.linkedin.com/in/gregbpalmer/



Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/



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