Businesses ready to borrow
Local companies with a reason to talk now: a new location, a hiring push, equipment purchases.
AI agents for bank marketing.
We set up a team of AI coworkers for your bank. They find local businesses ready to borrow and write the pages owners search. Your bankers approve the work and build the relationships.
For community banks and credit unions growing business banking.
Works with your CRM
Salesforce
Microsoft Dynamics 365
HubSpot
Lines we grow
Commercial lending · Treasury management · SBA loans · Business deposits · Wealth
Salesforce and HubSpot connect directly, read only. Dynamics 365 connects by export or a custom integration we build during setup. Your core (Fiserv, Jack Henry, FIS) stays untouched.
What we set up for your bank.
A strategist builds your AI coworkers around how you sell, in about a week.
- Day 1
Your lines
The loans, treasury services and deposits you want to grow.
- Day 2
Your best relationships
What your top business clients share, read from your CRM.
- Day 3
Your footprint
Your branches, your market, and the banks you meet in deals.
- Day 4
Your rules
Member FDIC or NCUA wording, rate ad rules, compliance review.
- Day 5
First work
Your first business list and page draft, for your yes.
What your AI coworkers do every week.
Everything waits for your team's yes.
Pages owners find
A page for each loan, treasury service and town in your footprint.
Content for owners
SBA guides, cash flow explainers and your business banking newsletter.
LinkedIn for bankers
Updates in each lender's voice about the local businesses they back.
Rival banks, watched
New products, rate ads, branch openings and hires at up to five rivals.
Named by AI assistants
In the answer when an owner asks ChatGPT for the best SBA lender near them.
What arrives on a Monday.
A list of growing businesses in your footprint. Your bankers choose who to contact.
Leads and plays · Business listFor your yesCentral Iowa businesses opening new locations
- Why now
- A new location, a building permit or a hiring push in the last 60 days: a buildout or equipment loan is likely
- This week
- 71 companies, 96 owners and finance leads, every email verified
- One of them
- Hollis Creek Dental: second office permitted in Ankeny, three hygienist openings
- Opening line
- Saw Hollis Creek is opening in Ankeny. We finance practice buildouts locally. Worth a conversation before you pick a lender?
- Left out
- 33 companies already clients or open in your CRM
Example company. Every name and number is made up.
Your footprint, not a database
Built from your branches, your lines and the client size you want.
A reason to reach out
Each company comes with the public signal behind it.
Your bankers reach out
We never contact prospects. Your team decides who and how.
See what we'd set up for your bank.
On a 30-minute call, a strategist walks through your market and the first month of work.
Your industry's rules, built in.
Member wording
Member FDIC or NCUA, exactly as required.
Rate ads
Reg Z and Reg DD disclosures on every rate or APY.
Fair and clear
UDAAP and fair lending rules in every audience and message.
Compliance review
Your compliance officer approves before anything goes out.
What they do
- Find growing businesses in your footprint
- Write pages for each loan and town
- Write guides and your business newsletter
- Draft LinkedIn for your bankers
- Watch up to five rival banks
What they don't
- Make credit decisions or quote rates
- Open accounts or handle onboarding
- Connect to or change your core
- Find consumer or mortgage leads
- Contact prospects for you
The First-Month Guarantee
Try your first month. 30‑day money-back guarantee.
Expect 30 approved deliverables in your first month. If it isn't right for you, we refund the month. You approve every deliverable, so the quality bar is yours.
*Conditions apply.
Questions we hear often.
Can AI find commercial lending leads?
Yes. Each week your leads coworker finds businesses in your footprint, each with a reason to reach out now and a verified email. Up to 200 a week.
Do you need access to our core?
No. Your core (Fiserv, Jack Henry or FIS) stays untouched. Salesforce and HubSpot connect directly, Dynamics 365 by export or a custom integration. All read only.
How does compliance review work?
Everything waits for your compliance officer's yes. We write to Reg Z, Reg DD, UDAAP and fair lending rules, and can route work through your existing review.
Do you find consumer leads?
No. We find businesses, not households. If you mostly want mortgage or consumer deposits, we're not the right fit.
How much of our time does it take?
About 1-2 hours a week to approve work, after a setup week with a strategist.
AI Agents for Construction Marketing →AI Agents for Law Firm Marketing →AI Agents for Logistics Marketing →All industries →
Your first month, planned on one 30-minute call.
A strategist shows you what we set up first, built from your market and your competitors. Backed by our 30-day money-back guarantee.
Book a call