Madison for Marketing · The Agentic Banking OS
The marketing team you could never afford to hire.
Madison for Marketing turns a one-line brief into a compliant, launch-ready campaign, built on your own data, with a human approving every step. Campaigns that took weeks now take days.
- Brief StructurerDone
Objective, product, audience, and timing parsed from one line.
- Fair-lending SegmentationDone
4,182 customers and members matched, with fair-lending guardrails.
- Content OptimizationDone
Six variants scored, the winner selected.
- Compliance Pre-checkDone
Reg DD disclosure inserted before any human review.
- Human approvesAwaiting you
Marketer first, then compliance, independently.
- LaunchQueued
Queued to your own send tools.
- Weeks to days
- Campaign clearance
- 1 brief
- In. A full compliant campaign out.
- Week 1
- First value, zero integration
- Every send
- Human-approved before launch
The problem
Same rulebook as the biggest banks. None of the staff.
Your marketing team is two to ten people. Every line of business, deposits, lending, cards, wealth, sends it work. Marketing produces every asset for every channel. And anything that states a rate or a term has to clear compliance and legal before it ships.
The bottleneck is not the work. It is getting the work through the gate.
Where Madison fits
What it is
One line in. A compliant, launch-ready campaign out.
Madison for Marketing takes a one-line brief and produces a segmented, multi-channel campaign that is already checked against your own compliance rulebook, built on your own customer and member data. Your team reviews and approves. Nothing regulated sends itself.
You keep a healthy balance in checking. It deserves to earn more. Our new high-yield savings pays 4.25% APY (Annual Percentage Yield)...
$1,000 minimum balance required to obtain the advertised APY. Fees could reduce earnings on the account. Insured by NCUA.
$1,000 minimum balance required to obtain the advertised APY. Fees could reduce earnings on the account. Insured by NCUA.
Willamette CU: Your new high-yield savings is here. 4.25% APY. Open in the app in about a minute. Terms: willamettecu.example/hys
In-app and social, same rulebook.
The foundations
One brain. Every agent reads it and writes back to it.
Madison runs on one shared data layer for your institution: your CRM, your brand kit, your compliance rulebook, and the history of every campaign, approval, and outcome. Every agent works from the same source, so no disconnected tool holds a stale copy of your data.
It shows its work. You approve every regulated decision.
Madison does not hand you a finished asset and ask you to trust it. It shows the full reasoning trail, step by step: what it checked, what it changed, and why. A human approves every regulated step, and every decision is logged for the exam.
- Flagged
Draft states 4.25% APY without the Reg DD minimum-balance disclosure.
- Inserted
$1,000 minimum balance required to obtain the advertised APY.
- Inserted
Fees could reduce earnings on the account.
The agents
Not one agent. An operating system of them.
Madison ships with a working set of marketing agents on day one. Over time it composes new ones from your own history, tuned to your disclosures, your tone, and your sign-off chain.
Campaign Production
Brief to compliant, launch-ready, multi-channel campaign.
Compliance Pre-check
First-pass-clean drafts against your own rulebook.
Fair-lending Segmentation
Audience segments with disparate-impact guardrails built in.
Content and Language Optimization
On-brand, compliance-aware copy, scored and selected.
Competitive and Rate Intelligence
A daily brief of local competitor rates, offers, and creative. No integration needed.
Measurement and Attribution
Tracks outcomes, attributes lift, writes results back to the brain.
Social and Reputation
Monitors and drafts responses within brand and compliance guardrails.
Board and Exam Reporting
Exam-ready reporting straight from live activity.
Composed for your institution.
Madison builds agents on the fly from your brain: your rulebook, brand kit, product catalog, past campaigns, approval chains, and outcome history. They are specific to your institution and compound with every campaign, so the longer you run Madison, the more it knows that no competitor can copy.
Autonomy
Agentic up to the decision. Human at the decision.
You choose how much each agent does on its own, function by function. Madison keeps a human in the loop wherever it matters.
Assist
A copilot to your team. It helps, you drive.
Recommend
It prepares and drafts. Your team decides.
Automate
It runs end to end, with your team on exceptions and every regulated step still gated by a human approval.
The human-approval gate is present across the range.
Security and governance
Built for the way you are regulated.
Built to pass second-line review. Your compliance team reads landing pages too, so we wrote this part for them.
Logged with the rule cited. The exam trail writes itself.
- 10:02Compliance Pre-check — Read: rulebook (Reg DD), compliance history
- 10:02Compliance Pre-check — Changed: inserted 2 disclosures, APY term statement
- 10:04Jordan Lee (Marketer) — Approved package, routed to compliance
- 10:09Dana Okafor (Compliance) — Second approval granted, launch unlocked
- 10:10Campaign Production — Launched to 4,182 customers and members
- 10:31Measurement and Attribution — Outcome written back to the brain
Every send, edit, and approval logged and exportable.
Week one to expansion
Value in week one. Expand from proof.
You do not connect a single system to see Madison work. On day zero, the Competitive and Rate Intelligence agent runs against public data and delivers a daily brief of local competitor rates, offers, and creative. It is useful immediately, and it earns the trust to go deeper: on-data segmentation, compliant campaign production, and launch through your own tools.
Opening detected: a 4.25% APY offer would lead this market at a $1,000 minimum.
- 01LandWeeks 1 to 2 · LandPublic competitor and rate intelligence. No integration, value in week one.
- 02ConnectWeeks 3 to 4 · ConnectConnect your CRM and send tools. First governed campaign, brief to compliant launch.
- 03ProveWeeks 5 to 8 · ProveMeasure clearance time and output against the baseline. A visible trail that de-risks the exam.
- 04ExpandWeek 8 onward · ExpandMore channels, and dynamic agents that compound per institution.
What you can run
The campaigns you already run, without the four-week wait.
Deposit and rate campaigns
New APY, CD specials, money-market offers, with Reg DD disclosures inserted before you see the draft.
Lending and loan promotions
HELOC, auto, mortgage refi, with fair-lending guardrails on every segment.
Seasonal and always-on
Tax season, back-to-school, holiday, running on schedule without a scramble.
Competitor rate response
A daily read on local rates and offers, so you react in a day, not a cycle.
Why Madison
The only system that owns brief to compliant launch.
General AI writers generate copy. Marketing clouds send it. Compliance tools check it after it exists. Each owns a slice. Madison owns the job: brief to compliant launch, on your own data, with the reasoning shown and a human at every regulated decision.
| Capability | General AI writers | Marketing cloud platforms | Compliance-copy tools | Madison for Marketing |
|---|---|---|---|---|
| Generate on-brand content | Yes | Partial | Partial | Yes |
| Review against your compliance rulebook | No | No | Yes | Yes |
| Run the full brief-to-launch workflow | No | Partial | No | Yes |
| Work on your own data, inside your perimeter | No | Partial | No | Yes |
| Memory that compounds per institution | No | No | No | Yes |
| Shows its reasoning, human approves each step | No | No | Partial | Yes |
| Built for a $1B to $10B institution | Partial | No | Partial | Yes |
A competitor can copy a workflow in a quarter, but no one can copy your institution's own accumulated reasoning: every campaign, approval, and compliance decision, compounding on data that only you have. Add sovereign and on-premises deployment, and the case for ripping Madison out gets harder every month it runs.
Works with your stack
We integrate the tools you already trust.
Madison is the layer on top of the systems your team and your examiners already know. It owns the workflow around them: strategy, brief, on-data segmentation, orchestration, and memory.
Core banking
Fiserv, Jack Henry (SilverLake, CIF 20/20, Symitar Episys for credit unions), FIS, Finastra
Digital banking
Banno, Q2, Alkami
CRM and marketing
Salesforce Financial Services Cloud and Marketing Cloud, HubSpot, Total Expert, Braze, Adobe and Marketo
Data and warehouse
Snowflake, Databricks
Rate and competitive intelligence
Curinos, Competiscan, Mintel Comperemedia, plus Madison's own zero-integration public-data brief on day zero
Copy scoring
Persado, inside the Madison flow where you already use it
Your models
BYO-LLM against Azure OpenAI, AWS Bedrock, or a private deployment
Distribution
the Fiserv and Jack Henry marketplaces
Madison sits on top of the estate you already run, never replacing it. Connectors are provisioned per engagement; availability depends on your existing subscriptions, data licenses, and approved connector setup.
FAQ
The questions your compliance team will ask.
See it work
This is not a mockup. See it work.
Type a brief, watch the agents produce a compliant, launch-ready campaign, and approve each step yourself. No setup, no integration, running on illustrative data for a demonstration market.
We work with a small number of institutions per cohort.
- A 30-minute working session with a marketer on your team
- A live run on one of your real, masked campaigns
- A reference architecture for your CISO
- A scoping document within 48 hours
- Institution
- US bank or credit union
- Size
- $1B to $10B in assets
- Owner
- Head or VP of Marketing
- Co-signer
- Compliance or Risk
- Autonomy
- Recommend, human approves