Big-bank marketing, with a credit union-sized team.
Smarkly is the marketing co-pilot that learns your institution and suggests what to post and when. It drafts for each kind of member you serve, so a small team covers more ground.
The right story for each member

Big-bank marketing doesn't need a big-bank team.
Where Smarkly fills in
- Keeping up with the market
- Smarkly reads and scores the news for you.
- Posting consistently
- A shared calendar with suggested dates and recommended times.
- Writing for different members
- Drafts aimed at each persona, in your voice.
What you get
What a small but powerful marketing team gets.
When the team is one or two people
A co-pilot for the jobs nobody has time for.
- Smarkly reads your industry and competitors so you don't have to.
- It suggests topics and dates, each with the reason behind it.
- Drafts arrive in your voice, ready for you to edit.
When you're new to digital marketing
Learn as you go, with the reasoning shown.
- Topics drawn from the news link to the article behind them.
- Suggested dates come with why they matter to your members.
- Recommended posting times for each channel, so you're not guessing.
When members are at different stages of life
A new graduate buying a first car and a newlywed couple buying a home need different things. Why talk to them the same way?
- Build personas for members at every life stage, from first account to retirement.
- Aim each draft at one persona, like first-time homebuyers or new graduates.
- On Business, give up to three product lines their own facts and audiences, like mortgages, auto loans or business accounts.
When the whole team needs the same plan
One shared calendar, planned around your members' year.
- Tax season, back-to-school and Financial Literacy Month on one calendar.
- Posts and emails planned around each date, weeks ahead.
- A private feed into the calendar your team already uses.
Learn: Stay accurate
One living profile for your institution.
Smarkly keeps learning about your institution from the sources you trust, giving your team a reference point that keeps your messaging accurate, consistent and on-brand.
- One brand voice, learned from how you already write
- Personas for members at every stage of life
- Claims it can't back are marked before they reach compliance
Track: Stay proactive
No more finding the right story by accident.
Keeping up with financial news and competitors is the first thing to go when a marketing team gets busy. Smarkly reads and scores the news for you, so your team acts on what matters instead of reading a 50th article that doesn't fit your institution or products.
- News from the banks and credit unions you compete with
- Articles scored for relevance to your institution
- Add the publications your members read
Plan: Stay organized
One calendar for your members' whole year.
A marketing calendar either overflows or sits empty when nobody has time to keep it up. Smarkly suggests the dates and plans posts around them, so the calendar stays easy to manage.
- Suggested dates to add to your calendar, and why they matter
- Anyone on your team with a seat can manage the calendar
- Each product line's campaigns side by side, on Smarkly Business
Write: Stay on-brand
Each product line, written for the members it serves.
Your brand voice is learned once and used by everyone. Edit it when it's off, and every writer's next draft picks up the change.
- Drafts for your blog, email, LinkedIn, X, Instagram and Facebook
- SEO-ready from the first draft
- Target a single persona, like first-time homebuyers or students
Align: Stay unified
New hires start on message from day one.
Junior hires and new marketers start from your facts, voice and calendar, so the story stays the same while they learn.
- 3 seats on Pro, 10 on Business, with Owner, Admin and Editor roles
- Bring contractors and agencies into your account
- Up to 3 product line workspaces on Smarkly Business
Related reading
Marketing fundamentals
17 books that will make you a better marketer
The books that shaped how I think about positioning, customers, writing and growth, with a note on why each one earns a spot on a busy founder's or marketer's shelf.
Inside Smarkly
Introducing Smarkly: the marketing co-pilot I wish I'd had
Small teams don't need more AI. They need the work that quietly falls off the list to get done. Smarkly is the AI marketing co-pilot built to pick it up.
Marketing fundamentals
Smarkly's guide to marketing: ICPs and personas
An ICP tells you which customers to go after. Personas tell you who you're talking to once you're there. Here's how to build both from what you already know, and how to use them every time you write.
Questions
Questions credit unions ask.
Still have a question?
Write to hello@smarkly.com, or read Help and docs.
Smarkly isn't a compliance tool and doesn't replace your review. What it does is refuse to assert facts about your institution that your sources don't back, so your review starts from your own facts instead of a model's guesses. Your compliance process is unchanged; the drafts entering it are cleaner.
No. Smarkly proposes your positioning, audience and voice from your sources, so you start by reviewing and correcting. Ideas drawn from industry news link to the article, so you can see the reasoning and learn as you go.
Your company profile and drafts stay in your workspace. To analyze and write, Smarkly sends content to one AI provider, Anthropic, whose terms don't allow it to train models on that content. We don't sell your personal information. Details are in the privacy policy.
No. There's no reviewer or read-only role. Approved drafts are copied to wherever your review happens.
Yes. Add the moments as events and draft ahead of them. The calendar feed puts them on the team's shared calendar.
Start with your website.
14 days, no card. It reads your site and shows you what it found.
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