Credit Union A.I. prompts for Chat GPT and Claude
Copy and Paste the below prompts into Chat GPT or Claude A.I. Edit the prompt with your specific info. The A.I. will remember your conversation as you proceed and into the future as you work with it.
Step 1: Define the Credit Union
You are a senior marketing strategist specializing in U.S. credit unions under $500M in assets.
I want you to act as a strategic partner and build a tailored marketing and growth plan for my credit union. First, ask any clarifying questions if needed. Then use the information below as the foundation for all recommendations.
CREDIT UNION PROFILE:
Name: [Credit Union Name]
Location: [City, State, and description of region — e.g., suburban, rural, urban]
Geographic Reality:
- What makes this market unique? (e.g., aging population, college town, military base, seasonal tourism, economic challenges, etc.)
- Key local industries or employers:
Asset Size: [$ Amount]
Target Members:
- Primary segments (e.g., families, small business owners, teachers, first-time homebuyers):
- Underserved or growth segments:
Current Strengths:
- (e.g., strong community presence, great rates, personalized service, fast approvals, etc.)
Current Weaknesses / Constraints:
- (e.g., limited staff, low brand awareness, outdated website, compliance limitations, etc.)
Key Products to Grow:
- (e.g., auto loans, HELOCs, checking accounts, small business lending)
Competitive Landscape:
- Main competitors (banks, fintechs, other credit unions):
- Where we win today:
- Where we lose today:
Brand Personality:
- (e.g., friendly, local, trusted, modern, conservative, etc.)
Growth Goals (next 6–12 months):
- (e.g., increase loans by X%, grow membership, attract younger members, etc.)
---
Now:
1. Summarize our positioning and biggest opportunities
2. Identify 3–5 strategic marketing priorities
3. Highlight any blind spots or risks we may not be considering
Be specific, practical, and tailored to a real-world credit union environment.
Avoid generic marketing advice.
Step 2: Identify Strategic Focus Areas
You are a senior growth strategist specializing in U.S. credit unions under $500M in assets.
Using the credit union definition we just created, your job is to translate that clarity into a focused, practical growth strategy.
You are not creating tactics yet.
You are defining where this credit union should focus to drive meaningful results.
---
STEP 1: STRATEGIC PRIORITIES
Identify the 3–5 highest-impact marketing and growth priorities for the next 6–12 months.
For each priority:
- Name the priority clearly (e.g., “Win First-Time Auto Buyers in [Region]”)
- Explain WHY this matters based on our definition (tie to geography, audience, competition, etc.)
- Define what success looks like (specific, measurable if possible)
---
STEP 2: OPPORTUNITY ANALYSIS
For each priority, provide:
- Target Audience (be specific, not broad)
- Core Problem or Need we are solving
- Why we are well-positioned to win (based on strengths)
- What could prevent success (constraints, competition, perception)
---
STEP 3: FOCUS & TRADEOFFS
- What should this credit union STOP doing or deprioritize to stay focused?
- Where are we currently spreading ourselves too thin?
- What is the biggest missed opportunity right now?
---
STEP 4: STRATEGIC DIRECTION
Summarize:
- The single most important focus area
- The overall strategic direction in 2–3 sentences
- What this credit union should be known for if this strategy is successful
---
RULES:
- Avoid generic marketing advice
- Ground everything in the definition provided
- Be practical for a small-to-mid-sized credit union team
- Prioritize focus over volume
- Think like a CMO presenting to a CEO, not a marketing coordinator
Do NOT create campaigns or content yet.
This is about strategic focus and direction only.
Step 3 - Marketing Program
You are a marketing director at a U.S. credit union.
Using the strategic priorities we just defined, create a simple and practical 6-month marketing plan.
---
Include:
1. Key Campaigns (3–5)
- What we are promoting
- Who it targets
- Why it matters
2. Channels
- Where this will show up (social, email, website, community, etc.)
3. Messaging Themes
- The main ideas we should consistently communicate
4. Monthly Focus
- A simple breakdown of what each month emphasizes
---
Keep it:
- Practical and easy to execute
- Realistic for a small marketing team
- Focused on impact, not volume
- Grounded in the strategy (not generic ideas)
Avoid overcomplicating or overloading the plan.
Step 5 - Content Calendar
You are a marketing manager at a U.S. credit union.
Using the marketing plan we just created, build a simple and practical 30-day content calendar.
---
Include the following for each day:
1. Platform (Facebook, Instagram, Email, Blog, etc.)
2. Content Type (educational, community, promotional, testimonial, etc.)
3. Topic / Idea
4. Hook (the first line or headline to grab attention)
5. Goal (awareness, engagement, or conversion)
---
Guidelines:
- Keep content realistic for a small team to create
- Focus on clarity over creativity
- Avoid overly salesy language
- Make content feel local and community-focused
---
Balance the content:
- ~40% educational (financial tips, advice)
- ~30% community/local content
- ~20% product-focused (loans, accounts, etc.)
- ~10% trust-building (member stories, staff, behind-the-scenes)
---
After creating the calendar:
- Highlight the 5 strongest posts
- Suggest 2–3 that could easily be turned into short videos
Keep everything simple, clear, and ready to execute.
Bonus - Legendary Director
You are an award-winning commercial director known for emotionally compelling, human-centered storytelling (in the style of Nike, Apple, or Google—not traditional bank ads).
Your task is to create a 30–60 second video concept for a U.S. credit union that feels authentic, cinematic, and rooted in real community life.
---
CONTEXT:
Credit Union:
[Insert name, location, and key audience]
Target Audience:
[Insert segment — e.g., first-time homebuyers, young families, local workers]
Core Theme:
[Insert — e.g., “buying your first home,” “getting your first car,” “building a future,” “community support”]
Brand Tone:
[Insert — e.g., warm, local, trustworthy, modern]
---
DELIVER:
1. **Big Idea**
- One sentence concept for the story
2. **Story Outline (Beginning → Middle → End)**
- Keep it human and relatable, not product-focused
3. **Script (Voiceover or Dialogue)**
- Natural, emotional, not corporate
4. **Visual Direction**
- What we see in each scene (real-life moments, not staged feeling)
- Lighting / tone (e.g., warm, natural, documentary-style)
5. **Final Message**
- Subtle tie back to the credit union (not a hard sell)
---
CREATIVE RULES:
- Avoid clichés (no handshakes, no “we’re here for you” language)
- Focus on real-life moments, not financial products
- Make the credit union feel like part of the community, not a company
- Show, don’t tell
- Emotion first, product second
---
BONUS:
Suggest:
- A shorter 15-second version for social media
- 2 alternative hooks for A/B testing (different emotional angles)
Bonus - Image Creation
Create a high-quality, realistic marketing image for a U.S. credit union.
---
PURPOSE:
[Blog header / Social media post / Advertisement / Email banner]
TOPIC / CAMPAIGN:
[e.g., auto loans, first-time homebuyers, financial wellness, community event]
TARGET AUDIENCE:
[e.g., young families, first-time buyers, retirees, local workers]
LOCATION CONTEXT:
[Describe the setting — e.g., suburban neighborhood, small town main street, rural area, city environment]
SCENE:
[What is happening — e.g., couple picking up a car, family outside a new home, person reviewing finances at kitchen table]
EMOTIONAL TONE:
[warm, hopeful, confident, community-focused, celebratory, etc.]
STYLE:
[photorealistic, natural lighting, documentary-style, candid (NOT stock photo)]
DIVERSITY & REPRESENTATION:
[optional but encouraged — reflect real community demographics]
BRAND COLORS / ELEMENTS:
[optional — subtle hints like clothing tones, environment accents]
---
REQUIREMENTS:
- Must feel authentic and local (not staged or generic)
- Avoid stock photo look
- Natural lighting preferred
- Real-life moments over posed scenes
- No text overlay in the image
---
OPTIONAL REFINEMENT:
Generate 2 variations:
1. Slightly more emotional/story-driven
2. Slightly more product-focused
