5 AI Prompts For Credit Union Marketing Teams

Keeping pace with the evolving demands of marketing in today’s digital-first world can be challenging, especially in the credit union sector where trust and reliability mean everything. Recognizing this, the team here at AviaryAI crafted a must-read guide with 5 AI prompt templates tailored specifically for credit union marketing teams. These templates are more than just shortcuts; they offer a smarter way to engage your members, sharpen your campaigns, and cut through market noise—all while maintaining that crucial personal connection. Ready to see how AI can streamline your marketing efforts and propel your credit union forward?

About AI Prompt Writing

It's important to remember that AI can generate inaccurate outputs and does not possess the human touch. So, while these AI-generated prompts are excellent starting points, they should ideally be used in conjunction with experienced human judgment, ensuring that decisions remain grounded in the real-world context of your credit union. Any generated data should also be validated. Reference this helpful article by Open.AI on prompt writing best practices.

5 AI Prompts for Credit Union Marketers

Prompt 1: Generating a Project Plan

When to use this prompt: 

Use this template when your marketing team is gearing up for a big campaign, such as launching a new service offering or spearheading a community engagement initiative. It helps your team lay out every step of the campaign with precision—from defining target audience segments to rolling out multi-channel promotions. By starting with a solid roadmap, your marketing projects are more likely to run smoothly, stay within budget, and achieve the desired impact on your credit union’s growth and member engagement.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Do not edit the content within the "<>" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

NOTE: This prompt should be used for ideation. The final result will need tweaking but will act as a great starting point. This prompt works best if you run it a few times as you may get multiple different plans with different ideas for deliverables, milestones, etc. each time you generate.

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You are the [insert role] at [name of credit union] with decades of experience developing high quality project plans.

Generate a detailed project plan based on the inputs below.
”””
INPUTS:

Project Name: [insert project name]

Project Owner: [insert owner name]

Project Description: [insert 2-3 sentence description of the project]

Project Start Date: [insert start date]

Project End Date: [insert target end date]

Key Objective: [insert at least 1 key objective]”””

Use the following format for the project plan:

Project Name: <project name>

Project Owner: <owner name>

Project Description: <2-3 sentence description of the project>

Key Objectives:

<objective 1>

<objective 2>

<objective 3>

Deliverables:

<deliverable 1> , <key steps required for deliverable 1>

<deliverable 2>,  <key steps required for deliverable 2>

<deliverable 3>, <key steps required for deliverable 3>

Timeline:

Project Start Date: <start date>

Milestone 1: <milestone description> by <date>

Milestone 2: <milestone description> by <date>

Milestone 3: <milestone description> by <date>

Project End Date: <end date>

Risks:

<risk 1>

<risk 2>

<risk 3>

Risk Mitigation:<proposal to mitigate risk 1>

<proposal to mitigate risk 2>

<proposal to mitigate risk 3>

--------------------------

Prompt 2: Drafting High Quality Press Releases

When to use this prompt: 

Opt for this AI prompt template when you have key updates that need clear communication, such as launching a new financial product, announcing partnership developments, or sharing significant corporate milestones. The prompt helps by structuring your information into a compelling narrative that captures key points while maintaining the formal tone appropriate for press releases. It ensures that your announcements are not only professional but also resonate well with members and the media, enhancing your credit union's visibility and credibility.

How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Do not edit the content within the "<>" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

--------------------------

You are a public relations expert with decades of experience in the credit union industry.

Write a press release to announce [Insert announcement topic] for [Insert credit union name].

Desired Tone: [Insert desired tone. Examples: Excited and engaging, Serious and informative, Heartfelt and community-focused, etc.]

Key Points to Include:

[Insert Key point 1]

[Insert Key point 2]

[Insert Key point 3]

[Insert Key point 4]

Desired Length: [X] paragraphs

Call-to-Action: [Insert Visit our website, Become a member, Attend our event, etc.]

Use the past successful press releases after "CONTEXT:" to assist you in your writing

CONTEXT:

"""

[Paste 2-3 examples of past best performing press releases for similar announcements. This provides context to the AI on the credit union's writing style and press release format.]

"""

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Prompt 3: Ideate Sales Copy Using the Attention, Interest, Desire, Action (AIDA) Formula

When to use this prompt: 

Use this AI prompt when you're ready to launch a new product, promote a special offer, or revamp your seasonal campaigns. This method is particularly powerful because it walks you through a proven structure that first grabs your audience's attention, stirs their interest by highlighting benefits, builds a desire for your offerings, and finally, prompts them to take immediate action. Whether it's for website banners, email marketing, or social media advertisements, this AI prompt helps ensure your message is not only seen but also resonates deeply, encouraging more engagement and conversions.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Hit “Generate” and review the output
4. Ask the AI to make any changes you deem necessary
5. Enjoy the time you’ve saved!

--------------------------

You are an expert copywriter for [Insert credit union name] with decades of experience in the credit union industry writing high quality sales copy that converts.

Your task is to write engaging marketing copy to promote [Insert Product/Service] for the purpose of [Insert copy purpose. Examples: an email sent to members, our website home page, etc.]

Use the AIDA copywriting formula to generate the copy:

Step 1 Attention:

Grab the reader's attention with an intriguing headline or opening line related to [Insert Product/Service]. Use one of the following approaches:

• A surprising fact or statistic
• A thought-provoking question
• A bold statement or claim
• An emotionally resonant story or scenario

Step 2 Interest:

Pique the reader's interest by highlighting 3-4 key features and benefits of [Insert product/service]. Focus on aspects that differentiate it from competitors and make it uniquely appealing to [Insert credit union name]'s members.

Step 3 Desire:

Vividly describe how [Insert Product/Service] will improve the reader's life or solve their problems. Paint a picture of the positive outcomes and emotions they will experience. Use sensory and emotionally evocative language to make them feel an intense desire for what you're offering.

Step 4 Action:

Compel the reader to take a specific action with a clear, direct call-to-action (CTA). Provide explicit instructions on the very next step you want them to take, whether it's clicking a link, calling a number, visiting a branch, etc. Create a sense of urgency and make taking action feel easy and obvious.

Desired format:

Attention:

<attention-grabbing opener>

Interest:

<3-4 key features/benefits>

Desire: <descriptive paragraph>

Action: <call-to-action statement>

--------------------------

Prompt 4: Ideate Sales Copy Using the Problem-Agitate-Solution (PAS) Formula

When to use this prompt: 

Similar to the previous prompt, you can use this prompt for any of your copywriting needs. It starts by clearly defining a common financial problem your target audience faces. Next, it helps you agitate this issue by discussing its implications and the stress it can cause if not addressed. Finally, it will present your credit union's services as the seamless solution, highlighting how you can alleviate their pains and improve their financial well-being. This structured method not only ensures that your sales copy is compelling and relatable but also boosts its effectiveness by directly addressing and solving your customers' key concerns, making it an ideal tool for campaign promotions, email marketing, and website content.engagement.

‍How to use this prompt:

IMPORTANT: Make sure you validate any data generated by AI!

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Hit “Generate” and review the output
4. Ask the AI to make any changes you deem necessary
5. Enjoy the time you’ve saved!

--------------------------

You are an expert copywriter for [Insert credit union name] with decades of experience in the credit union industry writing high quality sales copy that converts.

Your task is to write a [Insert desired length in words or paragraphs] marketing [insert desired format (ex. email, webpage, etc.] to promote [insert product/service] to [Insert target audience]. You should write this copy with a tone that is [Insert desired tone. Examples: Excited and engaging, Serious and informative, Heartfelt and community-focused, etc.]

Use the Problem-Agitate-Solution copywriting formula:

Step 1 Problem: Clearly describe a significant problem or pain point the target audience faces that is relevant to the product/service.

Step 2 Agitate: Expand on why this problem is so frustrating, costly or painful for the reader. Make them feel the consequences of inaction.

Step 3 Solution: Introduce [insert product/service] as the ideal solution that will eliminate their problem and improve their situation. Focus on the key benefits and outcomes (4-5 sentences).

Call-to-Action: End with a clear call-to-action to [Insert desired action]

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Prompt 5: Generate Highly Engaging Social Media Hooks

When to use this prompt:
If you're looking to create attention-grabbing social media posts that will stop scrollers in their tracks and encourage engagement, this prompt is perfect for you. Whether you're promoting a new credit union product, sharing financial tips, or simply wanting to connect with your audience, these highly engaging hooks will help you stand out in a crowded social media landscape. Use this prompt whenever you need to craft compelling social media content that resonates with your target audience and drives meaningful interactions.

‍How to use this prompt:

1. Copy and paste the template below into a generative AI model (ChatGPT, Gemini, etc.)
2. Replace the [Insert x] with the recommended content
3. Do not edit the content within the "{}" brackets.
4. Hit “Generate” and review the output
5. Ask the AI to make any changes you deem necessary
6. Enjoy the time you’ve saved!

--------------------------

You are an experienced credit union marketing professional and copywriter with a proven track record of crafting highly engaging social media posts that stop the scroll and drive engagement with your target audience of credit union members and prospects.

Your task is to create 8-12 compelling hook options that spark curiosity, evoke emotion, and compel readers to want to learn more about the credit union's products, services, mission and values.

Here is the post or topic to promote:
"""[
Input description of credit union social media post or marketing topic]
"""

Carefully consider the target audience of credit union members and prospects, put yourself in their mindset, and follow this step-by-step process:

Review the post/topic and identify the key insights, value propositions, benefits, and emotional angles that will resonate with the credit union's target audience on LinkedIn.

Apply proven copywriting techniques to powerfully convey those key messages:

• Ask thought-provoking questions
• Make bold claims or contrarian statements
• Share surprising statistics or little-known facts
• Open story loops that create anticipation
• Use pattern interrupts to capture attention

Polish each hook to be punchy, concise and under 250 characters.

Generate 8-12 unique hook options that provide a variety of compelling angles.

Constraints:

• Keep each hook under 250 characters so it's visible in the LinkedIn feed
• Avoid industry jargon and complex language; use simple, everyday words
• Be bold and intriguing without being salesy, spammy or inauthentic
• Minimize use of all caps, emojis, and excessive punctuation
• Focus on sparking genuine curiosity, anticipation and emotional resonance

Style Guide:

• Use clear, straightforward language at an 8th-grade reading level
• Keep tone warm, relatable and professional, but not stuffy or overbearing
• Avoid adverbs, passive voice, and unsubstantiated superlatives
• Use emojis and punctuation sparingly and purposefully

Please provide your output in the following format:

Hook 1: {1-2 sentence hook}
Hook 2: {1-2 sentence hook}
Hook 3: {1-2 sentence hook}
... {8-12 total hook options}

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Leveraging AI to Enhance Credit Union Marketing Efficiency and Impact

These 5 AI prompts offer a robust framework to bolster your credit union's marketing endeavors. From meticulously planning projects to creating compelling press releases and engaging social media content, AI supports a more efficient, precise, and strategic approach. As credit union executives, leveraging these AI-driven solutions will not only save you time and resources but also enhance the overall impact of your marketing campaigns.

Remember, these prompts should be viewed as starting points. Combining AI's prowess with the nuanced judgement of your experienced marketing team ensures both innovation and relevancy in your communications. By doing so, your credit union can maintain the personal touch that your members value while embracing the efficiency and scalability that AI brings.

We encourage you to experiment with these templates, adjusting and refining them as you go. Ultimately, the goal is to seamlessly integrate AI into your marketing strategy, making it a powerful tool in your arsenal to drive membership growth and engagement. Embrace these AI prompts as your stepping stones towards a more data-driven, member-focused marketing strategy that stands out in today’s competitive landscape.