The operations platform for community banks, credit unions, and finance firms.
Marketing, member communications, and non-core operations in one platform. Sally runs the campaigns, Marcus grows the membership funnel, Lizzi handles routine member inquiries, Mac keeps the ops financials clean. Core banking systems stay where they are.
MiOpsAI runs marketing, member communications, and non-core operations for financial institutions. Core banking systems, account data, and regulated workflows stay in your existing systems. Speak with our team about tenant data controls before onboarding.
The pain every institution knows too well.
Member communications get lost between the branch, the call center, and the app
Marketing is one person at HQ trying to feed 12 branches with content
New member acquisition is a checkbox in the annual plan, not an operation
The stack MiOpsAI consolidates for institutions.
You are paying for these separately today. MiOpsAI is one platform, one bill, one tenant.
How MiOpsAI runs the day-to-day.
Member inquiries about non-account items sit for days
Lizzi triages every non-account inquiry, drafts the reply, escalates the sensitive ones
Branch-level marketing is 6 months behind HQ
Sally spins up branch-specific content grids from HQ brand rails, published on cadence
New member acquisition sits in the strategic plan
Marcus runs continuous outreach against your target member profile
Community sponsorship ROI is a mystery
Mac tracks marketing spend against qualified inquiries and new members
The chairs that matter most in Banking.
All seven Command Center chairs are available. These are the ones that pay for themselves fastest in your vertical.
Lizzi is free in advise mode: she reads, analyzes, and drafts against your real data. Unlock the Operations chair and she works your incoming actions, drafts and sends client replies with your approval, and keeps delivery on track.
Sally plans the content, writes the posts and the blogs, researches your keywords and competitors, and runs the weekly cadence. You approve. She ships.
Marcus hunts for new business from live business listings, builds and runs cold-email and call-script campaigns alongside Sally, scores and qualifies incoming leads, moves deals through your pipeline, and books meetings against the sales goals you set.
Mac pulls revenue rollups and engagement financials and drafts contracts, inside the board room. His access to your financial data is granted only by the account owner and is off by default. No agent ever moves money.
Ready to see it on your institution?
Every plan includes the Command Center free taste (Lizzi in advise mode). Unlock the chairs you want at $250 each. 60-day cancellation notice.
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