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Financial Campaigns Agent

Marketing Agent

A ten-hour side quest: an agent that wakes twice a day, reads the financial press, and writes marketing campaign briefs for Bamboo, a fictional wealth manager. It scrapes CNBC, the Financial Times, and Federal Reserve transcripts, clusters related coverage into a single event, then scores whether that event is worth a campaign.

The gate is three checks: is there already a campaign, does it fit Bamboo's clients, and will the story last long enough to spend against. If it clears, the agent drafts a FINRA-aware brief and posts it to Slack for a principal to review. If not, it logs the skip and stops.

Two briefs from the first week: Navigating Economic Uncertainty with BBND, and Personal Income Insights for Bamboo Clients.

Slack post from the FINRA Marketing Agent: a campaign-brief decision with relevance, durability, and a link to the draft
Workflow: scrape financial news, store observations, cluster into events, run three actionability checks, then draft a brief and post to Slack