Help for your marketing and compliance team

Getting started

Sign in, set your password and find your way around your bank's dashboard.

Your first sign-in

1. Go to app.chiselgrowth.com. You'll see Sign in to your dashboard.
2. Enter your Email Address and the temporary password you were sent, then choose Sign In.
3. On Create a new password, enter a New Password that meets every item under Password requirements, confirm it, and choose Set Password & Sign In.

Forgot your password

1. On the sign-in page, choose the forgot-password link. You'll see Reset your password.
2. Enter the email connected to your account and choose Send reset code.
3. On Enter your reset code, enter the 6-digit code from the email, choose a new password and select Update password.

If the code doesn't arrive within a few minutes, check your spam folder, then contact [email protected].

Finding your way around

The header shows your bank's name with Marketing Command Center. The menu on the left has six areas:

The dashboard's quick actions are shortcuts: New Campaign, Upload Brand Assets, Convert Format, Ad Hoc Report and Review Pending. A number on Review Pending means content is waiting for review.

Before your first campaign

• Choose your products, so campaigns know what you offer.
• Upload your logo and colors, so ads look like your bank.
• In Settings, check your Bank Name, Institution Type and, if you offer mortgages or HELOCs, your NMLS ID.

Set up your products

Campaigns are written about one of your products. Choose which products your team can advertise, and give each one enough facts to write from.

Choose your products

1. Open Settings and go to the Products section.
2. Search by name or filter by category, then select each product you want available for campaigns.
3. Choose Save Product Selections. The first time, the button reads Save and Complete Product Setup.

Only selected products appear in the campaign form. If you see Select a bank product before creating a campaign., no product is selected yet; the link on that message takes you to product settings.

Why facts matter

ChiselGrowth writes ads only from facts it can point to. Every ad has to cite at least one real fact about the product: who it's for, what it offers, what makes your bank different. This keeps ads accurate and makes them easier for your compliance team to approve.

Those facts come from two places:

• Your website. The product's page on your site.
• Product details you type. A few sentences you add in the campaign form. They're saved on the product and reused for every later campaign about it.

Writing good product details

Aim for 3 to 5 plain sentences, each a fact that's true today:

• Who it's for: owner-occupiers, investors, small businesses, first-time buyers.
• What it covers: property types, what the account includes, services.
• Where: the towns, counties or regions you serve.
• What sets you apart: local decisions, one banker from start to finish, community lending.

Brand kit

Your logo, colors, fonts and photos. ChiselGrowth uses them in every ad it creates for your bank.

Upload brand assets

1. Open Settings and scroll to the brand kit, or choose Upload Brand Assets on the dashboard.
2. Choose the type of asset (for example your logo), then pick the file.
3. Check the preview: your institution name, Approved colors and the uploaded assets.
4. Choose Confirm and save, or go back to change something first.

File types and sizes

Photos add to your library. Every other type replaces the current file, so uploading a new logo swaps out the old one.

When everything is in place, Settings shows Brand kit is complete.

Create a campaign

Tell ChiselGrowth what you want to promote, where and how. It writes the ads, designs the creative and checks every item for compliance before your team reviews it.

Open the form

Choose New Campaign on the dashboard, or go to Campaigns and create a campaign. The page is titled Create Campaign.

Fill in each field

Then choose Create campaign.

While it's working

You'll see Content generation in progress and a summary of exactly what was submitted. Those fields are locked while the run is active. The campaign is saved as soon as you start, so if you're interrupted you can come back to the page.

When it finishes you're taken to the campaign's results, with each ad Awaiting bank approval. Continue with Review and approve ads.

If something goes wrong

The page shows Content generation needs attention with the reason. What each message means →

When an ad can't be written

ChiselGrowth only shows you ads that pass its quality and compliance checks. If it couldn't write enough of them, it saves what passed and tells you why.

How to read the message

The message names the product and how many ads passed, for example: "2 of 3 ads for Advantage Checking passed our quality and compliance checks. The other 1 could not be written compliantly because…". If none passed, it starts with "No ad for … could be written compliantly". The reasons that follow are the most common ones.

Other messages

Review and approve ads

Every ad waits for a person at your bank. ChiselGrowth staff can help prepare content, but they can never approve your bank's ads.

Where to find content to review

• Campaigns › Review queue: everything waiting for a decision across campaigns. Filter by status or by age (Under 24 hours, 24–47 hours, 48+ hours).
• Campaign Results: all the ads for one campaign, with an Asset approval checklist and the Approval to publication timeline.

An item older than 24 hours is marked Past the 24-hour review window.

Review one ad

1. Open the creative full size, then read the headline, body, CTA and Disclaimer.
2. Check the AI pre-screen result. It's advisory: an independent compliance review also runs on every ad.
3. To change wording, choose Edit, make your changes and Save edits.
4. Decide:
   • Approve when it's ready. This stays unavailable until the compliance check has passed.
   • Reject, choose a reason, and optionally add guidance for the next review.
   • Request changes to send it back to draft.

Once approved, the item shows Approved by with the approver's name.

Approving several at once

In the review queue, use Select shown and approve or reject the selection. Each item still needs to have passed its compliance check.

After approval

When every item is approved, the results page shows Ready to publish. Direct publishing to social platforms is coming soon. Until then, download the approved creative and post it from your bank's own accounts.

Format converter

Already have a finished ad or brochure? Upload it once and get versions sized for each social format.

1. Open Creative Studio, or choose Convert Format on the dashboard.
2. Add your Source PNGs: PNG only, up to 4 MB and 4096 × 4096 pixels each.
3. Under Output formats, select at least one format.
4. Optional: set a Source region to use only part of the image. Values are percentages and must stay inside the image.
5. Choose the Convert button. It shows how many assets and formats will be made.
6. In Review formatted variants, compare each output with the source, pick the best variant (one may be marked Suggested), add a note if you like, and approve it. Then download it.

Some of the formats

The converter lists every available format. If you replace the source, your chosen formats and region are kept. Convert again to update the outputs.

Compliance basics

Why ads are written the way they are, and what ChiselGrowth checks before anything reaches your review queue.

What every ad is checked for

• A real fact. Each ad must cite a fact about the product from your website or your Product details.
• No unsupported claims. No "guaranteed", "lowest rates" or "risk-free", and no claims about your staff, popularity or awards that can't be verified.
• No numbers you didn't state. A number or rate only appears if your product page says it.
• The right disclaimer. Added automatically for the product and your institution type.
• Platform limits. Headlines and text sized for each channel.

Why loan ads leave out rates and terms

Under Truth in Lending rules (Regulation Z), a credit ad that mentions certain terms must also state the APR and repayment terms in the ad. Those terms include:

• loan lengths in months or years;
• the number or amount of payments;
• down payments;
• finance charges.

ChiselGrowth doesn't hold your current rates, so loan ads focus on who the product is for and why to choose your bank, and any ad that slips in a triggering term is held back. For the same reason, Product details can't include rates, payments or terms.

NMLS for mortgage and HELOC

Mortgage and HELOC content needs your NMLS ID. Add it in Settings under NMLS ID. Until it's there, those ads can't be completed.

The Compliance page

Open Compliance to see results for each content item. Items marked Needs attention have findings to resolve. Use the rerun button on an item to run the review again after edits; if the rerun fails, your existing result is kept. The audit trail records review decisions.