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  • Plan
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  • Research

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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 5
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 4
  • How we can help
Generated Oct 18, 2026
  1. Programmable
  2. Playbooks
  3. Glide
Glide logo

growth playbook · Oct 18, 2026

withglide.com (opens in a new tab)

Glide growth playbook

Diagnosis

Glide is hiring its first go-to-market team (a Founding Account Executive working with the CEO and an SDR) alongside two customer roles for implementations and support, a founding designer for product and marketing, and engineers.

That says sales is still founder-led, the product is proven at 40+ institutions, and the next step is a repeatable motion: conferences, competitions, outbound to credit union executives, and expansion inside existing customers.

Glide has strong raw material (four quantified stories, a dramatic fraud defense story, 25 integrations, an LSCU Shark Tank win) but the homepage shows no numbers, three stories lack metrics, a placeholder post is live, and there is no pricing, help center or bank story. This playbook puts the proof forward, uses fraud as the outbound hook, and builds league and platform partner channels.

Growth Score

6/10

Biggest Opportunity

Lead with fraud and speed: the 282,000-session attack and 50% fraud reduction as the outbound hook, a published go-live commitment, and a shared fraud signal network across every Glide credit union.

Biggest Risk

A two-person sales team selling long, committee-driven deals against larger, platform-owned competitors (MANTL inside Alkami, MeridianLink, Blend) while claiming a bank market it has not yet shown proof in.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    An SDR sequence built on the 282,000-session bot attack

    Write the three warning signs and a one-page summary of the attack.

    High impact First result in 2 weeks
  2. 2

    Put the four real numbers on the homepage

    Confirm each credit union is happy to be quoted on the homepage.

    High impact First result in 1 week
  3. 3

    Call lists and landing pages by core and digital banking platform

    Pull core and platform data for the target list.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 9Fill-ins · 4Reconsider · 5
Effort →

Showing 21 of 21 ideas

This week 5

Quick wins with a clear first action.

  • 01

    A blog post titled "Lorem ipsum dolor sit amet" with template instructions is live and indexed under the Chief Product Officer's name. Credit union buyers judge vendors on control and attention to detail, and a fraud-focused product cannot look unfinished.

    Medium impactLow effort First result in 1 day Founding Product Designer

    First action

    Unpublish the page and request removal in Search Console.

    How to measure it

    Pages with placeholder text

    Now
    –
    Target
    0
    By
    1 week

    Steps

    1. 1

      Unpublish

      Take the post offline and 301 it to the blog.

      Founding Product Designer 15 minutes

    2. 2

      Removal

      Request removal of the URL in Search Console.

      Founding Product Designer 15 minutes

    3. 3

      Rescue

      Move the Gulf Coast Educators quote to its customer story.

      Founding Product Designer 30 minutes

    4. 4

      Sweep

      Check every post and page for template text.

      Founding Product Designer 1 hour

    5. 5

      Checklist

      A pre-publish checklist in Framer (title, slug, author, image, links).

      Founding Product Designer 30 minutes

    6. 6

      Owner

      One person signs off each publish.

      Founding Product Designer ongoing

    First result
    1 day
    Cost
    $0
    Owner
    Founding Product Designer

    Smallest test

    Unpublish it and run the sweep.

    Why it works

    Unpublish or finish the post today (it holds a real Gulf Coast Educators testimonial worth keeping), add a pre-publish check to the CMS, and review the other 11 posts for leftover template text.

    It takes an hour and removes the one page that would make a compliance-minded CIO doubt the rest of the site.

    Risks and how to handle them

    • Nothing else found

      Keep the checklist anyway; it prevents the next one.

    Evidence

    • Your websiteA live blog post titled "Lorem ipsum dolor sit amet, consectetur adipiscing elit" with repeated "Copy" in its URL, dated October 1, 2026, bylined to the cofounder and Chief Product Officer, mixing CMS template instructions with a Gulf Coast Educators FCU testimonial; other posts include "Glide wins LSCU's inaugural Shark Tank competition", "Unlock business banking" and customer videos.Source
    • HiringFounding Product Designer: owns design across account opening, lending and member servicing, builds the design system "across product and marketing", and contributes to brand and campaign design; work used by "hundreds of thousands of users". Other open roles: Technical Support Engineer (September 2026), Software Engineering Manager, two Full Stack Engineers and a Talent Engineer, 10 roles in all.Source
  • 02

    The homepage says Glide moves deposits, activation and efficiency but shows no figures, while the customer cards hold four strong ones: 50% less fraud, 45 minutes to under 5, 70% of approvals automated, half of applications moved online.

    High impactLow effort First result in 1 week Founding Product Designer

    First action

    Confirm each credit union is happy to be quoted on the homepage.

    How to measure it

    Homepage demo request rate

    Now
    –
    Target
    +25% relative
    By
    6 weeks

    Steps

    1. 1

      Confirm

      Permission from four credit unions.

      Digital Program Manager 3 days

    2. 2

      Design

      A results row with logos or names.

      Founding Product Designer 1 day

    3. 3

      Link

      Each number to its story.

      Founding Product Designer 1 hour

    4. 4

      Tone

      Keep the claims as reported, with dates.

      Founding Product Designer 30 minutes

    5. 5

      Publish

      On the homepage and product pages.

      Founding Product Designer 2 hours

    6. 6

      Measure

      Demo request rate before and after.

      Founding Product Designer weekly

    First result
    1 week
    Cost
    $0
    Owner
    Founding Product Designer

    Smallest test

    Add the Sacramento CU number to the hero and compare demo requests for two weeks.

    Why it works

    Replace the three unnumbered result claims with the four story numbers, each linked to its credit union, plus "40+ credit unions and banks" and the go-live time once measured.

    Credit union boards and CEOs compare vendors on outcomes; a number with a named peer is the strongest line on the page.

    Risks and how to handle them

    • Numbers age

      Date each one and refresh twice a year.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source
  • 03

    Glide stopped an SMS pumping attack that sent more than 282,000 sessions at a credit union's account opening. Most credit unions do not know whether their own flow is exposed, and the SDR needs a reason to call that is about the prospect's risk.

    High impactLow effort First result in 2 weeks Sales Development Representat…

    First action

    Write the three warning signs and a one-page summary of the attack.

    How to measure it

    Meetings from the sequence

    Now
    –
    Target
    12 a month
    By
    60 days

    Steps

    1. 1

      Summary

      One page: what happened, signs, how it was stopped.

      Technical Support Engineer 1 day

    2. 2

      List

      Credit unions with online account opening, by core and size.

      Sales Development Representative 2 days

    3. 3

      Sequence

      Three emails and a call script.

      Sales Development Representative 1 day

    4. 4

      Review offer

      A traffic and pass-rate review method.

      Technical Support Engineer 2 days

    5. 5

      Send

      50 a week.

      Sales Development Representative weekly

    6. 6

      Follow up

      Calls within two days of an open.

      Sales Development Representative daily

    7. 7

      Read out

      Meetings and replies by segment.

      Sales Development Representative monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Sales Development Representative

    Smallest test

    Send the sequence to 30 credit unions in California first.

    Why it works

    A three-touch sequence to credit union CIOs, CROs and digital leaders: the attack story, three warning signs to check in their own SMS bills and verification pass rates, and an offer of a free 30-day traffic review of their current account opening flow by the Technical Support Engineer.

    Fraud and SMS cost are measurable today for any credit union, which makes this a stronger opener than "modern digital banking".

    Risks and how to handle them

    • Fear-based outreach backfires

      Lead with the signs to check, not the threat.

    • The affected credit union is identifiable

      Keep it anonymous as in the post.

    Evidence

    • Your websiteBlog post (October 1, 2026): in June 2026 a bot campaign sent more than 282,000 sessions at a Los Angeles credit union's account opening to run SMS pumping (OTP toll fraud); verification pass rate fell to 0.27% from about 85%; Glide's edge bot detection stopped new fraudulent sessions within minutes; no fraudulent accounts and no cost to the credit union.Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source
    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source
    • HiringFounding Product Designer: owns design across account opening, lending and member servicing, builds the design system "across product and marketing", and contributes to brand and campaign design; work used by "hundreds of thousands of users". Other open roles: Technical Support Engineer (September 2026), Software Engineering Manager, two Full Stack Engineers and a Talent Engineer, 10 roles in all.Source
  • 04

    Glide has 25 integration pages (Jack Henry, Corelation, Fiserv, FIS, Q2, Alkami, Lumin, Candescent and more). The Digital Support Manager must know "what a core system is", because fit depends on the core.

    High impactMedium effort First result in 1 month Sales Development Representat…

    First action

    Pull core and platform data for the target list.

    How to measure it

    Reply rate vs generic outreach

    Now
    –
    Target
    2x
    By
    6 weeks

    Steps

    1. 1

      Data

      Core and digital banking platform for each target.

      Sales Development Representative 1 week

    2. 2

      Groups

      Top five stacks by count.

      Sales Development Representative 1 day

    3. 3

      Peers

      A customer on each stack.

      Digital Program Manager 1 day

    4. 4

      Pages

      Five integration pages upgraded to landing pages.

      Founding Product Designer 1 week

    5. 5

      Messages

      One sequence per stack.

      Sales Development Representative 2 days

    6. 6

      Measure

      Replies by stack.

      Sales Development Representative weekly

    First result
    1 month
    Cost
    Core data source subscription, if needed
    Owner
    Sales Development Representative

    Smallest test

    Run one stack (Corelation KeyStone) for two weeks.

    Why it works

    Group target credit unions by core and digital banking platform, then send each group a message naming their stack and the integration page; turn the top five integration pages into landing pages with a peer customer on the same core.

    Credit union buyers first ask "does it work with our core?", so answering it in the first line removes the biggest early objection.

    Risks and how to handle them

    • Core data is out of date

      Confirm on the first call and update the CRM.

    Evidence

    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
    • HiringDigital Support Manager (posted March 2026): post go-live support, needs bank or credit union experience ("you know what a core system is"), spots patterns in support requests, and writes help articles, training materials and client documentation.Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source
  • 05

    Three of seven stories have no metric, including the largest customer (Allegacy, 178,000 members) and the one quoted on the homepage (Island FCU). The Allegacy page also shows two different asset figures.

    Medium impactLow effort First result in 1 month Digital Program Manager

    First action

    Pull 90-day application and completion data for the three credit unions.

    How to measure it

    Stories with metrics

    Now
    –
    Target
    7 of 7
    By
    1 month

    Steps

    1. 1

      Data

      Applications, completion, time to open, go-live.

      Digital Program Manager 2 days

    2. 2

      Approval

      Each credit union signs off.

      Digital Program Manager 2 weeks

    3. 3

      Results box

      Three numbers per story.

      Founding Product Designer 1 day

    4. 4

      Fix

      One asset figure for Allegacy.

      Founding Product Designer 15 minutes

    5. 5

      Homepage

      Add the best number to the results row.

      Founding Product Designer 1 hour

    6. 6

      Sales use

      Numbers in the AE deck.

      Founding Account Executive 1 hour

    First result
    1 month
    Cost
    $0
    Owner
    Digital Program Manager

    Smallest test

    Ask Allegacy for one number this week.

    Why it works

    The Digital Program Manager pulls go-live date, applications, completion rate and time to open from each implementation, gets approval, and adds a results box; fix the $2.3B versus $2.5B conflict.

    The biggest logos without numbers are the weakest proof; the data already sits in the product.

    Risks and how to handle them

    • Credit unions are slow to approve

      Ask for relative numbers ("completion up by a third") first.

    Evidence

    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source
    • Your websiteAllegacy FCU story: $2.3B in assets (the page metadata says $2.5B), 178,000+ members, 19 branches; uses consumer and commercial account opening and the loan application; CIO Zac Streelman: "Glide is really the only player in the space that can handle the needs of credit union consumers" and commercial members; no results numbers.Source
    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source

This quarter 9

The core plays for the next three months.

  • 06

    Glide won the League of Southeastern Credit Unions' first Shark Tank. The Founding AE is asked to "pitch at competitions"; leagues and their service companies are how credit unions find vetted vendors.

    High impactMedium effort First result in 2 quarters Founding Account Executive

    First action

    Ask LSCU what their preferred partner program requires.

    How to measure it

    Opportunities from leagues

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      LSCU

      Preferred partner terms.

      Founding Account Executive 2 weeks

    2. 2

      Offer

      Member discount and implementation promise.

      CEO 1 week

    3. 3

      Webinar

      One member webinar per league.

      Founding Account Executive quarterly

    4. 4

      Next leagues

      Three more leagues by member count.

      Founding Account Executive 1 month

    5. 5

      Competitions

      Enter the next innovation competitions.

      Founding Account Executive ongoing

    6. 6

      Track

      League as lead source.

      Sales Development Representative ongoing

    First result
    2 quarters
    Cost
    Program fees
    Owner
    Founding Account Executive

    Smallest test

    Run one LSCU member webinar.

    Why it works

    Ask LSCU for a preferred vendor or innovation program slot, then repeat with other state leagues: member webinars, a league member discount and a speaking slot at each league's annual meeting.

    A league endorsement reaches every credit union in a region at once and carries trust a startup cannot buy.

    Risks and how to handle them

    • Exclusivity requests

      Avoid exclusive terms that block other regions.

    Evidence

    • Your websiteA live blog post titled "Lorem ipsum dolor sit amet, consectetur adipiscing elit" with repeated "Copy" in its URL, dated October 1, 2026, bylined to the cofounder and Chief Product Officer, mixing CMS template instructions with a Gulf Coast Educators FCU testimonial; other posts include "Glide wins LSCU's inaugural Shark Tank competition", "Unlock business banking" and customer videos.Source
    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source
  • 07

    Glide integrates with Q2, Jack Henry, Lumin Digital, Candescent and others. Their account teams hear "our account opening is bad" from credit unions every week.

    High impactMedium effort First result in 2 quarters Founding Account Executive

    First action

    Find which platforms the current 40+ customers use most.

    How to measure it

    Platform-sourced opportunities

    Now
    –
    Target
    15
    By
    2 quarters

    Steps

    1. 1

      Rank

      Platforms by customer count.

      Founding Account Executive 2 days

    2. 2

      Marketplaces

      Apply to each partner marketplace.

      Founding Account Executive 1 month

    3. 3

      Guide

      When to bring in Glide.

      Founding Account Executive 2 days

    4. 4

      Training

      One session per partner team.

      Founding Account Executive per partner

    5. 5

      Webinars

      Joint webinar per platform.

      Founding Account Executive quarterly

    6. 6

      Track

      Partner source in HubSpot.

      Sales Development Representative ongoing

    First result
    2 quarters
    Cost
    Marketplace fees, if any
    Owner
    Founding Account Executive

    Smallest test

    Get listed in one marketplace and run one webinar.

    Why it works

    List Glide in each platform's partner marketplace, train their account teams with a one-page "when to bring in Glide" guide, and run joint webinars for their credit union customers. Skip Alkami, which owns the competitor MANTL.

    Platform partners are already trusted inside the credit union and can make the introduction a founding AE cannot.

    Risks and how to handle them

    • Partners build their own

      Focus on platforms without a native account opening product.

    Evidence

    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
    • Competitor researchDigital account opening and onboarding vendors that sell to the same credit unions and community banks: MANTL (owned by Alkami since 2024), Blend, MeridianLink Opening, Narmi and Terafina; several of them are also Glide integration partners or digital banking platforms Glide connects to.Source
    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
  • 08

    Credit union CEOs buy on peer references. Island FCU's CEO already says it is "better than any other product we've ever seen", and the Digital Program Manager owns these relationships after go-live.

    High impactLow effort First result in 1 month Digital Program Manager

    First action

    Ask Island FCU's CEO to be the first reference.

    How to measure it

    Closed deals with a reference

    Now
    –
    Target
    70%
    By
    2 quarters

    Steps

    1. 1

      Invite

      Ten executives.

      Digital Program Manager 2 weeks

    2. 2

      Thanks

      Community donation per reference.

      CEO 1 day

    3. 3

      Roadmap

      Quarterly roadmap preview for references.

      Digital Program Manager quarterly

    4. 4

      Scheduling

      A reference request form for AEs.

      Founding Account Executive 1 day

    5. 5

      Introductions

      One ask per year per reference.

      Digital Program Manager yearly

    6. 6

      Track

      Reference use per deal.

      Founding Account Executive ongoing

    First result
    1 month
    Cost
    Donations, about $500 per reference
    Owner
    Digital Program Manager

    Smallest test

    Ask three executives this month.

    Why it works

    Recruit ten customer executives to take two reference calls a quarter, give them early roadmap access and a donation to their community fund for each reference, and ask each for one introduction per year.

    A peer CEO call closes more deals than any demo, and the cooperative credit union culture makes sharing normal.

    Risks and how to handle them

    • Reference fatigue

      Cap calls per executive each quarter.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source
    • Your websiteAllegacy FCU story: $2.3B in assets (the page metadata says $2.5B), 178,000+ members, 19 branches; uses consumer and commercial account opening and the loan application; CIO Zac Streelman: "Glide is really the only player in the space that can handle the needs of credit union consumers" and commercial members; no results numbers.Source
  • 09

    The homepage says "weeks, not months", and Allegacy picked Glide partly on its ability to execute against a schedule. Implementation risk is the main reason credit unions delay a switch.

    High impactMedium effort First result in 1 quarter Digital Program Manager

    First action

    Pull kickoff and go-live dates for every implementation.

    How to measure it

    Median go-live time

    Now
    –
    Target
    Under 60 days, published
    By
    1 quarter

    Steps

    1. 1

      History

      Kickoff and go-live dates.

      Digital Program Manager 2 days

    2. 2

      Plan

      Standard implementation plan with milestones.

      Digital Program Manager 1 week

    3. 3

      Commitment

      Terms and credit if missed.

      CEO 1 week

    4. 4

      Publish

      Median time on the homepage.

      Founding Product Designer 1 day

    5. 5

      Track

      Live tracker per implementation.

      Digital Program Manager ongoing

    6. 6

      Review

      Misses and causes monthly.

      Digital Program Manager monthly

    First result
    1 quarter
    Cost
    Credits on missed dates
    Owner
    Digital Program Manager

    Smallest test

    Offer the commitment in the next three proposals.

    Why it works

    The Digital Program Manager tracks kickoff-to-go-live for every customer, publishes the median, and offers a written 60-day go-live commitment with a fee credit if Glide misses its part.

    A measured, guaranteed timeline turns the biggest objection into a reason to buy now.

    Risks and how to handle them

    • Delays on the credit union side

      Commit only to Glide's milestones, with shared dependencies listed.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • Your websiteAllegacy FCU story: $2.3B in assets (the page metadata says $2.5B), 178,000+ members, 19 branches; uses consumer and commercial account opening and the loan application; CIO Zac Streelman: "Glide is really the only player in the space that can handle the needs of credit union consumers" and commercial members; no results numbers.Source
    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source
  • 10

    Onboarding covers direct deposit switching, debit cards, Apple Wallet and joint owners, and the Digital Support Manager sees patterns across credit unions. Activation is the number credit union boards worry about after account growth.

    Medium impactMedium effort First result in 2 months Digital Support Manager

    First action

    Check which activation events Glide can measure today.

    How to measure it

    Meetings from the benchmark

    Now
    –
    Target
    15
    By
    3 months after launch

    Steps

    1. 1

      Measures

      Four activation events.

      Digital Support Manager 1 week

    2. 2

      Consent

      Customer terms for aggregated data.

      CEO 1 week

    3. 3

      Compute

      Results by size band.

      Technical Support Engineer 2 weeks

    4. 4

      Write

      Short report with practices.

      Digital Support Manager 2 weeks

    5. 5

      Design

      Report and charts.

      Founding Product Designer 1 week

    6. 6

      Launch

      Trade press and SDR sequence.

      Sales Development Representative 2 weeks

    First result
    2 months
    Cost
    $0
    Owner
    Digital Support Manager

    Smallest test

    Publish one number (direct deposit switching in 90 days) as a post.

    Why it works

    Publish an anonymized benchmark: share of new members who switch direct deposit, activate a card or add a wallet in 90 days, by credit union size, plus what top performers do differently.

    Benchmarks give the SDR a reason to call ("how do you compare?") and get picked up by credit union trade press.

    Risks and how to handle them

    • Too few customers for privacy

      Use size bands only when five or more credit unions are in a band.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • HiringDigital Support Manager (posted March 2026): post go-live support, needs bank or credit union experience ("you know what a core system is"), spots patterns in support requests, and writes help articles, training materials and client documentation.Source
    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
  • 11

    Allegacy chose Glide because it handles consumer and commercial members equally, Glide integrates Middesk for business verification, and the blog already has "Unlock business banking". Most credit union account opening tools are consumer-first.

    High impactMedium effort First result in 2 months Founding Account Executive

    First action

    List credit unions with business lending in the target regions.

    How to measure it

    Opportunities led with business accounts

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Page

      Business account opening page.

      Founding Product Designer 1 week

    2. 2

      Proof

      Allegacy quote and flow screenshots.

      Digital Program Manager 2 days

    3. 3

      List

      Credit unions with business programs.

      Sales Development Representative 1 week

    4. 4

      Sequence

      Business banking outbound.

      Sales Development Representative 2 days

    5. 5

      Webinar

      With Allegacy's CIO.

      Founding Account Executive 1 month

    6. 6

      Measure

      Opportunities tagged business.

      Founding Account Executive monthly

    First result
    2 months
    Cost
    $0
    Owner
    Founding Account Executive

    Smallest test

    Send the business sequence to 40 credit unions.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    A business account opening page and campaign for credit unions launching or growing business services: Allegacy's quote, the business verification flow, and a target list of credit unions with business lending programs.

    Business deposits are larger and stickier, and few vendors handle them well, so it is a sharper wedge than consumer account opening.

    Risks and how to handle them

    • Smaller credit unions lack business programs

      Target by business loan volume.

    Evidence

    • Your websiteAllegacy FCU story: $2.3B in assets (the page metadata says $2.5B), 178,000+ members, 19 branches; uses consumer and commercial account opening and the loan application; CIO Zac Streelman: "Glide is really the only player in the space that can handle the needs of credit union consumers" and commercial members; no results numbers.Source
    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
    • Your websiteA live blog post titled "Lorem ipsum dolor sit amet, consectetur adipiscing elit" with repeated "Copy" in its URL, dated October 1, 2026, bylined to the cofounder and Chief Product Officer, mixing CMS template instructions with a Gulf Coast Educators FCU testimonial; other posts include "Glide wins LSCU's inaugural Shark Tank competition", "Unlock business banking" and customer videos.Source
    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
  • 12

    Both the Founding AE and SDR roles include conferences, events and competitions. Without a plan, a two-person team spreads thin.

    Medium impactMedium effort First result in 1 quarter Sales Development Representat…

    First action

    Shortlist events by number of target credit unions attending.

    How to measure it

    Meetings per event

    Now
    –
    Target
    15
    By
    per event

    Steps

    1. 1

      Shortlist

      Six events by target attendance.

      Sales Development Representative 1 week

    2. 2

      Budget

      Booths versus dinners.

      CEO 2 days

    3. 3

      Pre-book

      Three-touch invites.

      Sales Development Representative per event

    4. 4

      Dinner

      Eight to twelve prospect executives.

      Founding Account Executive per event

    5. 5

      Follow-up

      Within a week.

      Sales Development Representative per event

    6. 6

      Review

      Pipeline per event.

      Founding Account Executive per event

    First result
    1 quarter
    Cost
    $5,000-$15,000 per event
    Owner
    Sales Development Representative

    Smallest test

    Run one dinner at the next league meeting.

    Why it works

    Pick six events for 2027 (national credit union policy and technology conferences, two league annual meetings, one community bank event and one innovation competition), book meetings in advance, and host one dinner per event for prospect CEOs.

    Pre-booked meetings and small dinners give a small team the reach of a large booth.

    Risks and how to handle them

    • Low show rates

      Confirm the day before.

    Evidence

    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source
    • Your websiteA live blog post titled "Lorem ipsum dolor sit amet, consectetur adipiscing elit" with repeated "Copy" in its URL, dated October 1, 2026, bylined to the cofounder and Chief Product Officer, mixing CMS template instructions with a Gulf Coast Educators FCU testimonial; other posts include "Glide wins LSCU's inaugural Shark Tank competition", "Unlock business banking" and customer videos.Source
  • 13

    The Digital Support Manager is hired to write help articles and training material. There is no help center on the site, so prospects cannot see how integrations, exceptions or compliance steps work.

    Medium impactMedium effort First result in 2 months Digital Support Manager

    First action

    List the 20 most common support questions.

    How to measure it

    Prospect sessions on help pages

    Now
    –
    Target
    300 a month
    By
    3 months

    Steps

    1. 1

      Questions

      Top 20 support questions.

      Digital Support Manager 2 days

    2. 2

      Tool

      Help center tool linked from the site.

      Digital Support Manager 1 day

    3. 3

      Write

      Guides per core and product.

      Digital Support Manager 1 month

    4. 4

      Review

      Technical accuracy.

      Technical Support Engineer ongoing

    5. 5

      Release notes

      Monthly.

      Digital Support Manager monthly

    6. 6

      Measure

      Tickets deflected and prospect visits.

      Digital Support Manager monthly

    First result
    2 months
    Cost
    Help center tool
    Owner
    Digital Support Manager

    Smallest test

    Publish five articles and link them from the integration pages.

    Why it works

    Publish a help center with implementation guides per core, troubleshooting, compliance notes (identity checks, disclosures) and release notes; keep customer-only material behind login.

    For a technical buyer, documentation is proof; public help pages also rank for the long-tail searches credit union staff make.

    Risks and how to handle them

    • Public docs help competitors

      Keep configuration detail behind login.

    Evidence

    • HiringDigital Support Manager (posted March 2026): post go-live support, needs bank or credit union experience ("you know what a core system is"), spots patterns in support requests, and writes help articles, training materials and client documentation.Source
    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
    • programmable.infoSite scan: Framer with Google Tag Manager, Plausible and HubSpot; Mozilla Observatory grade F and DMARC policy "none"; fast pages (LCP p75 1.1 seconds); domain registered March 2023; YouTube and X accounts linked.Source
  • 14

    The Digital Program Manager is asked to find new business with existing clients. Many customers use one or two of Glide's four products.

    High impactMedium effort First result in 1 quarter Digital Program Manager

    First action

    Build the map for the ten largest customers.

    How to measure it

    Average products per customer

    Now
    –
    Target
    +0.5
    By
    2 quarters

    Steps

    1. 1

      Map

      Products per customer.

      Digital Program Manager 2 days

    2. 2

      Triggers

      Timing signals per product.

      Digital Program Manager 2 days

    3. 3

      Offers

      Bundles for second products.

      CEO 1 week

    4. 4

      Reviews

      Quarterly business reviews.

      Digital Program Manager quarterly

    5. 5

      Handoff

      AE joins expansion deals.

      Founding Account Executive ongoing

    6. 6

      Track

      Expansion revenue.

      Digital Program Manager monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Digital Program Manager

    Smallest test

    Pitch AI agents to three account opening customers.

    Why it works

    For each customer, map products owned, the next logical product, and a timing trigger (a lending campaign, a dormant member list, a staffing gap in the back office); present it at each quarterly review.

    Expansion in existing credit unions closes faster than new logos and raises revenue per institution.

    Risks and how to handle them

    • Implementation load

      Sequence expansions so the program team is not overloaded.

    Evidence

    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source
    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source

Big bets 3

Larger plays that can change the trajectory.

  • 15

    Glide spotted the bot attack from cross-customer monitoring, and One Nevada cut account opening fraud in half. With 40+ institutions, Glide sees attacks moving between credit unions before any single one does.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Write down which signals from the June attack would have warned other customers.

    How to measure it

    Institutions on the network

    Now
    –
    Target
    60
    By
    12 months

    Steps

    1. 1

      Signals

      List and test shared signals.

      Technical Support Engineer 1 month

    2. 2

      Privacy

      Data sharing terms and NCUA expectations.

      CEO 1 month

    3. 3

      Reports

      Monthly fraud report per customer.

      Technical Support Engineer 1 month

    4. 4

      Package

      Name, price, standalone version.

      CEO 2 weeks

    5. 5

      Pilot

      Five non-customers on the standalone version.

      Founding Account Executive 1 quarter

    6. 6

      Launch

      League webinars and the SDR sequence.

      Sales Development Representative 1 month

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    CEO

    Smallest test

    Send this month's fraud report to five customers.

    Why it works

    Package fraud defense as a named product: shared signals (device, IP-phone mismatches, known bad patterns) across all customers, monthly fraud reports to each credit union, and a version sold to credit unions that keep another account opening vendor.

    Fraud budgets are separate from digital budgets, and a network gets better with each customer, which competitors with fewer credit unions cannot match.

    Risks and how to handle them

    • Data sharing concerns

      Share derived signals, never member data.

    Evidence

    • Your websiteBlog post (October 1, 2026): in June 2026 a bot campaign sent more than 282,000 sessions at a Los Angeles credit union's account opening to run SMS pumping (OTP toll fraud); verification pass rate fell to 0.27% from about 85%; Glide's edge bot detection stopped new fraudulent sessions within minutes; no fraudulent accounts and no cost to the credit union.Source
    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source
    • HiringFounding Product Designer: owns design across account opening, lending and member servicing, builds the design system "across product and marketing", and contributes to brand and campaign design; work used by "hundreds of thousands of users". Other open roles: Technical Support Engineer (September 2026), Software Engineering Manager, two Full Stack Engineers and a Talent Engineer, 10 roles in all.Source
  • 16

    Every job post says Glide serves "community banks and credit unions" and aims for "hundreds of banks", but every published story is a credit union. Community banks use many of the same cores (Jack Henry, Fiserv, FIS).

    High impactHigh effort First result in 3 quarters Founding Account Executive

    First action

    List community banks on Jack Henry and Fiserv in the Northeast.

    How to measure it

    Community bank customers

    Now
    –
    Target
    5
    By
    12 months

    Steps

    1. 1

      Design partners

      Two banks with a discount.

      Founding Account Executive 1 quarter

    2. 2

      Language

      Bank terms, not member terms.

      Founding Product Designer 1 week

    3. 3

      Page

      Community bank page.

      Founding Product Designer 1 week

    4. 4

      Event

      One state bankers or community bank association event.

      Founding Account Executive per event

    5. 5

      Stories

      Two bank stories.

      Digital Program Manager 1 quarter

    6. 6

      Outbound

      Bank sequence by core.

      Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Design partner discounts
    Owner
    Founding Account Executive

    Smallest test

    Run ten community bank discovery calls.

    Why it works

    Sign two design-partner community banks, publish their stories, build a bank-specific page (business accounts, deposit growth, bank compliance language) and attend one community bank association event.

    There are thousands of community banks facing the same deposit pressure, and the integrations already exist.

    Risks and how to handle them

    • Splits a small team's focus

      Cap bank work at one AE's quarter until the first two go live.

    Evidence

    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
    • Your websiteCustomers page: 7 credit union stories. One Nevada reduced online account opening fraud 50%; First Financial FCU moved half its applications online and automated 70% of approvals; Sacramento CU cut account opening from 45 minutes to under 5; Gulf Coast Educators FCU cut applications to under 5 minutes; Allegacy, Island and Pacific Service show no metric.Source
    • Your websiteSitemap: 51 URLs, including 25 integration pages (Q2, Alkami, Jack Henry, Corelation, Fiserv, FIS, Candescent, Lumin Digital, MeridianLink, Velera, Origence, Plaid, Truv, Knot, Verafin, Middesk, Glia and more), 12 blog posts, 4 product pages, no pricing, comparison or help center pages.Source
  • 17

    There is no pricing page. Smaller credit unions are numerous and slow to engage with custom quotes, and Glide wants to reach hundreds of institutions with a two-person sales team.

    High impactMedium effort First result in 2 quarters CEO

    First action

    Model what a $300M credit union pays today.

    How to measure it

    Starter package deals

    Now
    –
    Target
    15
    By
    2 quarters

    Steps

    1. 1

      Model

      Current pricing for small credit unions.

      CEO 1 week

    2. 2

      Package

      Scope and price.

      CEO 2 weeks

    3. 3

      Page

      Pricing page.

      Founding Product Designer 1 week

    4. 4

      Contract

      Standard short contract.

      CEO 2 weeks

    5. 5

      Launch

      League webinars and outbound.

      Sales Development Representative 1 month

    6. 6

      Review

      Margin and implementation load.

      CEO monthly

    First result
    2 quarters
    Cost
    Possible lower prices on small deals
    Owner
    CEO

    Smallest test

    Offer the package to five small credit unions privately first.

    Why it works

    A fixed-price starter package (account opening plus onboarding, standard integrations, 60-day go-live) shown on a pricing page, with enterprise pricing still custom.

    Clear pricing lets small credit unions self-qualify and shortens cycles for the SDR.

    Risks and how to handle them

    • Undercuts enterprise pricing

      Limit by asset size and scope.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • HiringFounding Account Executive (New York, $100K-$150K plus 0.05-0.15% equity, first posted March 2025): works directly with the CEO to "build Glide's go-to-market function from the ground up"; build relationships with banking executives, source leads in person and virtually, attend conferences, host events, visit prospects and "pitch at competitions", and set up the sales process and tools; goal of growing to "hundreds of banks".Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 18

    Credit union mergers mean one institution must re-onboard thousands of members into new accounts. That is the exact moment account opening and onboarding software is needed.

    Medium impactLow effort First result in 1 month Sales Development Representat…

    First action

    List the mergers announced in the last 90 days.

    How to measure it

    Meetings from mergers

    Now
    –
    Target
    4 a month
    By
    3 months

    Steps

    1. 1

      Source

      Regulator merger notices and trade press.

      Sales Development Representative 2 hours

    2. 2

      Plan

      A one-page merger onboarding plan.

      Digital Program Manager 2 days

    3. 3

      Message

      To the continuing credit union.

      Sales Development Representative 2 hours

    4. 4

      Alert

      Weekly check.

      Sales Development Representative 30 minutes a week

    5. 5

      Send

      Within two weeks of announcement.

      Sales Development Representative ongoing

    6. 6

      Measure

      Meetings and deals.

      Sales Development Representative monthly

    First result
    1 month
    Cost
    $0
    Owner
    Sales Development Representative

    Smallest test

    Contact the three most recent merger announcements.

    Why it works

    Watch merger announcements and regulator notices, and contact the continuing credit union with a merger onboarding plan: bulk account opening, direct deposit switching and a member welcome flow.

    A merger creates a deadline and a budget, which most outbound lacks.

    Risks and how to handle them

    • Mergers bring vendor freezes

      Offer help after the legal merger date.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • HiringSales Development Representative ($50K-$80K plus up to $80K commission): outbound calls, emails, LinkedIn and event networking to banking executives, qualifying inbound leads, and representing Glide at conferences, events and competitions; refines the sales playbook with the CEO.Source
    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source
  • 19

    Glide is white label, so the hundreds of thousands of people using it never see the name. Credit union staff and board members visiting peers' sites are the audience that matters.

    Medium impactLow effort First result in 1 month Founding Product Designer

    First action

    Ask three customers whether they would show the link for a credit.

    How to measure it

    Leads from "Built with Glide"

    Now
    –
    Target
    3 a quarter
    By
    2 quarters

    Steps

    1. 1

      Ask

      Three customers.

      Digital Program Manager 1 week

    2. 2

      Design

      A small, optional link.

      Founding Product Designer 2 days

    3. 3

      Landing

      A page for visiting credit union staff.

      Founding Product Designer 2 days

    4. 4

      Credit

      Referral credit terms.

      CEO 1 day

    5. 5

      Enable

      Customers opt in.

      Digital Program Manager ongoing

    6. 6

      Measure

      Visits and leads.

      Founding Product Designer monthly

    First result
    1 month
    Cost
    $0
    Owner
    Founding Product Designer

    Smallest test

    Turn it on for one customer that agrees.

    Why it works

    Add an optional small "Account opening by Glide" link in the footer of the application or the confirmation page that customers can turn on, with a referral credit for each new credit union it brings.

    Peers check each other's digital experience before buying; a discreet link turns every live application into a reference.

    Risks and how to handle them

    • Credit unions want full white label

      Keep it off by default and opt-in only.

    Evidence

    • HiringFounding Product Designer: owns design across account opening, lending and member servicing, builds the design system "across product and marketing", and contributes to brand and campaign design; work used by "hundreds of thousands of users". Other open roles: Technical Support Engineer (September 2026), Software Engineering Manager, two Full Stack Engineers and a Talent Engineer, 10 roles in all.Source
    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • Your websiteAllegacy FCU story: $2.3B in assets (the page metadata says $2.5B), 178,000+ members, 19 branches; uses consumer and commercial account opening and the loan application; CIO Zac Streelman: "Glide is really the only player in the space that can handle the needs of credit union consumers" and commercial members; no results numbers.Source
  • 20

    Onboarding promises to activate "new and dormant members". Every credit union has a list of members with no recent activity, and few have a way to bring them back.

    Medium impactMedium effort First result in 2 months Digital Support Manager

    First action

    Pick one existing customer to run the challenge first.

    How to measure it

    Pilot-to-contract rate

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Design

      Pilot scope and data needed.

      Digital Support Manager 1 week

    2. 2

      Compliance

      Messaging review with the credit union.

      Digital Support Manager 1 week

    3. 3

      Run

      First run with a customer.

      Digital Support Manager 30 days

    4. 4

      Report

      Results template.

      Digital Support Manager 2 days

    5. 5

      Offer

      To prospects via the SDR.

      Sales Development Representative ongoing

    6. 6

      Convert

      AE proposal at day 30.

      Founding Account Executive per pilot

    First result
    2 months
    Cost
    Pilot delivery time
    Owner
    Digital Support Manager

    Smallest test

    Run it with one customer and publish the result.

    Why it works

    Offer prospects a free 30-day pilot: Glide runs its onboarding flow on a slice of the credit union's dormant members and reports how many switched direct deposit, activated a card or opened a product.

    A pilot on the prospect's own members proves value with their numbers, which is the strongest close.

    Risks and how to handle them

    • Pilots without commitment

      Agree the contract terms before the pilot starts.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • HiringDigital Support Manager (posted March 2026): post go-live support, needs bank or credit union experience ("you know what a core system is"), spots patterns in support requests, and writes help articles, training materials and client documentation.Source
    • HiringDigital Program Manager (posted March 2026): runs implementations from kickoff to go-live (requirements, UAT, bug reporting), travels to client sites, communicates product updates and roadmaps, analyzes customer data for feature ideas and "identify and develop new business opportunities with existing clients".Source
  • 21

    Glide wrote "Beyond the demo: how to measure AI agent performance". Credit unions are wary of AI claims; Glide can publish what its agents actually do.

    Medium impactMedium effort First result in 2 months Technical Support Engineer

    First action

    Pull last month's agent task counts and outcomes.

    How to measure it

    Scorecard views in deals

    Now
    –
    Target
    50% of opportunities
    By
    1 quarter

    Steps

    1. 1

      Measures

      Five agent measures.

      Technical Support Engineer 1 week

    2. 2

      Data

      Monthly extract.

      Technical Support Engineer 1 week

    3. 3

      Page

      Scorecard page.

      Founding Product Designer 1 week

    4. 4

      Method

      How each number is measured.

      Technical Support Engineer 2 days

    5. 5

      Share

      In sales decks and league webinars.

      Founding Account Executive ongoing

    6. 6

      Update

      Monthly.

      Technical Support Engineer monthly

    First result
    2 months
    Cost
    $0
    Owner
    Technical Support Engineer

    Smallest test

    Publish one number (documents collected by agents last month).

    Why it works

    A live, anonymized scorecard: tasks handled by agents (document requests, verifications, follow-ups), resolution rates, average time saved per application, and human escalation rates, updated monthly.

    Measured results answer the first objection to AI in a regulated institution better than any claim.

    Risks and how to handle them

    • A bad month is public

      Show trends and explain dips.

    Evidence

    • Your websiteHomepage: "AI for financial institutions that refuse to be left behind"; four products (AI Agents, Account Opening, Onboarding, Loan Application); "Trusted by 40+ credit unions and banks"; go live in "weeks, not months"; one quote, from Island Federal Credit Union's CEO ("better than any other product we've ever seen"); results are named (more deposits and loans, higher activation, efficiency) but no figures are shown.Source
    • Your websiteA live blog post titled "Lorem ipsum dolor sit amet, consectetur adipiscing elit" with repeated "Copy" in its URL, dated October 1, 2026, bylined to the cofounder and Chief Product Officer, mixing CMS template instructions with a Gulf Coast Educators FCU testimonial; other posts include "Glide wins LSCU's inaugural Shark Tank competition", "Unlock business banking" and customer videos.Source
    • HiringFounding Product Designer: owns design across account opening, lending and member servicing, builds the design system "across product and marketing", and contributes to brand and campaign design; work used by "hundreds of thousands of users". Other open roles: Technical Support Engineer (September 2026), Software Engineering Manager, two Full Stack Engineers and a Talent Engineer, 10 roles in all.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

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  • Redesign Health growth strategyA global venture and applied technology firm that builds and backs healthcare companies through venture capital, venture buyouts, the…21 growth ideas
  • Yepoda growth strategyA Berlin-based clean K-Beauty brand making vegan Korean skincare and tinted skincare, sold through its own sites in Europe, the UK and the…22 growth ideas
  • airSlate growth strategyA portfolio of document and marketing software: SignNow (eSignature), pdfFiller and DocHub (PDF editing), altaFlow (workflow automation…23 growth ideas
  • BloomChic growth strategyA digital-first plus-size fashion brand selling dresses, tops, swimwear and more in sizes 10–30 through bloomchic.com and its iOS and…21 growth ideas
  • DiligenceSquared growth strategyAn AI-native consulting firm for market research and commercial due diligence. AI agents run expert and customer interviews in 30+…24 growth ideas
  • Seneca growth strategyAutonomous, hand-carriable firefighting drone systems with AI targeting that deliver foam suppressant to wildfires, for initial attack…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Glide did not commission, review or endorse it, and Programmable is not affiliated with Glide. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Glide runs its business.

Something wrong, or do you represent Glide? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Remove the placeholder post, put numbers on the homepage, launch the fraud sequence and core-specific lists, add metrics to the remaining stories; start the league program and the reference program.

  2. Days 31 to 6011 ideas

    Platform co-selling, the go-live commitment, the activation benchmark, business banking, the 2027 event plan, the help center and the cross-sell map, plus the wildcards.

  3. Days 61 to 903 ideas

    Decide the big bets: the fraud network, community banks and a starter package.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value account opening in under five minutes. The most cited problem: slow, branch-era application flows.

  • Fewer fraudulent applications
  • Fraud and bot attacks on online opening
  • In their words: “only player in the space”

Market

Competitive landscape

5 competitors compared: MANTL (Alkami), MeridianLink Opening, Blend, Narmi and 1 more.

  • Gap to exploit: Fraud defense built into account opening
  • MANTL (Alkami): Less attractive to non-Alkami institutions
  • MeridianLink Opening: Legacy experience

Hiring signals

Glide has 10 open roles. On the go-to-market side it is still building from zero: a Founding Account Executive and an SDR, both working directly with the CEO, both asked to work conferences, events and competitions…

  • Founding Account Executive: Founder-led sales becoming a GTM function; conferences, events and competitions. Ideas 6, 7, 11, 12, 16.
  • Sales Development Representative: Outbound to banking executives plus inbound qualification. Ideas 3, 4, 12, 18.
  • Digital Program Manager: Implementations and expansion in existing clients. Ideas 5, 8, 9, 14.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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