Smarter Systems.
Authentic Relationships.
We help leaders use AI and smart systems to deliver personalized experiences at scale.
Every lead, client, and donor feels cared for, and nothing falls through the cracks.
Who We Serve
AI systems designed for relationship-driven organizations. We partner with:
Professional
Firms
Streamline client acquisition and project workflows to scale your expertise
Local
Businesses
Capture and convert leads automatically — before they call your competitor
Nonprofits &
Higher Ed
Give every donor major-gift-level attention through personalized AI journeys
Entrepreneurs & Coaches
Grow sustainably with automated systems that feel personal
Why You Need an AI Strategy Now
Your audience already expects personalization.
In a world where Netflix curates, Amazon anticipates, and Spotify learns your preferences, clients and donors expect the same tailored experience from you.
We help you meet that expectation ethically by using AI to enhance, not replace, authentic relationships.
What We Offer
Strategic AI Implementation That Drives Results
We identify and implement AI systems that make your work easier, faster, and more human.
- AI Strategy Assessment & Roadmap
Pinpoint where automation can save time and improve results. Get a clear, actionable plan for implementation.
- AI Training & Team Enablement
Turn your staff into confident, ethical AI users with customized workshops and SOPs.
- Automation Systems & Funnels
Build marketing, donor, and lead-generation systems that run automatically and still feel personal.
- Ongoing Fractional AI and Marketing Support
Access experienced leadership and integrated marketing management for continued growth.
about Advancement digital
Strategic, Human-Focused AI & Marketing
Hi, I'm Kathleen Banks, Founder & President of Advancement Digital.
After two decades in marketing and leadership, I’ve seen what it takes to grow sustainably: strategy, systems, and genuine human connection.
We design AI-powered solutions that amplify relationships and efficiency while protecting your organization’s values.

clients & employers
Trusted by Mission-Driven Leaders and Organizations
With more than twenty years of experience in leadership and consulting roles in marketing, fundraising, and communications with well-known organizations, large and small, we've seen what works — and what doesn't. This perspective allows us to see both your challenges and your opportunities.
How To Get Started
Step 1
Book your
Discovery Call
Share your goals in a free 20-minute call, and we’ll pinpoint where AI can make the biggest impact.
Step 2
Schedule training sessions
Engage your team with practical AI workshops that build understanding and spark new ideas.
Step 3
Get An AI STrategy Assessment
Uncover opportunities, save time, and receive a clear roadmap for sustainable growth.
Step 4
Implement your custom plan & scale
Change succeeds with preparation. We help you roll out your plan smoothly and grow confidently.
testimonials
What People Say
Megan MIX
Flatiron Forge

“Kathleen seamlessly translated our ideas into a professional, high-performing website that allows new clients to find us easily.”
elizabeth waldstein
Walkway Over the Hudson

“She improved our donor segmentation, campaigns, and overall strategy, growing our annual fund by leaps and bounds.”
Ready to reclaim your time and scale your impact?
Let’s create systems that work as hard as you do.



















