FinServ that gets found first and chosen faster
AI search just beat SEO as the top route to B2B content; if your answers aren’t clear and machine-readable, you won’t make the shortlist, whether you’re in banking, fintech, insurance or wealth.
Why this guide matters right now
Buyers are shortlisting inside AI answers and on LinkedIn feeds before they speak to you. Recent data shows AI search has overtaken classic SEO for B2B discovery, with social and video right behind. Senior decision-makers still act on high-quality thinking: 86% would invite consistent producers into an RFP and 60% would pay a premium for brands that publish real proof.
What you’ll learn
- Create buyer-question titles and 40–60 word answers that surface in feeds and AI.
- Structure LinkedIn PDFs and short video so humans skim, save and share.
- Tidy the metadata machines need: filenames, alt text, SRTs, transcripts.
- Set a clear trust signal with named experts and cited sources.
- Measure saves, sends, branded search and time to opportunity; metrics the board will believe.
- Run a 30 60 90 plan your team can actually deliver.
Who this is for
Brand-side marketers, CMOs and senior stakeholders in banking, fintech, insurance and wealth; under pressure to prove growth; time-poor, outcome-focused, ready to swap vanity metrics for signals that move deals.
Why act now
AI summaries are changing click behaviour across financial services; you need signals you own and can prove. Social search is the bedrock that convinces buyers to choose you. Clear answers plus tidy metadata lift your odds of being surfaced, saved and shortlisted.