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Industry · Financial Services & Fintech
The first decision happens elsewhere. Be in it, accurately.
How do customers choose a financial provider now?Copy answer
Customers increasingly start with comparison engines and AI answers, shortlisting providers on fees, features and how clearly each explains them. Trust decides the rest: accurate information across third-party sources, content that stays within promotion rules, and a fast, human reply. Most firms lose people before they reach their own site.
Pick your sector for the version written for your customers: where they compare, what they need explained, and the three places a good firm usually loses them.
01 · Pick your sector
Eight sectors. Eight different decisions.
Each playbook follows one kind of customer from the first comparison to a funded account, placed policy or signed engagement, then lays out the five moves we'd make first. Every one is free to read.
Trust forms over months. Named advisers need to be as findable as the firm.
Read the playbook Insurance brokersComparison sites own the head terms, so win on complex and niche cover instead.
Read the playbook Lending & mortgagesRate-driven and heavily regulated. Calculators and eligibility content carry the demand.
Read the playbook Payments & PSPsIntegration and pricing pages are the shortlist. Developers check docs before sales.
Read the playbook Accounting firmsLocal plus specialism, plus the deadline-driven questions clients search every quarter.
Read the playbook NeobanksFeature comparison happens inside review sites and assistants, not on your own site.
Read the playbook Investment platformsFee comparison decides it. Being absent from those comparisons is the real problem.
Read the playbook Tax advisorySeasonal spikes with long-lived content. Build once, harvest every year.
Read the playbook02 · How buyers choose
Decided in comparisons, under promotion rules.
Comparison engines and AI answers increasingly mediate the first product decision, under tightening promotion rules. Customers compare fees and features in sources you don't control, check whether a firm can be trusted, and contact the one that explained itself clearly. Content has to be accurate, current and compliant at once.
The three moves we'd make first
Financial services is a regulated, trust-first category. Everything we publish stays within the financial promotion rules that apply in your market: no financial advice, no return or approval promises, balanced risk wording, and every page approved by your compliance team before it goes live.
03 · Where we start
The services financial services need first.
Most financial firms need these four working together before anything else. Each sector playbook adds what its customers need on top.
Editorial, video and design produced with AI leverage and human judgement — quotable by readers and answer engines.
Read more AI Search OptimisationAEO and GEO — the work that gets your brand named inside ChatGPT, Gemini, Claude, Perplexity and Google AI Overviews, not just ranked beneath them.
Read more SEO ServicesTechnical, on-page and off-page SEO built on entity and topic architecture — so you rank in Google and get retrieved by AI answer engines from the same work.
Read more Analytics & AttributionOne number everyone trusts — tracking audited end to end, reporting leadership can read.
Read moreIncluded with every plan
A free 5-page website for financial firms.
Assistants and buyers cite pages they can read. Yours comes with schema, a sitemap and llms.txt from day one, so there is something worth quoting.
- 5 pages, your choiceHome, About, Services, Key service, Contact
- Live in 48 hoursFrom the launch checklist
- AI-readableSchema, sitemap and llms.txt built in
- Yours to keepDomain and hosting in your name
Free with any monthly plan from $499. Domain, hosting and paid tools are bought by you and stay in your name; shops and booking systems are quoted separately. The 48-hour clock starts once your plan is active and the launch checklist is done.
Questions financial firms ask
Straight answers, no sales script.
If yours isn't here, a 30-minute call is the fastest route. No pitch, no deck.
Book a 30-minute callCan financial firms market themselves online without compliance problems?
Yes, if content is built for review. We agree templates, approved phrasing and risk wording with your compliance team first, so they review patterns rather than every page from scratch. Nothing goes live without their approval, and we never give financial advice or make return claims.
Which playbook should I read first?
The one for your sector. If you span several — advice and an investment platform, say — start with the one that brings the highest-value customers. The free audit shows where the biggest leak is.
Can you get us into comparison sites and AI answers?
We can't control what third parties or assistants say, and we don't guarantee placement. We make accurate information about you easy to find and consistent, request corrections where comparisons are wrong, and track how you're described over time.
What do you measure?
Funded accounts, signed engagements, policies placed or live merchants — whatever your business actually runs on — by source. Form fills and traffic are tracked, but they aren't the goal.
How long before a financial firm notices a difference?
Response and onboarding fixes often show within weeks because they plug existing leaks. Comparison inclusion, rankings and assistant mentions usually take a few months and depend on how competitive your sector is. We don't guarantee rankings, mentions or accounts.
Is the website really free?
Yes. Every monthly plan includes a free 5-page website for your business — fast, AI-readable and yours to keep. It goes live within 48 hours once your plan is active and the launch checklist is done. Your domain, hosting and any paid tools sit outside the offer and stay in your name; online shops and booking systems are quoted separately. What's included
Free · one business day
See what a customer sees before they choose you.
We'll check how comparison sites, search and AI assistants describe you, how your product and fee pages read and how fast an enquiry gets answered, then send you what we found. You keep the findings either way.
- Reply in 1 business dayFrom a strategist, not a bot
- Free 5-page websiteIncluded with any plan
- Never sold or sharedYour details stay with us
Prefer a call? Book an AI growth call
Social presence
Financial customers check who's behind a provider and how it treats people: advisers on LinkedIn, explainers on YouTube, replies in public — all within the promotion rules.
Social Media Marketing