Latest / Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow
How AI Is Changing the Way Customers Discover Banks and Credit Unions
How can banks and credit unions ensure they show up when a customer asks ChatGPT for mortgage rates or account options?
With over 20 years as a fintech and marketing strategist, Steven explains why the age of "blue links" on Google is declining and why the early stages of the customer journey are now beginning on AI platforms like ChatGPT, Gemini, and Claude.
Steven breaks down the critical difference between traditional SEO and AI visibility, explaining that it's not just about showing up, but about showing up in a way that reflects your institution's unique differentiation.
In This Episode…
The skinny
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