During the session, Bill Hunt, Anil Aggarwal, and Andrea Townsend explored strategies for how banks and credit unions can thrive in the age of AI-powered search. They discussed how to optimize websites, conversational AI, content, and local presence to boost discoverability, engagement, and conversions, helping financial institutions future-proof their digital presence.
Key Takeaways:
- Monitor and improve how your brand shows up in AI search results.
- Add structured data, FAQs, and strong content to your website.
- Use chatbots or AI agents to help customers instantly.
- Personalize customer experiences with AI.
- Turn your website into a trusted data source for AI and users.
- Use AI to build deeper customer engagement.
- Focus on being visible and useful in AI-driven environments.
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