THE BUYING PROCESS HAS CHANGED
Choosing a financial product involves more than comparing features. Buyers evaluate costs, eligibility, integrations, trust, and the risks associated with switching providers.
They increasingly bring those requirements into AI search, asking which providers fit their business and which alternatives deserve consideration.
ILLUSTRATIVE BUYER SEARCH
BUYER PROMPT
AI RESPONSE · ILLUSTRATIVE
For an agency with that level of advertising spend, I’d compare providers across three areas:
01
Card Controls & Spend Management
Look at virtual cards, spending limits, approval workflows, and visibility across campaigns or client accounts.
02
Pricing & Financial Terms
Compare fees, rewards, repayment requirements, eligibility, and available payment terms.
03
Integrations & Provider Fit
Evaluate accounting integrations, reporting, support, and how well each provider supports agency operations.
Illustrative buyer search. Not a live AI response or financial-product recommendation.
THE OPPORTUNITY
01
Large, familiar providers often have stronger search footprints and more third-party coverage. Newer fintech companies can be overlooked even when their product is a better match for a buyer’s requirements.
02
Incomplete or outdated information about fees, eligibility, security, integrations, or financial capabilities can affect how AI systems explain your offering.
03
Financial buyers need accurate information and credible evidence before taking action. Getting mentioned is only useful when the recommendation helps buyers evaluate your company and move toward a qualified inquiry.
OUR APPROACH
We combine AI search optimization, SEO, buyer-focused content, and authority building around the questions businesses ask when evaluating financial providers.
01
Benchmark where your company appears in relevant AI answers, which financial providers are recommended, and where your competitors are winning commercially important searches.
02
Create and improve product comparisons, alternative-provider pages, pricing explanations, integration guides, buyer FAQs, and commercial pages that address real financial purchasing questions.
03
Improve crawlability, indexation, structured data, internal linking, entity clarity, and the technical foundations supporting search visibility.
04
Strengthen relevant coverage across financial publications, industry directories, review platforms, partner sites, and credible sources that help buyers evaluate financial companies.
05
Connect AI visibility and organic search performance to qualified inquiries, demo requests, applications, booked consultations, and pipeline where reliable measurement is available.
REAL RESULTS
Fintech / Agency Spend Management
Increase in tracked AI brand mentions
AI share of voice
Inbound demos per month attributed to AI search
Opal entered a competitive financial-products category with a strong offering but very little visibility across AI search. Buyers researching corporate cards, agency spend management, and advertising payment solutions were finding established competitors instead.
Windgrove rebuilt the technical foundation, expanded buyer-focused commercial content, and improved the signals supporting Opal’s visibility across AI-generated recommendations.
Within 90 days, Opal reported more than 10 inbound demos per month attributed to AI search, alongside measurable improvements in brand mentions and competitive share of voice.
Emily Forster-Coull
COO, Opal Spend
Reported over the 90-day engagement in the published Opal case study. Outcomes reflect its tracked prompts and attribution. Inbound demos are client-reported.
OUR PROCESS
DAYS 1–30
Benchmark AI visibility, map high-intent financial buyer questions, identify competitive gaps, review technical issues, and examine how your company and products are represented across search platforms.
DAYS 31–60
Improve priority product and commercial pages, technical foundations, comparisons, integrations, and relevant third-party authority. Review sensitive financial claims through the client’s appropriate approval process.
DAYS 61–90
Use the performance data collected during the first 60 days to identify what is working, remove low-impact priorities, and expand the initiatives showing the strongest commercial potential.
WHO WE WORK WITH
We work best with B2B fintech companies that have an established offering, a clear market, and buyers who compare financial providers before making a decision.
01
A proven financial product or service
You offer a defined financial solution with real customers, a clear use case, and accurate information about its capabilities and limitations.
02
Buyers who compare providers
Your prospects evaluate financial products based on pricing, fees, risk, integrations, eligibility, reliability, and operational fit.
03
A commercial growth objective
Your team is focused on increasing qualified applications, consultations, demos, partnerships, or sales pipeline.
04
A commitment to building credibility
You’re prepared to invest consistently in accurate content, technical improvements, and third-party authority, with appropriate internal review of sensitive financial claims.
We work across payments, corporate cards, spend management, lending, treasury, financial infrastructure, embedded finance, insurtech, and other B2B fintech categories.
FINTECH FAQ
