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Webinar

Beyond the GEO Hype

How financial brands get found, compared, and recommended by AI
Webinar speakers Nicky Senyard, Natasha Macmillan, Araminta Robertson, and James White
[Be the first in line to download a report over 26 pages of never released insights, trends, and tactics from the top affiliates in North America.]

See what it takes for your brand to be the one AI surfaces, cites, and recommends ⤵️
Webinar speakers Nicky Senyard, Natasha Macmillan, Araminta Robertson, and James White

Webinar

Beyond the GEO Hype

What 2,400 AI-generated answers reveal about how financial brands get discovered, compared, and recommended.

  • Date: November 17 at 10:00 AM MT | 12:00 PM ET
  • Location: Microsoft Teams
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Why this matters

Everyone's talking about generative engine optimization (GEO), but beyond the buzzwords, what does it actually mean for banks, credit unions, and fintechs trying to acquire customers?

Consumers are increasingly turning to AI to decide which credit card to apply for, where to open a savings account, or which lender to trust. But when AI answers those questions, is it recommending your brand or your competitors?

Join us as we break down the data, separate GEO hype from reality, and share actionable strategies to help your financial institution compete in this evolving acquisition channel.

Who this exclusive webinar is for

  • Financial brand marketers new to GEO and AEO
  • Marketing and growth teams with an existing GEO strategy who want category-level benchmarks and channel insights
  • Affiliate and partnership managers who want to understand which affiliates are driving AI search visibility in their product categories

Meet the experts

What you'll learn

  • How AI search visibility actually works across three levels. Learn the four search investments that pay off first for banks, credit unions, and fintechs.
  • Which prompt types to target based on what actually drives citations and recommendations across consumer credit cards, business credit cards, personal lending, and high-yield savings accounts.
  • The role affiliates play in AI search recommendations across all major platforms, and why affiliate strategy is now inseparable from AI search visibility strategy.
  • A practical framework for building or optimizing your GEO strategy regardless of where your brand is starting from.

Presenting

nicky-2

Nicky Senyard

Chief Executive Officer at Fintel Connect

Ron Shevlin

Chief Research Officer at Cornerstone Advisors

Presenting

Nicky Senyard, CEO, Fintel Connect

Nicky Senyard

Chief Executive Officer, Fintel Connect

Natasha
Macmillan, Senior Director of Everyday Banking and Head of Partnerships, Ratehub.ca

Natasha
Macmillan

Senior Director of Everyday Banking and Head of Partnerships, Ratehub.ca

Araminta
Robertson, Founder and
Managing Director, Mint Studios

Araminta
Robertson

Founder and
Managing Director, Mint Studios

James
White, VP, Growth
& Market Strategy, Engage fi

James
White

VP, Growth
& Market Strategy, Engage fi

Meet the experts

Nicky Senyard

Nicky is a two-time founder and industry veteran with over 25 years in performance and SaaS marketing technology. She built and successfully exited her first affiliate technology company before co-founding Fintel Connect to help financial services companies scale digital growth. Nicky was most recently named the 2025 Industry Legend at the Global Performance Marketing Awards, and her insights have been featured in Forbes and American Banker.

Natasha Macmillan

Natasha is a business strategy, transformation and operations professional, with experience advising public and private enterprises across North America. Her experience includes strategy formulation (pricing, channel, customer experience), operational transformations, project management, organization design and governance, competitive analysis, business case development, and executive communication in both the public sector and the financial services industry.  

Natasha holds a Master in Business Administration from the Queen's University where she also completed a undergraduate degree in Chemical Engineering.

Araminta Robertson

Araminta is the Founder and Director at Mint Studios, a content marketing agency that turns content into measurable pipeline for fintech and financial services. She also runs the Fintech Marketing Lab podcast and regularly hosts fintech events in Austin, London and NYC.

James White

James White is a seasoned banking strategist with more than 25 years of experience helping financial institutions grow, engage, and adapt. As VP, Growth & Market Strategy at Engage fi, James leads the firm’s consulting work in CRM, AI, and fintech strategy, partnering with banks and credit unions to modernize customer engagement and sharpen competitive edge. Previously, James served as General Manager of Banking at Total Expert, where he helped shape the company’s strategy and deepen its presence in the banking space. He also held leadership roles at Raddon and Open Solutions, advising institutions on everything from customer analytics to core modernization and strategic planning.

James is a nationally recognized speaker and writer whose insights have been featured in The Financial Brand, American Banker, BAI, Nasdaq, and Fortune. His work focuses on real-world banking challenges, from deposit retention and digital transformation to the growing demand for personalization and datadriven loyalty.

He lives just outside Birmingham in Helena, Alabama, with his wife and two daughters, and an occasional excuse to get out on the lake.