Skip to content

AI SOCIAL SEARCH FOR FINANCE BRANDS: HOW TO WIN THE NEW DISCOVERY LAYER

Course code – SM102

Course version – Virtual

Teaching hours – 2 hours

side-view-people-correcting-grammar-mistakes

Course overview and introduction

Finance buyers are searching in feeds, comments, creators and communities, then getting AI-summarised answers before they ever hit your website. That “hidden AI buyer” is shaping what gets trusted, what gets ignored, and what gets shortlisted.

This masterclass gives you a practical playbook to make your content easier to find, easier to trust, and easier to act on across social search and answer engines. You’ll leave with a question bank, a repeatable content structure, and a measurement spine that makes sense to growth leaders.

Who should attend

  • FinTech and Financial Services marketers at mid to senior levels
  • Social, content, comms, demand and growth leads who need better discovery and stronger trust signals
  • Teams under pressure to do more with less, across multiple platforms and audiences
  • Marketers trying to reduce reliance on volatile organic reach and rising paid costs

What you’ll learn

  • How social search actually works in finance, and why it’s replacing “campaign thinking” in many categories
  • How the hidden AI buyer changes discovery, evaluation, and trust cues
  • How to build question-led content that gets found, saved, and forwarded
  • How to turn proof into assets that travel, short video, carousels, Q&A posts, pinned explainers, sales enablement cut-downs
  • How to avoid content misalignment, picking formats that match platform behaviour and audience intent
  • How to build a simple AI workflow that speeds up production without flattening your voice
  • Metrics that matter, platform search signals, saves and sends, branded search lift, quality engagement, assisted pipeline touchpoints

What makes this different

  • Built for finance marketers, long sales cycles, high churn risk, and price sensitivity, with real category examples
  • Practical and interactive, you’ll build an “answer kit” live, not just listen to theory
  • AI is used as an accelerant for research, drafting, and repurposing, with clear guardrails so quality stays high

Programme Details

£112+ VAT – Paid Member
 
£149 +VAT – Non-Member
 
Dates: 
  • 21 May 2026
  • 3 November 2026
Time: 2 pm - 4 pm GMT
Format: Virtual
  
Click on the button below to sign up for the training programme, and one of our staff members will reach out to you to further discuss your requirements.

Select Currency

Katy Howell

Katy Howell

Meet the Trainer

Katy Howell

CEO, immediate future

Often called in as the UK expert on social by TV, Radio and the press, Katy appears regularly on BBC news, Victoria Derbyshire, and Reuters, as well in The Times, FT and Guardian. She’s considered the 4th most influential social media marketing expert, named one of the 25 women who have made an outstanding contribution to digital by the Drum, and was honoured to be amongst the Top 100 Asian tech entrepreneurs in the UK.

She speaks at conferences, runs masterclasses, and guest lectures at two universities. She’s co-authored 5 books on social, and is a regular contributor to the press.

Her expertise lies in helping brands deliver significant impact by breaking the social boring: using social data to springboard creative that delivers growth to business. Her agency works with brands including; lastminute.com, Princess Cruises, Selfridges, Mission Foods, Google, Diageo, OnBuy, Fujitsu, Sony Music, and many more. They win industry awards every year for their smarts and innovation in social media.