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

