In the recent session, Milestone experts Travis Everly and Brett Dugan, along with Eldon Tilley, SVP at One Nevada Credit Union, shared insights on how AI is transforming the way consumers discover and evaluate financial products and services. They also highlighted strategies for financial institutions to improve visibility in AI search by building data-rich content, leveraging generative AI, and enhancing discoverability through structured data and automated workflows.

Key Takeaways:

• Measure AI Visibility – Understand where your bank or credit union appears across AI platforms

• Close Content Gaps – Answer the questions consumers are asking AI about banking products and financial services
• Publish with the Right CMS – Create structured, AI-ready website content for financial services
• Strengthen Schema – Help AI understand your bank or credit union’s products, services, and data relationships
• Maintain Local Accuracy – Ensure consistent branch, contact, and business information across the web

Please watch  the video 
Click here to download the deck