A dedicated strategist who runs your entire AEO program.
AEO is new territory for most credit unions. Our full-service advisory gives you an experienced strategist who audits where you stand, builds the roadmap, coordinates every moving part, and reports on progress — so your team doesn't have to become AEO experts overnight.
What you get
- A clear picture of how AI engines describe you today
- A prioritized roadmap tied to your growth goals
- One accountable partner coordinating content, placements, and reporting
What’s inside
AEO audit & benchmark
We measure how ChatGPT, Claude, Gemini, and Perplexity currently answer high-intent questions in your markets — and where competitors are winning.
Strategic roadmap
A prioritized plan mapping the queries to own, the content to build, and the citations to earn, sequenced for the fastest credible wins.
Dedicated strategist
A single point of contact who knows your credit union, your markets, and your goals — not a rotating support queue.
Ongoing optimization
Monthly reviews of what's moving, quarterly strategy resets, and continuous adjustment as AI models and member behavior evolve.
A simple, repeatable loop
Discover
We learn your markets, membership goals, and current standing in AI answers.
Plan
We deliver a prioritized roadmap you can act on — with or without our other services.
Execute
We drive the plan forward, coordinating every workstream on your behalf.
Report
You get transparent, plain-language reporting on share of voice and momentum.
What lands in your hands
- Initial AEO snapshot & competitive benchmark
- 12-month AEO roadmap with quarterly milestones
- Monthly strategy calls and progress reports
- Coordination across content, network, and analytics
- Executive-ready summaries for your board
Explore the rest of the system
See how AI engines describe your credit union today.
We'll run a free AEO snapshot showing how ChatGPT, Claude, and Gemini currently answer when a member in your market asks for a credit union — and where you're being left out.
No commitment. No jargon. A clear read on where you stand.