Engagement blueprint · Fintech · Regulated · UK & US
Compliant GEO and paid search tied to funded accounts
A 90-day blueprint for a business-payments fintech that needs growth without compliance risk.
01Starting point
The situation we see most often.
- AI engines answer fee and safety questions using third-party sites with outdated information.
- Paid search optimizes to applications; most never become funded accounts.
- Every content change waits weeks for compliance review.
02Strategy
What we do, and why.
Set the guardrails
A claims library and review SLA agreed with compliance before anything ships.
Own the trust prompts
Expert-reviewed pages on fees, safety, regulation and comparisons with author, reviewer and update dates.
Correct the record
Outreach to the comparison sites and publications engines cite, with current, accurate information.
Bid to funded accounts
Offline conversions for approved and funded accounts; value rules by segment.
Privacy-first tracking
Consent mode, minimal data collection and no sensitive data in analytics.
03Timeline
Week by week.
Week 1–2
Claims library, audits, baseline
Week 3–6
Trust pages, tracking, search restructure
Week 7–10
Citation outreach, funded-account bidding
Week 11–12
Pilot review and scale plan
04Scorecard
How success is measured.
| KPI | Definition | Source | Cadence |
|---|---|---|---|
| Trust-prompt share of voice | Mentions on fee, safety and regulation prompts | Prompt tracker | Weekly |
| Citation accuracy | Share of answers citing current, correct information | Prompt tracker | Monthly |
| Cost per funded account | Spend / funded accounts | Ads + core system | Weekly |
| Application → funded | Funding rate by source | Core system | Monthly |
| Review cycle time | Days from draft to approved | Compliance log | Monthly |
What it takes from your team
- A compliance owner with a weekly review slot
- Approved product facts and fee tables
- Data access for funded-account outcomes
- Advertiser verification completed where required
This is an engagement blueprint: it shows how we structure and measure this type of program. It is not a report of a specific client’s results. Named case studies with verified figures are published only with client approval.
Next step
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