Speaking

AI search speaker for financial services events

Daniel Schoester is an AI search speaker for banks, fintechs and wealth managers, and the founder of Croton Content. He books as an answer engine optimization speaker, as a generative engine optimization speaker, and as an AI search keynote speaker for conferences and internal marketing off-sites. Both talks explain the same thing: how ChatGPT, Perplexity and Google AI decide what to say about a financial brand, and what a regulated firm changes to alter that answer.

What Daniel speaks about at finance and AI search events

Two talks, written for finance marketing teams and for AI search and SEO conference programmes. Both are built on client work, and the examples are swapped to match the room.

AI search is a consensus mechanism

An AI answer about a bank or a fintech is assembled from what the model can read: landing pages, directory listings, review sites, third-party roundups and video. No single page decides the answer. The consensus across those sources does, which is why entity shaping matters more than any one rewrite.

The talk also covers the failure that costs the most and shows up the least. A client-side rendered site looks fine in a browser and returns an empty shell to the crawlers the models use.

What the room takes away

  • How to read what ChatGPT, Perplexity and Google AI currently say about your firm, and where each claim came from
  • How to check whether your site renders for a crawler, and what to fix first when it does not
  • Why LLM visibility often moves in weeks while a Google ranking takes months, and how to plan a quarter around that gap

The entity authority sprint

This is the working version of the first talk. Week one audits what the models already say and where they got it. Rendering gets fixed next, so there is a page to cite. Every third-party listing is then aligned to one description of who the firm is and who it serves. The last weeks publish the answer pages and the videos the models cite.

What the room takes away

  • The week-by-week shape of the sprint, and which steps a marketing team can run without engineering
  • The listing and directory sweep that makes every source describe the firm the same way
  • The questions compliance teams ask about AI answers, and how the sprint answers them before review starts

Who this is for

  • Heads of digital and heads of growth at banks and fintechs
  • Marketing leads at wealth managers and RIAs
  • Organisers of AI search, AEO and SEO conferences
  • Fintech marketing communities and meetups
  • Internal marketing off-sites and team days at financial firms

Formats

Keynote runs 30 to 45 minutes, workshop 90 minutes with laptops open, and Daniel also takes panels and fireside chats.

He speaks in person across Europe from Lisbon, and remotely worldwide from a wired connection. Say which format you want and the abstract is written for your audience.

Proof

Three reasons an organiser can put this talk on a main stage without checking it first.

Otterly.AI AI Search Top Voice 2026
Daniel was named one of 33 AI Search Top Voices globally in March 2026.
Cited by the engines he speaks about
Croton's guides are already cited by Perplexity when people ask about AI search for financial services.
Built on client work, not commentary
The method comes from financial services clients, where search and video work has influenced more than a million dollars in revenue.

Almost every client found Croton the same way I would find clients for them: a Google search, a ChatGPT answer, a YouTube video. So the first question on any call is “what were you searching when you found us?” The strategy I build is the one that just worked on you.

Past talks and appearances

The complete list, with nothing added to pad it out.

Booking

Fees depend on format, audience and travel. Ask and you will get a straight answer within one business day.

See the full speaking page at speaking for the other talks, or read how the sprint runs as an answer engine optimization service for financial brands.

FAQ for organisers

  • Media kit

    Company boilerplate, founder bios, logos, headshots and press contact.

  • SEO speaker

    Keynotes, workshops and panels for financial services events.

  • YouTube marketing speaker

    Channels that win clients for advisors, wealth managers and banks.

  • Fintech speaker

    Organic growth that compounds instead of paid spend that resets.

  • Podcast guest

    Topics, ready questions and booking for hosts, remote from Lisbon.

Speaking

Put this talk in front of your audience

Send the date, the city and the room size. Daniel replies within one business day with an abstract written for your audience.