NEFMA Spring Conference

Five years ago, ranking #1 on Google was the finish line. Today, your clients are asking ChatGPT for mortgage advice, getting retirement planning tips from Gemini, and making financial decisions before they ever click a single link. The search landscape has fundamentally changed — and the financial marketers who understand this shift first are the ones who will own their market. In this session, we'll walk through the data behind the behavior shift, explain why your traffic reports look different than they did two years ago, and make the case that your compliance culture, your regulatory credentials, and your institutional credibility are actually your biggest AI-era assets. Come ready to rethink what visibility means — and leave with a clear plan to build it.