AEO Optimization Pilot for Credit Unions

We seek to partner with two credit unions on a 6-month AEO optimization journey. This strategic initiative will improve digital visibility in AI-powered platforms (Gemini, ChatGPT) and have a measurable impact on membership and loan acquisitions. We will be testing ideas and concepts in the fluid AEO optimization landscape.

Upon completion, CUs will possess a clear, actionable strategy to sustain the initiative, qualify for submission to the Diamond Award or comparable industry recognition, and contribute valuable case studies and insights for future application.

The ideal Credit Union for this pilot:

• Asset size: $300m – $500m
• GA4 installed on main website and application site (LOS) and provide us with access to those GA4 properties
• CU will have full access to add/modify content to the site
• The CMS should be able to support Schema markup
• CU will have a copy writer that can edit content as necessary

What the CU can expect from Egg to Apples:

• AEO audit and subsequent optimization strategy
• Content development support
• Regularly scheduled meetings to discuss results and next steps
• Customization of GA4 as needed

The journey will kick off on April 13, 2026. Form submissions will be accepted through March 18, 2026, and follow-up calls will be conducted over the following 2 weeks.