{"id":119766,"date":"2026-03-18T09:36:07","date_gmt":"2026-03-18T13:36:07","guid":{"rendered":"https://mercurylabsmarketing.com/?page_id=119766"},"modified":"2026-03-18T13:29:59","modified_gmt":"2026-03-18T17:29:59","slug":"aeo-lead-generation-canadian-fintech","status":"publish","type":"page","link":"https://mercurylabsmarketing.com/__callbox_upstream/cms/case-studies/aeo-lead-generation-canadian-fintech/","title":{"rendered":"How a Canadian Fintech Closed the AI Search Gap"},"content":{"rendered":"\n

The Client

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The Client is a Canadian fintech company offering a cloud-native API platform for core banking, card issuing, digital lending, and digital wallets. They serve financial institutions from regional credit unions to enterprise-scale banks, processing billions of transactions annually.

\n\n\n\n

The Challenge

\n\n\n\n

The Client’s buyers \u2014 technology and digital transformation leaders at Canadian financial institutions \u2014 rely on search and AI assistants to evaluate vendors. Despite a differentiated platform, the Client\u2019s leads weren’t showing up when it mattered.

\n\n\n\n

Internally, they lacked the bandwidth to run outbound, content, and AEO simultaneously. Building a dedicated team through direct hiring wasn’t a viable option given the time and expertise required. They turned to Mercury Labs to deploy an integrated go-to-market team and start generating pipeline immediately.

\n\n\n\n

The Mercury Labs Solution

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Mercury Labs deployed a team and supporting infrastructure as the Client’s end-to-end go-to-market unit:

\n\n\n\n\n\n\n\n

The Goals

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Mercury Labs aimed to:

\n\n\n\n
    \n
  1. Establish the Client as a discoverable authority in cloud banking and core banking modernization across Canadian search and AI assistants.
    2. \n\n\n\n
  2. Execute a structured multi-channel outbound program targeting technology decision-makers at Canadian financial institutions.
    3. \n\n\n\n
  3. Generate a consistent flow of sales-ready leads and booked discovery calls within six months.
    4. \n\n\n\n
  4. Build the Client’s LinkedIn presence to accelerate trust with senior fintech and banking buyers
    5. \n
\n\n\n\n

The Program \u2014 Three Main Stages

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Stage 1: Team Setup and Alignment

\n\n\n\n
    \n
  1. Mercury Labs conducted a full technical and AEO audit, identifying gaps in site speed, crawlability, metadata, internal linking, and AI citation readiness.
    2. \n\n\n\n
  2. The research and data team built a verified prospect database of CTOs, VPs, and digital transformation leaders at Canadian banks, credit unions, and neo-banks.
    3. \n\n\n\n
  3. The SEO Content Optimizer implemented technical fixes and established a semantic keyword framework targeting commercial-intent queries in cloud banking and card issuing.
    4. \n
\n\n\n\n

Stage 2: Onboarding and Enablement

\n\n\n\n
    \n
  1. The Outreach Copywriter developed sequenced email, call, and LinkedIn cadences built around the Client’s core use cases \u2014 core banking migration, card program launches, and digital wallet infrastructure.
    2. \n\n\n\n
  2. The LinkedIn Engagement Specialist launched a targeted connection campaign while the Social Media Manager aligned content amplification to the publishing calendar.
    3. \n\n\n\n
  3. The Content Publishing Assistant launched a cadence of four to five AEO-optimized blog articles per month covering cloud-native banking, API-first infrastructure, and Canadian digital banking trends.
    4. \n
\n\n\n\n

Stage 3: Co-Managed Operations Across All Functions

\n\n\n\n

The Performance Manager ran weekly reviews, coordinated all nine roles, and used performance data to continuously refine outreach sequences, content, and targeting. By mid-program, prospects were finding the Client through organic and AI search before being contacted \u2014 shortening sales cycles and driving the highest volume of booked meetings in the final two months.

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Results

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Over six months, Mercury Labs contacted over 1,850 outbound prospects and built 410+ LinkedIn connections with target personas across Canadian financial institutions. The program generated 138 marketing qualified leads and 54 sales qualified leads, closing with 41 discovery calls completed.

\n","protected":false},"excerpt":{"rendered":"

Learn how AEO lead generation transforms fintech lead generation strategies and helps fintech brands dominate AI-driven search results.

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The Client

\n

The Client had strong delivery capabilities but limited reach into their target accounts. Without a dedicated outbound function, they were relying on referrals and inbound interest that couldn’t sustain their growth targets.

\n

The Challenge

\n

The Client had strong delivery capabilities but limited reach into their target accounts. Without a dedicated outbound function, they were relying on referrals and inbound interest that couldn’t sustain their growth targets.

\n","cs_campaign_type":"","cs_campaign_types":[{"value":"0","label":"Lead Generation"},{"value":"1","label":"Appointment Setting"}],"cs_campaign_duration":"6","cs_client_industry":"Financial Technology","cs_client_location":"Canada","cs_client_hq":"Canada","cs_client":{"name":"","website":"","lob":""},"cs_target_location":"Canada","cs_target_industry":"Banking, Credit Unions, Neo-Banks, Financial Services","cs_target_dm":"CTO, VP of Digital Banking, Head of Payments, Director of Digital Transformation","cs_results":[{"label":"Discovery Calls","value":"41"},{"label":"Marketing Qualified Leads","value":"138"},{"label":"Sales Qualified Leads","value":"54"}],"cs_highlights":[{"highlight":"Increased brand awareness and engagement through multiple channels."},{"highlight":"Mercury Labs delivered a fully integrated AEO program combining technical SEO, AI visibility, content publishing, multi-channel outreach, LinkedIn engagement, and data operations across six months."},{"highlight":"The engagement went beyond appointment setting \u2014 Mercury Labs owned visibility, content, prospect intelligence, and pipeline conversion as a complete go-to-market unit."},{"highlight":"Enabled the Client to build valuable connections with key decision-makers, enhancing their sales outreach and marketing effectiveness. 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