Research/Learn/The New Money Conversation
Ebook

The New Money Conversation

People no longer search for a bank, a card or an investing app. They tell an AI what just happened in their lives, and it is already deciding which brands to name, long before anyone types best high-yield savings. This field guide shows consumer fintech teams how those money conversations work and how to be the brand the assistant recommends.

Daniel Arons, Co-founder and CEO of Aethon AI
Daniel Arons · Co-founder & CEO, Aethon AI
Eight years building digital marketing programs across SaaS, financial services, and consumer brands · Updated July 2026

What is inside

The 8 money moments: the life events, from a first paycheck to an inheritance, where people now ask ChatGPT, Gemini, Claude or Perplexity what to do with their money. The T-minus timeline: how far ahead of the product search those conversations start. The 5 trust signals assistants check before naming a financial brand. And a 5-step playbook for becoming the recommended answer, with examples throughout.

Who it is for

Marketing, growth and brand leaders at consumer fintech companies, neobanks, investing apps, lenders and credit products. If your customer acquisition still assumes buyers start at a search bar or an app store, this guide shows you where they actually start now.

Free download

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Enter your details and we will send the ebook straight to your inbox, along with a short series on putting it to work.

Frequently asked questions

Is the ebook really free?

Yes. Enter your first name and email and we send The New Money Conversation straight to your inbox, along with a short email series on putting it to work. No payment, no sales call required.

What will I be able to do after reading it?

Map the money moments that matter for your product, test how AI assistants currently answer them, and run the 5-step playbook that earns your brand a place in those answers.

How long is it?

It is a focused field guide designed to be read in one sitting, built around the 8 money moments, the trust signals and the playbook rather than filler.

See where your brand stands in AI.

Book a 30-minute call and we run your top prompts through ChatGPT, Gemini, Claude, and Perplexity, live.