Old Mutual × PlainSpeak · Confidential

Optimising brands for
the AI era.

Answer engines are already deciding what people learn about Old Mutual. A proposal to measure that, and then shape it.

±56% of search volume ~60% zero-click Pilot: OMAI / AIIM
Prepared by PlainSpeakJuly 2026
00Agenda

What we'll cover.

01
The era is already here
How fast AI replaced search, and what that did to clicks
02
Why this matters for Old Mutual
YMYL scrutiny, PDF-heavy content, and answers given on your behalf
03
Changing the metrics
Why mentions replace clicks as the unit of performance
04
Measuring the black box
The prompt engine and the LLM listener
05
Adapting the content
Markdown summaries, PDFs, and technical metadata
06
Pilot scope and commercials
Three phases, and what it costs
01The era is already here

Four years, start to finish.

NOV 2022 ChatGPT goes public FEB–MAR 2023 Microsoft (Bing) and Anthropic (Claude) enter the market MAY 2024 Google puts AI-generated answers directly into search results (AI Overviews) OCT 2024–MAR 2025 ChatGPT Search and Google AI Mode begin replacing search MAY–JUN 2026 Gemini becomes Google's default search experience; ChatGPT passes 1 billion monthly users
01Bottom line

In under four years, AI went from
curiosity to infrastructure.

~25%
of the world's population now uses an AI tool at least once a month.
Old Mutual × PlainSpeak · ConfidentialJuly 2026
01The era is already here

AI is rapidly replacing search.

±56%
of global search engine volume is now accounted for by AI tools
58%
of U.S. consumers use AI-powered search at least weekly
44%
say AI chat tools have changed how they look for information
~60%
of Google queries are zero-click — answered without visiting a site
Users instinctively reach for AI on complex topics — and professionals lean on it hardest, because it collapses the time cost of deep research. Financial services sits squarely in that zone.
02Why this matters

Financial services is a hard category.

Extra scrutiny applies

Financial services falls into Google's "Your Money or Your Life" category. AI engines hold YMYL content to a higher bar before they will repeat it.

But a citation is worth more

Harder to earn, more durable once earned. A mention in this category carries trust that a mention in a low-stakes category does not.

PDFs are a structural weakness

The sector runs on PDFs, and answer engines routinely struggle to decompose them. Vital content is effectively invisible.

This is already happening

AI engines are answering questions on Old Mutual's behalf right now — with or without your input into what they say.

02Are we already behind?

Good for specific prompts.

02Are we already behind?

Weaker for broader prompts.

Part two

How do we optimise
brands for AI?

Three moves: change the metrics, actually measure them, then adapt the content.

03We change our metrics

A mention is the unit now.

People use answer engines differently to search engines. The measurement has to start from that reality, not be retrofitted onto it.

What counts as a mention

Any answer-engine response that names your brand, quotes your content, or links to your site — usually all three at once.

Why it's detectable

When an engine mentions you it also pings your site with a crawler. That ping is the signal we can actually instrument.

03We change our metrics

Clicks are no longer king.

0.01%
Upper bound on citation CTR
0.001%
Lower bound
1 in 10k
To 1 in 100k mentions

Mentions are the new clicks

  • Clear, strong correlation between mention volume and conversions — most pronounced in B2B
  • CTRs falling in organic search too, even as impressions rise
  • Direct traffic is noticeably higher quality and more apt to convert
  • Effectively "dark social" on steroids: real influence, almost no attribution trail
If you keep scoring AI visibility on clicks, you will conclude that it isn't working — right up until a competitor owns the answer.
04We start actually measuring AI

Measurement is the challenge.

User prompts ANSWER ENGINE ? UNOBSERVABLE Pings by crawlers The one signal we can instrument
04We start actually measuring AI

We tackle it two ways.

We ask

We automatically query the major answer engines with a battery of prompts, and record the answers — and how they drift — over time.

We listen

We add a listener to your web infrastructure that detects when an engine mentions you, by catching the crawl it triggers.

Neither alone is sufficient. Asking tells you what engines say; listening tells you when they act. Together they close the loop.
04We start actually measuring AI

The prompt engine. We ask.

  • Asks 25 to 100 questions per day across the major engines
  • Records and compares responses over time
  • Tracks mentions — yours and your competitors'
  • Records when specific pages or downloads appear in, or vanish from, responses
PlainSpeak's Solution
  • We add your brands to our engine
  • We work with your team to craft the prompts
  • We report regularly on metrics and trends
  • We adjust and optimise prompts as the picture changes
01 · ASK Prompt library 25–100 prompts / day ANSWER ENGINES ChatGPT Gemini Claude 02 · CAPTURE Responses Recorded and compared 03 · TRACK Mentions over time — yours--- competitors
04We start actually measuring AI

The LLM listener. We listen.

  • Runs at your server edge / CDN (Amazon CloudFront)
  • Serverless application — no infrastructure to maintain
  • Logs HTTP requests from on-demand crawlers to a database
PlainSpeak's Solution
  • We adjust the listener to Old Mutual's exact specifications
  • We work with your infrastructure team to install and validate
  • We build a live dashboard covering specific pages and the site as a whole
  • We analyse the data regularly and report on insights and trends
EXTERNAL AI crawlers GPTBot · ClaudeBot Google-Extended · PerplexityBot YOUR EDGE CDN edge Amazon CloudFront ORIGIN Your site Page served normally PLAINSPEAK LLM listener Serverless · logs crawler requests Request log Database Live dashboard Per page and site-wide
05We adapt and augment content

Make pages LLM-friendly.

LLMs love
  • Clear hierarchy
  • Technical and numerical detail
  • Text — plain HTML, markdown
  • Related links
  • Longer, comprehensive pages — cited ~1.6× more often than short ones
  • Pages that cite their own sources — cited ~2× more often than pages with none
LLMs hate
  • JavaScript — frameworks and menus
  • Data trapped in images and graphs
  • Important data in ephemeral elements like pop-ups
  • Ambiguous hierarchy
Does this mean rebuilding the site? No — roughly 90% of the benefit is available from simple, additive changes.
05We adapt and augment content

Same page. Two readings.

Markdown summary — what the engine sees
# Old Mutual Alternative Investments

## Private Equity Fund VI

### About the Fund

Old Mutual Private Equity Fund VI, established in
2023, focuses primarily on investments within South
Africa, with the flexibility to allocate up to 25% in
the Rest of Africa, with a preference for East Africa.

OMPE Fund VI had its first close in December 2023
and is open to new investment.

- [More About Old Mutual Limited](https://…)
The first 30 lines of the live HTML
<!DOCTYPE html><html><head><meta charSet="utf-8"/><meta
http-equiv="x-ua-compatible" content="ie=edge"/><meta
name="viewport" content="width=device-width, initial-scale=1,
shrink-to-fit=no"/><meta name="generator" content="Gatsby
4.24.8"/><meta data-react-helmet="true" property="title"
content="Old Mutual Private Equity Fund VI"/><meta
data-react-helmet="true" name="facebook-domain-verification"
content="5jrgqxr07ljo8aznnoc7pahxdqkud3"/><meta
data-react-helmet="true" property="og:type" content="article"/>
<span slot="hero-banner-header"><strong>Old Mutual</strong>
<strong><br /></strong><strong>Private Equity Fund VI
</strong></span><om-main-navigation slot="main-navigation"
primaryMenuWhite="false" homeUrl="/" hasSubMenu="true">
<om-main-navigation-menu activeMenuItem="ourfunds"><ul><li>
<a href="/our-business">Our Business</a></li>
05We adapt and augment content

Add markdown summaries to key pages.

10×
Fewer tokens to process
Tiny
File sizes
Clear
Explicit, unambiguous structure
Open
Widely supported, human-friendly
PlainSpeak's Solution

We decompose and summarise pages for clients, and assist in adding them to their sites.

05We adapt and augment content

Two more quick wins.

Markdown summaries of PDFs

  • PDFs are disproportionately common in financial services
  • They contain vital content
  • They are markedly harder for LLMs to read
PlainSpeak's Solution

We batch process PDFs for clients and create clean markdown versions, ready for upload.

Metadata and headers

  • Add an llms.txt
  • Add "alternate" tags in the document head
  • Tweak HTTP headers at the server
PlainSpeak's Solution

We create the technical and functional specifications, and work with your team to implement them.

06The virtuous circle

Every element feeds the next.

These pieces are not a menu. They compound — the measurement tells you what to change, and the changes give the measurement something to detect.

01
Observe

Listener and prompt engine produce insights.

02
Hypothesise

We collaborate on a batch of proposed changes.

03
Adjust

We augment content and infrastructure.

04
Repeat

Measure the delta. Feed it back in.

Old Mutual × PlainSpeak · ConfidentialJuly 2026
07Next steps

Start with a pilot.

Focused on Old Mutual Alternative Investments, and optionally AIIM.

Phase 1 · 3–4 weeks
Audit & baseline
  • Install the listener
  • Run the first prompt battery
  • Benchmark against competitors on 25 core queries
Phase 2 · 6–8 weeks
Technical implementation
  • Markdown summaries for priority pages
  • PDF batch processing
  • Crawler-serving infrastructure
  • llms.txt and header changes
Phase 3 · Continuous
Measurement & iteration
  • Monthly reporting
  • Prompt refinement
  • Content iteration driven by the data
What we need from Old Mutual
  • Infra/dev team mandate for listener installation
  • Sign-off on priority pages and PDFs for Phase 1
  • A stakeholder contact for ongoing prompt and content review
08Commercials

What it costs.

Setup — once-off
ComponentCost
Prompt tracking engineR16,500
LLM listener (CloudFront)R7,500
DashboardR4,500
Audit + baselineIncl.
Content adaptation±R27,500
Total setup ±R56,000
Ongoing — monthly
ComponentCost
Prompt tracking engine · 25 daily promptsR1,350
LLM listenerR2,500
DashboardR1,750
Monthly insights & optimisationsR5,500
Total monthly R11,100
Old Mutual × PlainSpeak · ConfidentialJuly 2026
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