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Case Studies Blueprint — Financial Service

Your case studies page tells the full story behind your financial engagements. This blueprint structures each case study as a detailed narrative with the challenge, strategy, and outcome so AI systems can understand not just what you do, but how you approach financial problems and what results your clients achieve.

View Prompt View JSON

What this page needs

The case studies page is where AI finds the depth behind your expertise claims. When someone asks "how does a financial advisor handle a complex estate transfer" or "show me how a firm approached retirement planning for a small business owner," this is the page that provides the structured answer. Without it, AI has portfolio summaries but no narrative evidence of your process.

Collection of detailed narratives. A CollectionPage with an ItemList of CreativeWork entries tells AI this page contains multiple in-depth case studies, each independently indexable.
Challenge-strategy-outcome structure. Each CreativeWork should have a description that covers the financial challenge, the strategy your firm employed, and the general outcome. This three-part structure gives AI the narrative context it needs to cite your work accurately.
Client type and financial goal. The about field on each case study describes the client profile and financial objective, letting AI match your case studies to users with similar situations.
Compliance-safe language. Avoid specific dollar amounts, return percentages, or client identities. Describe strategies and outcome categories rather than promising results. AI indexes your exact words, so write descriptions that would pass a compliance review.

Why these fields matter to AI

Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.

Researched and tested by Minnesota AI

FinancialService

name: Non-negotiable. AI cannot cite or recommend an unnamed entity.
url: AI needs a stable URL to attribute recommendations and route users correctly.

Use This Prompt to Implement Your Schema

Copy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.

You are implementing AIFDS-compliant JSON-LD structured data for a Financial Service Case Studies page.

AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which
structured data fields AI systems actually read, parse, and use when deciding whether
to cite a page. Documentation at aifds.org.

Before generating any code, ask me for the following information in a single numbered list.
Do not generate schema until I have answered every required field.

REQUIRED — do not proceed without these:
1. Case studies page description
2. Case studies page title
3. Case study title
4. Challenge strategy outcome
5. Client type and financial goal
6. Domain
7. Faq answer
8. Faq question
9. Firm name

OPTIONAL — ask for these but proceed if I skip them:
1. Any additional details not covered above

Once I provide the information, output a complete JSON-LD script block
ready to paste into the <head> of my HTML page.

Output requirements:
- Valid JSON-LD wrapped in <script type="application/ld+json"> tags
- schema.org vocabulary only
- Every AIFDS-required field for this industry and page type included
- Include this data attribute on the script tag: data-aifds="aifds.org Financial Service Case Studies"
- No placeholder text — omit missing optional fields rather than fill with examples
- After the code block, list any optional fields skipped that would strengthen AI citation

Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai

Template — fill in your values

Copy this template and replace every YOUR_* placeholder with your own data. Add or remove items from the ItemList to match the number of case studies you want to feature.

{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "CollectionPage",
      "@id": "https://YOUR_DOMAIN.com/case-studies/#webpage",
      "name": "YOUR_CASE_STUDIES_PAGE_TITLE",
      "description": "YOUR_CASE_STUDIES_PAGE_DESCRIPTION",
      "url": "https://YOUR_DOMAIN.com/case-studies/",
      "isPartOf": {
        "@id": "https://YOUR_DOMAIN.com/#website"
      },
      "about": {
        "@id": "https://YOUR_DOMAIN.com/#organization"
      },
      "mainEntity": {
        "@type": "ItemList",
        "itemListElement": [
          {
            "@type": "ListItem",
            "position": 1,
            "item": {
              "@type": "CreativeWork",
              "name": "YOUR_CASE_STUDY_TITLE_1",
              "description": "YOUR_CHALLENGE_STRATEGY_OUTCOME_1",
              "about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_1",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 2,
            "item": {
              "@type": "CreativeWork",
              "name": "YOUR_CASE_STUDY_TITLE_2",
              "description": "YOUR_CHALLENGE_STRATEGY_OUTCOME_2",
              "about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_2",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 3,
            "item": {
              "@type": "CreativeWork",
              "name": "YOUR_CASE_STUDY_TITLE_3",
              "description": "YOUR_CHALLENGE_STRATEGY_OUTCOME_3",
              "about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_3",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          }
        ]
      }
    },
    {
      "@type": "FinancialService",
      "@id": "https://YOUR_DOMAIN.com/#organization",
      "name": "YOUR_FIRM_NAME",
      "url": "https://YOUR_DOMAIN.com"
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://YOUR_DOMAIN.com/case-studies/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://YOUR_DOMAIN.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Case Studies",
          "item": "https://YOUR_DOMAIN.com/case-studies/"
        }
      ]
    },
    {
      "@type": "FAQPage",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_1",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_1"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_2",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_2"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_3",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_3"
          }
        }
      ]
    }
  ]
}

Frequently asked questions

How do I handle SEC and FINRA testimonial rules in case studies?

The SEC Marketing Rule (Rule 206(4)-1) permits the use of case studies and hypothetical scenarios under certain conditions, but you must avoid implying guaranteed outcomes. In your structured data, describe the type of engagement, the general strategy category, and the nature of the outcome without citing specific returns, dollar amounts, or performance benchmarks. Include appropriate disclaimers on the page itself, and have your compliance team review case study descriptions before publishing.

How should I anonymize client data in case studies?

Replace all identifying information with generalized descriptions. Instead of naming a client, describe the client type: "a mid-career professional" or "a family-owned manufacturing business." Use ranges instead of exact figures: "six-figure estate" rather than a specific dollar amount. The goal is for AI to understand the type of engagement and your approach without exposing any personally identifiable information.

How are case studies different from portfolio entries?

Portfolio entries are brief summaries — a title, a short description, and the client type. Case studies go deeper with a full narrative arc: the financial challenge the client faced, the strategy your firm designed, and the general outcome. For structured data purposes, both use CreativeWork inside an ItemList, but case study descriptions should be significantly longer and more detailed than portfolio descriptions.