01 · Audit · finance

AI Visibility Audit for Finance, insurance & fintech

Diagnose how ChatGPT, Gemini, Perplexity, Copilot and Google AI Mode describe, cite, ignore or misrepresent your brand.

Industry focus

Finance, insurance & fintech

For brands that need to appear in comparison, education and high-intent queries — with compliance baked in.

Focus areas

BankingWealthInsuranceFintechFinancial advisory

How this plays here

What this engagement
actually does for this buyer.

A wealth-management firm targeting cross-border European clients realises that prospect calls increasingly start with 'ChatGPT mentioned three firms — you weren't one of them'. The audit runs the comparison-and-education queries that anchor those shortlists: tax-treaty explainers, fee comparisons, advisor selection. For each, it shows what AI cites, which competing firms it names, and which aspects of the firm's offer (fees, credentials, asset minimums, jurisdictions) the engines describe accurately or wrong. The 30/60/90 roadmap prioritises the educational content and analyst-coverage gaps that actually move citation rate.

Buyer prompts

The questions they're
asking right now.

Prompt 01

“best wealth manager for British expats in Spain”

Prompt 02

“compare wealth management fees in Switzerland vs Luxembourg under €5M AUM”

Prompt 03

“do I need a Spanish tax advisor if I move from the UK”

Priorities

What matters
in this industry.

01
Win the comparison query
'Best account for X', 'cheapest insurance for Y', 'alternatives to Z' — these are the queries that drive conversion. Without rich comparison data, you're not in the answer.
02
Become the educational source AI cites
AI answers consumer finance questions by synthesizing explainers and glossaries. Brands that own the educational content become the trusted brand by proxy.
03
Regulatory-clean authority
Different jurisdictions, different rules, different language. AI engines prefer sources that are explicit about which markets and which regulations apply.

Trust signals

What AI engines
are reading.

01
Fact-rich educational content: rates, fees, terms, calculators, how-to explainers
02
FinancialProduct, FinancialService and Service schema with offers and pricing
03
Mentions in finance publications, broker reviews, analyst reports
04
Trusted external data: regulatory filings, ratings agencies, verified user reviews

Buyer journey

How buyers
actually research.

Buyers of financial products are AI-power-users — they ask for direct comparisons, risk explanations, fee breakdowns, 'what would I have made if I had invested $X in Y'. They expect AI to reason. If your product isn't in the comparison set, you don't get pitched. If your educational content is the source AI cites, you become the trusted brand by proxy.

Deliverables

What you get
specifically here.

01
Citation table across 30 prospect-shaped queries vs 5 named competitor firms
02
Educational-content gap map showing which financial concepts AI answers using competitors' explainers and which sources it cites
03
Compliance-clean fact inventory of fees, jurisdictions and qualifications, flagged where AI describes them wrong

Sources we tune for

Where the citations
actually come from.

InvestopediaBloombergFinancial TimesMorningstarTrustpilot

Compliance shape

AI presence work in this vertical runs through specialised review against AEPD, the EU AI Act and per-jurisdiction advertising rules before publication. Compliance isn't a gate after the work — it's how the work is shaped from day one.

Regulatory shape

Different jurisdictions, different rules, different language. AI engines prefer sources that are explicit about which markets and which regulations apply. We map each per-jurisdiction descriptor before any optimisation work touches the source pool.

Service context

How this engagement
fits the sector.

01 · Audit