GEO · AEO · LLMO for Finance, insurance & fintech
We optimise content, structure, data, FAQs, comparisons and key pages for generative answers.
For brands that need to appear in comparison, education and high-intent queries — with compliance baked in.
What this engagement
actually does for this buyer.
A wealth firm's product pages explain everything and answer nothing. GEO · AEO · LLMO restructures product pages, fee tables, calculator surfaces and educational content into the answer-shaped format AI engines can quote: question-as-headings, claim-then-evidence paragraphs, FinancialProduct + Service + Offer schema, and per-jurisdiction disclosure blocks. The educational glossary becomes a citation magnet that pulls the brand into 'what is X' answers across consumer finance — and from there into product-level shortlists.
The questions they're
asking right now.
“what is the difference between a SIPP and an ISA for a 45-year-old British expat”
“compare wealth management fees for €2M AUM across European firms”
“tax implications of moving from the UK to Spain as a self-employed founder”
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.
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
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.
What you get
specifically here.
- 01
Restructured product pages with FinancialProduct, Service and Offer schema and per-jurisdiction disclosures
- 02
Glossary and how-to layer engineered for citation: question-as-headings plus verifiable evidence per claim
- 03
Comparison and best-for surfaces targeting 30 named-segment prompts (HNW expats, business owners, retirees)
Where the citations
actually come from.
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.
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.
How this engagement
fits the sector.
GEO · AEO · LLMO
We optimise content, structure, data, FAQs, comparisons and key pages for generative answers.
AI Visibility Audit for finance
Diagnose how ChatGPT, Gemini, Perplexity, Copilot and Google AI Mode describe, cite, ignore or misrepresent your brand.
AI Presence Strategy for finance
Roadmap to make your brand more discoverable, understandable and citable across generative engines.
Citation & Source Engine for finance
We activate mentions, external sources, listings, partners, reviews and references AI already consults.
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For companies aiming to enter AI-generated shortlists, RFPs and vendor research workflows.
Do you know what AI
says about you?
Request an audit and discover how your brand appears when customers, partners and investors ask AI for solutions, recommendations, comparisons or vendors in your category.
- 01Analysis across ChatGPT, Gemini, Perplexity, Copilot and Google AI Mode
- 02Real comparison with your main competitors
- 03Citations, mentions and source review
- 04Detection of errors and incomplete information
- 05Content and authority opportunities
- 06Executive 30 / 60 / 90 day roadmap