FINTECH · AI SEARCH OPTIMIZATION

AI Search Optimization for FinTech

We help FinTech teams get cited and recommended by AI answer engines. AI search is not a lighter version of SEO.

Warehouse
native measurement
Consent
mode architecture
0 rows
of PII leave your stack

The difference is where the data lives.

(01) THE APPROACH

Why ai search optimization for FinTech is a different job

AI search is not a lighter version of SEO. Search is turning into a brand channel, where the winner is whoever the model trusts enough to name. That trust is earned off your own website, in the sources AI actually reads, and it compounds for whoever moves first.

The measurement layer runs inside your environment. Platforms get consented, hashed conversions and model scores — never the underlying records. We audit the signal you are actually collecting, harmonize it into a warehouse-native single customer view, engineer the server-side and identity layer on top, then activate it: hashed conversions to Meta and Google via CAPI, and model scores as audiences.

(02) WHAT'S INCLUDED

The build.

01

AI Visibility Audit & Reporting

Know exactly how AI engines answer your buyers, tracked straight to revenue. We run your buyers' real prompts through ChatGPT, Perplexity, Gemini, and Google AI Overviews to baseline citation rate, share of voice, and sentiment accuracy. Ongoing reports track those metrics plus LLM referral conversions, tied to revenue, with a clear read on what changed and why.

02

Answer & Generative Engine Optimization

We shape content so models quote you first. We restructure content the way models read it: definition-first sentences, self-contained sections, and dense verifiable facts. AI cites specific passages rather than whole pages, so we optimize at the passage level, the exact unit a model can lift and attribute without guessing.

03

SEO, Entity & Technical Foundations

One foundation that pays into Google rankings and AI answers. Models reason about entities, so we make it unambiguous who you are and what you sell: schema, structured data, clean internal linking, and open crawl access for GPTBot and PerplexityBot. The same technical SEO and topical authority work lifts your Google rankings and feeds the models.

04

Digital PR & Third-Party Authority

Most of the win is earned off your own domain. AI trusts credible sources, so we build presence where the models look: earned press, review platforms like G2 and Trustpilot, Reddit and community threads, and the listicles engines quote back verbatim. Every placement is structured so a model can extract and attribute it cleanly.

(03) PROOF
30%CVR
Smiota
demand, engineered
$56M SALES PIPELINE

We lead with architecture here rather than a logo. Our named public cases sit in adjacent high-consideration B2B — the transferable part is the measurement layer, and our Segment Select, Google and Meta partner status is the signal of data maturity that matters in this vertical.

TRUSTED BY 80+ COMPANIES
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CMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV SummitCMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV Summit
(04) HOW WE WORK

A plan, from day one.

01
Baseline and blockers

We stand up your AI share-of-voice tracking across ChatGPT, Perplexity, Gemini, and AI Overviews, and document your starting citation rate against named competitors. We audit content, entities, schema, and crawl access, then hand you a prioritized roadmap. You see exactly how AI describes you today and where the gaps are.

02
Foundation and first content

We fix the technical and entity blockers, ship schema and structured data, and confirm AI bots can crawl you. The first batch of retrieval-ready content and answers goes live against your highest-value prompts. Early digital PR outreach begins to seed the sources models trust.

03
Authority and first citations

Earned placements and reviews start landing in the sources AI reads, and we target first measurable citation wins on priority prompts. Reporting shows movement in share of voice and sentiment. We tune the roadmap based on which prompts and sources are converting.

(05) WHAT YOU GET

Deliverables that ship.

(06) FAQ

Questions, answered.

Yes. Our published work includes Smiota at 30% CVR. We run AI search optimization inside a full-stack engagement built for FinTech & Wealth Management, so it is wired to the same measurement layer, CRM and first-party data the rest of your growth runs on — which is what makes the numbers defensible.

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