AI Visibility for Financial Services
When someone asks AI for a financial advisor, is your firm the answer?
Clients are asking ChatGPT and Perplexity "who's the best financial advisor near me" before making one of the most important decisions of their lives. If you're not in that answer, you're not in the conversation.
The problem
Trust takes years to build but AI decides in seconds
Invisible to AI assistants
You have CFP designations, decades of client relationships, and a proven track record — but when someone asks ChatGPT "best financial advisor in Edmonton," your firm doesn't exist. Your credentials are invisible to AI.
Competitors are getting recommended
Other advisors in your market are being cited by AI platforms. They don't manage more assets or have better returns — they just have their expertise structured in ways AI models can understand and reference.
High-value clients choosing AI's pick
When someone with $500K to invest asks AI "who should I trust with my retirement savings," they take that recommendation seriously. If AI recommends your competitor, that high-value relationship goes to them.
How it works
Three steps to becoming AI's recommended advisor
Audit
We query all four major AI platforms with financial-specific questions — "best financial advisor in Calgary," "who should I hire for retirement planning," "top accountant for small business" — and map your current visibility landscape.
Optimize
We restructure your service pages, advisor bios, educational content, and credentials so AI models can identify and cite your expertise. Schema markup for financial professionals, structured FAQs about your services, and authority building.
Monitor
Monthly tracking shows your citation rate across ChatGPT, Claude, Perplexity, and Gemini. You'll see which services and specializations are gaining AI visibility and how you compare to competitors.
The data
AI is reshaping how people choose their financial advisor
58%
of high-net-worth individuals under 50 consult AI before choosing a financial advisor
4.7x
higher conversion rate from AI-referred financial clients compared to cold outreach
72%
of business owners ask AI for accountant and financial advisor recommendations
91%
of financial advisory firms have zero AI platform presence — first-mover advantage is real
Our approach
We don't guess. We measure two scores.
Most agencies run the same generic content program for every advisor. We split every score into Visibility (are you named when someone asks "best financial advisor in my city"?) and Awareness (does AI know your firm exists at all?). Advisors usually have the Awareness — the work is climbing Visibility. Our system sees that difference and spends every dollar on the right lane.
Get your firm's AI Visibility Score
Free Visibility + Awareness scores across ChatGPT, Claude, Perplexity, and Gemini. Takes about 2 minutes.