Fintech SEO and GEO agency
Heads of marketing, founders and distribution leads at fintech, wealth and financial services firms are being researched in ChatGPT, Copilot and Gemini before anyone fills in a form. We make sure AI names you, describes you accurately and cites sources a cautious buyer trusts.
How financial buyers shortlist now
Fintech buyers and clients now ask ChatGPT, Copilot, Claude, Gemini and Google AI Overviews which providers to trust. A fintech SEO and GEO agency checks how AI describes your firm, fixes inaccurate or confused information at its source, and builds the content and third-party coverage that earns accurate citations in those answers.
Financial services is a trust purchase. Clients, introducers and partners check a provider's credentials, regulation and reputation, and more of that checking now happens inside an AI tool. If the answer describes you wrongly, or names a competitor, you rarely find out.
We track the prompts your audiences use at every stage, from the problem they are trying to solve to the provider comparison and the "is this firm credible" question, and work on the ones that decide who gets shortlisted.
Examples of the prompts we track for fintech and wealth
Why financial services is different
Similar names, rebrands and group structures confuse AI engines. Our wealth manager client was being mistaken for an unrelated company, which meant buyers were reading about the wrong firm.
Directories, comparison sites and press often label firms incorrectly. In our case study, third-party sources were calling a discretionary wealth manager a robo-advisor, and AI repeated it. We work with those sources to correct the record.
Financial promotions are regulated, and a cautious buyer checks. We work from facts you can stand behind and keep the content specific, sourced and free of exaggerated claims.
01
We separate your firm from any confused entity and give AI a consistent, structured description of who you are, what you do and who you serve.
02
A structured data review and technical fixes so AI crawlers can read your site and your key facts, including your credentials and the people behind the firm.
03
Articles on the exact questions prospective clients ask, backed by comparison tables, named reviewers and FAQ schema, written to be quoted accurately.
04
A coordinated effort with the sources AI engines cite, to correct inaccurate descriptions and build coverage in the places a cautious buyer looks.
Case study, UK wealth manager
The problem. AI engines did not know the client was a UK discretionary wealth manager. They confused it with an unrelated company, and third-party sources called it a robo-advisor. An early audit found it accounted for almost none of its category's tracked AI citations.
What we did. We separated the entity, reviewed its schema, and worked with the third-party sources behind the inaccurate description. We also built answer-first content around the questions prospective clients ask, with comparison tables, named reviewers and FAQ schema.
The outcome. Within five months the client held the #1 share of voice among its tracked competitors and has not been displaced since. The share of chats citing its site rose from 1.7% to 9.8%, and Google AI Overview impressions grew 116% in the first thirteen weeks.
Read the full case studyProvider comparisons, ratings and directories.
Editorial coverage and expert commentary.
Registers and official listings that confirm who you are.
Reddit and investor forum threads.
Service, team, credentials and FAQ pages.
In depth
Before a fintech firm can win a recommendation, AI has to describe it correctly. That is why our work begins with an audit of how each engine currently describes you, which sources it relies on and where the picture is wrong.
Fixing a wrong description at its source usually matters more than adding new content, because every engine that retrieves the same source repeats the same error. We prioritise those fixes first, then build the content and coverage on top.
It depends on who is buying. For business buyers the evidence is strong: LinkedIn research reported by Marketing Week found that 94% of B2B buying groups use large language models such as ChatGPT before engaging sales, and G2's 2026 buyer research found that 51% of B2B software buyers now start research with AI more often than with Google. For consumer wealth and retail financial services we do not have a reliable industry-wide figure, so we would rather you test your own category than take a statistic on trust: run the prompts your clients would use and see who is named.
We start by finding where the wrong description comes from, because AI repeats whatever its sources say. We then correct it at the source, through your own pages, structured data and, where needed, the third-party sites involved. Our wealth manager case study is an example.
Yes. Many firms keep an SEO partner for technical and content volume and bring us in for the AI search layer. We share a prompt set and reporting so the two programmes support each other.
We write from facts you can evidence, keep claims specific and avoid exaggeration. We build in review by your own compliance or legal team before anything is published.
In our wealth manager case study the client held the #1 share of voice within five months. In general, early citation gains often appear within 8 to 12 weeks of the strategy phase finishing, but timelines vary by category and competition and we do not guarantee specific results.
Engagements start with a fixed-scope strategy phase, priced from £5,995 (+VAT) depending on scope. Growth retainers typically start from £3,500 (+VAT) a month.
Start with a free 20-minute call. We will talk through where your firm and its closest competitors appear in AI answers, and tell you honestly whether we can help.