AI visibility

AI Visibility for Financial Services Firms

Get named, and described correctly, when people ask ChatGPT, Perplexity or Google's AI who to call.

What it is

What is AI visibility?

AI visibility · nounAI visibility is how often, and how accurately, AI tools mention your business when someone asks for a provider like you. It depends on whether AI tools can read your site, whether your services are explained in plain text and whether trusted sites mention you.
GEO, AEO and AI visibility

Two names for the work. One result to measure.

Generative engine optimization (GEO) and answer engine optimization (AEO) are two names for the same work: making your business easy for AI tools to find, understand and cite. AI visibility is the result you measure.

How it works

Audit. Fix. Track.

What's included

Implementation, then an optional growth retainer

02 · Implementation

2 to 4 weeks

  • Audit
  • Fixes to your top pages
  • Structured data
  • Optimized new page content
  • Profile and directory cleanup
  • Baseline report
03 · Growth retainer · Optional

Monthly

  • Monthly question tracking
  • New pages as gaps appear
  • Fact corrections
  • A monthly review
Scope

What we can and can't promise

No one controls what AI tools say, and anyone guaranteeing a spot in ChatGPT is guessing. AI answers also vary by tool, location and date. What we can do is make your business easy to find, easy to cite and described correctly, then show you exactly which questions we tested and what changed each month.

Example

7/10

Target scenario questions where the lender was named, within 60 days

Non-QM wholesale lender

Lender list pages and scenario pages written so AI tools can cite them when brokers ask who does a specific loan type. Within 60 days, the lender was named in 7 of 10 AI answers to its target scenario questions.

Results depend on the firm, the audience and the market.

Questions

AI visibility, answered

What is AI visibility?

How often, and how accurately, AI tools like ChatGPT and Perplexity mention your business when people ask for a provider like you.

How do I get my business to show up in ChatGPT?

Explain your services in plain text on your own pages, add structured data, make sure AI crawlers aren't blocked and get mentioned on the sites AI tools already trust.

What's the difference between GEO and SEO?

SEO aims for a spot in Google's list of links. GEO aims for a mention inside the answer an AI tool writes. Most of the groundwork overlaps.

How long does AI visibility take?

Site fixes take effect as AI tools recrawl, usually within weeks. Mentions on other sites take longer. We track monthly so you can see the trend.

How do you measure AI visibility?

We ask the same set of client questions every month and record whether you're named, how you're described and which sources the AI cites.

Free AI Visibility Snapshot

See where you stand before you change anything

We'll ask AI tools the questions your clients ask, show you who comes up and recommend the three fixes we'd make first. Within 24 hours.