Growth for finance, starting from what buyers ask.
Below is the working prompt set for this vertical — 8 questions your buyers put to an assistant before they ever reach your site. Everything we build is scored against it.
Get your prompt setThe prompt set
8 questions we measure against
- 01Which wealth manager should I use for a $2M portfolio
- 02Fee-only financial adviser near me
- 03Best business bank account for a company with international clients
- 04Is this firm regulated and where can I check
- 05Compare mortgage brokers for a self-employed applicant
- 06Which firm handles cross-border tax for expatriates
- 07Independent adviser versus a private bank for retirement planning
- 08What does a fiduciary duty actually oblige an adviser to do
Your live set is built around your categories, locations and competitors. This is the starting template for the vertical.
What makes this vertical different to work in
Compliance review slows publishing to a pace that never builds authority
Trust signals matter more than in any other vertical and are usually understated
Regulatory status is buried in the footer rather than answered on the page
What we usually run here
Example implementation framework. What follows describes how we would approach a finance engagement. It is method, not a record of a completed client project, and contains no performance figures.
Regulatory constraints
Financial promotion rules apply in most jurisdictions. Compliance review is built into the publishing cycle rather than bolted on afterwards.
Business challenges
Compliance review kills publishing pace
Content that waits three weeks for sign-off never accumulates authority. The process has to be designed into the plan, not fought against.
Trust matters more here than anywhere
Regulatory status, fee structure and fiduciary duty decide the shortlist, and are usually buried in a footer.
Superlatives replace specifics
'Leading' and 'trusted' are unverifiable. Assistants weight corroborated facts, and regulatory registration is exactly that.
AI marketing, SEO, GEO and AEO strategy
Regulatory status as a citable fact
Registration numbers, permissions and jurisdiction structured on-page rather than hidden in small print.
Fee transparency
Fee model published plainly — the single largest objection removed before the first call.
Pre-approved content library
A bank of compliance-cleared modular blocks so publishing does not stall on review.
Suitability-led answers
Content that names who a service is wrong for, which is both compliant and unusually persuasive.
30, 60 and 90 day action plan
- Days 1–30
Baseline and foundation
- Prompt set across advice and product queries
- Baseline recorded
- Compliance workflow designed with the review team
- Trust-signal audit
- Days 31–60
Structure and publish
- Regulatory status structuring
- FinancialService schema
- Fee transparency pages
- Pre-approved content blocks
- Days 61–90
Convert and corroborate
- Suitability and comparison content
- Lead qualification and routing
- Citation building via industry sources
- First re-measure
Expected workflow
- 01DiscoverBuild the prompt set from real buyer language, record the visibility baseline across four assistants, and audit the technical foundation.
- 02DiagnoseRank findings by commercial impact rather than severity label, and agree what qualified means with the people who take the calls.
- 03BuildRemediate the foundation, deploy the schema graph, and restructure templates so a complete answer sits at the top of each page.
- 04PublishShip answer-first content against the highest-value prompts, with every statistic carrying a named source and date.
- 05CorroborateBuild the mentions, listings, reviews and coverage that let an assistant verify claims somewhere other than your own site.
- 06MeasureRe-measure against the recorded baseline monthly and report pipeline first, with attribution limits stated in the report.
Deliverables
- Category prompt set and recorded visibility baseline
- Technical audit with a prioritised, costed fix list
- Schema graph across every page template
- Answer-first content programme
- Citation and corroboration programme
- Conversion instrumentation and attribution model
- Monthly report opening with pipeline created
AI tools and automation
AI visibility
- ChatGPT
- Google Gemini
- Perplexity
- Microsoft Copilot
- Claude
Search & measurement
- Google Search Console
- Bing Webmaster Tools
- GA4
- Looker Studio
Technical
- Screaming Frog
- PageSpeed Insights
- Schema validators
- Lighthouse CI
Automation & CRM
- HubSpot or equivalent CRM
- Workflow automation
- Lead routing and alerting
- Conversational agents
KPIs finance businesses typically monitor
Citation rate on advice-intent prompts
Where high-value clients begin their research.
Qualified enquiries by asset band
Volume matters far less than client size in this vertical.
Time from draft to published
Directly measures whether the compliance workflow is working.
Consultation booking rate
The step that converts interest into a relationship.
Assisted pipeline by content type
Shows which compliant content actually influences revenue.
Frequently asked questions
We build it into the publishing cycle rather than around it. Content that waits three weeks for review never builds authority, so the process has to be part of the plan from day one.
Find out what AI says about you right now.
We run your real buyer prompts through four assistants and send you the transcript, with your position and your competitors’. No charge, no call required to receive it.
Typical turnaround: 3 working days.