Answer Engine Optimization for financial services, wealth management, banking, and fintech companies. Get cited when clients research financial decisions while maintaining regulatory compliance and fiduciary standards.
account_balance Finance AEO StrategyFinance AEO optimizes financial services for citations when clients ask "Should I invest in [asset class]?" or "How to choose a financial advisor?" With 73% of investors researching financial decisions online and AI engines increasingly answering money questions, advisors and fintech companies not cited lose client acquisition. Our finance AEO strategy balances optimization with regulatory compliance: FinancialService schema with licenses/credentials/specializations, educational content answering common financial questions (compliant with SEC/FINRA advertising rules), advisor profiles with CFP/CFA credentials establishing authority, and careful disclaimers ensuring content meets fiduciary standards. Particularly effective for: wealth managers seeking HNW clients researching advisor selection, fintech platforms explaining complex products, banks answering product comparison queries. Average: 45-65% increase in qualified inquiries from pre-educated clients asking informed questions.
FinancialService schema with licenses, credentials, and specializations for advisor searches.
Create compliant educational content answering financial planning and investment questions.
Ensure content meets SEC, FINRA, and fiduciary advertising standards.
Your free audit shows you where you stand. Now choose your path forward.
Diagnose your revenue exposure from AI search disruption. Credits toward the Answer-Slot Authority.
Want us to do 100% of the implementation for you? Dedicated 4-person team gets you to market leadership in 90 days.
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