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The specialist AEO and GEO agency, with our own AI search monitoring platform.
Focus vertical — Financial Services.

We track how ChatGPT, Claude and Gemini describe your products, rates and terms, diagnose what is inaccurate or outdated, then execute the answer engine optimization work end to end. Built on AI monitoring tool we developed in-house and configured around your product categories, regulatory context and competitive set.

Talk to a human, get GEO recommendations and more. →

Consumers and businesses ask AI for rates, terms and recommendations before they ever open a comparison site or speak to a broker.

Answer engine optimization and generative engine optimisation are the layer where those decisions are being shaped, and it is the layer where most financial services brands have no monitoring, no diagnostic data and no plan in place. In a category where one wrong number erodes trust and can create regulatory exposure, that gap is one of the highest-cost blind spots in financial marketing right now.

AI is quoting outdated rates, fees and limits for your products.

Language models have a training cut-off, and rates, fees, credit limits and product terms move constantly. The numbers AI tools attach to your name are often months or years old, pulled from cached pages, archived press releases or third-party comparison sites that have not been updated. A consumer asks ChatGPT what your mortgage rate is, gets an answer that was true two refinancing cycles ago, and walks away with a number that does not match what your product actually offers today.

Your products are being miscategorised.

A credit card gets described as a debit card. A savings account gets confused with an investment account. A business overdraft gets grouped with a term loan. These category errors happen because product naming in financial services is inconsistent across the web, and language models default to the nearest familiar category when the signal is ambiguous. The consequence is that buyers are evaluating your product against the wrong alternatives, with the wrong expectations, on the wrong evaluation criteria.

You are missing from "best X for Y" recommendations.

"Best bank for freelancers." "Best small business loan in Germany." "Best savings account for a six-month emergency fund." "Best fintech for international transfers under €10,000." These are the queries that decide where deposits, applications and policies actually originate, and they are the queries most financial brands are absent from. The brands that appear in those shortlists are not always the largest or best-rated. They are the ones whose category, segment and trust signals are consistent enough for AI tools to recommend with confidence.

Trust signals are missing from how AI describes you.

In financial services, regulation, licensing and jurisdiction are part of the product. A buyer asking AI about a fintech wants to know if it is regulated, by whom, where deposits are protected and up to what amount. When those signals are missing from AI responses, the answer reads as untrustworthy regardless of how accurate the rest of it is. Worse, when AI tools fill the gap with inferred or incorrect regulatory information, the result is either a buyer who walks away or a compliance issue that lands on your desk.

The signals that decide whether AI recommends you.

Financial services has a particular set of signals that drive visibility in AI search and the accuracy of how AI describes your products. These are the six we track, diagnose and improve through our monitoring platform.

01
Numerical accuracy.

Are the rates, fees, APRs, limits, premiums and terms AI quotes for your products actually correct, or are they outdated, rounded incorrectly or pulled from a competitor? In financial services, a wrong number is more damaging than no number at all. It costs trust on the consumer side and creates regulatory exposure on yours.

02
Product category accuracy.

Is your product being placed in the right category? Credit card versus debit card. Investment account versus savings account. Business loan versus line of credit. Insurance product versus financial guarantee. Miscategorisation puts your product in front of the wrong buyers, against the wrong competitors, with the wrong expectations attached.

03
Regulatory and trust signals.

Does AI mention your licence, your regulator, your jurisdiction and the protections that apply to your product? Trust signals are not optional in this category, and their absence in AI responses reads as a red flag, whether AI made the omission or whether the underlying source material is silent on the topic.

04
Presence in "best X for Y" shortlists.

When buyers ask AI for the best bank for small businesses, the best mortgage for first-time buyers, the best savings account in your market, the best business credit card for travel, are you in the shortlist or missing entirely? These intent-loaded queries are where AI search converts into applications and deposits, and presence here is the single most direct signal that your category, segment and trust positioning is landing.

05
Data freshness.

How current is the information AI is working with about you? Are language models citing your latest published rates, your current product line-up and your most recent terms, or are they working from cached pages and archived content? Data freshness is the gap between what your product actually offers today and what AI tells a buyer it offers, and closing that gap is one of the highest-leverage GEO interventions in financial services.

06
Share of Voice versus key rivals.

How often do you appear against the three to five competitors who matter most in your category and market? Share of Voice in AI search is the most direct read on how likely you are to be recommended, and it tends to be a leading indicator of application volume and deposit flow a quarter or two ahead of the funnel.

A monitoring platform built around your product line, your regulator and your market, not a generic template.

We built our own AEO monitoring platform in-house, and we configure it around your product categories, the markets you operate in, the regulatory context you sit inside, the competitors you actually compete with and the queries your buyers actually run. The metrics we surface map to how AI search visibility translates into applications, deposits, premiums and assets under management in your specific niche.

We are a full-cycle agency, which means we do not hand over a dashboard and walk away. We analyse, we diagnose, we build the roadmap and we execute, either alongside your team or as a fully outsourced function, with full attention to the compliance constraints your category operates under.

Custom prompt library.

Tell us the markets, products and customer segments you want to monitor. Generate prompts automatically and pick the ones that fit, or upload your own. You get a fully configured AEO monitoring dashboard built around the financial products and buyer scenarios that matter to your business, not a default one.

Configurable Niche metrics.

Mention Rate, Share of Voice, Average Rank, Numerical Accuracy Score, Category Accuracy, Trust Signal Coverage, GEO Score and several others, all weighted and reported against the goals you actually care about. The dashboard is customisable from the ground up, so the view your team logs into reflects how your business measures success.

Adjustable competitor lists.

Nobody knows your real competitor set better than you do, and AI knows even less than that. You can adjust the brands you want to monitor and benchmark against at any time, segmented by product line and market, on your terms and at the cadence that suits your business.

Full setup support by our team.

As a full-cycle AEO and GEO agency, we are involved from step zero. We set the tool up, tailor it to your products, markets and regulatory context, and guide you through prioritising the GEO initiatives that will move the needle first. Execution can run with your team, with ours, or with a blend of both, depending on the bandwidth and compliance review process you have in-house.

Execute with your team or with our support, depending on your internal capabilities.

We adapt monitoring and AEO implementation to your product line, your regulatory environment and your internal workflows.

We adapt monitoring and implementation to your product categories, the markets you serve and the workflows your team already uses. Strategy, execution and our in-house monitoring platform run as one engagement, so the work shows up in AI search visibility you can actually measure.

FAQ from financial services teams.

4  STEPS

AEO monitoring,

Monitor AEO – if & how you appear in AI search:

  • mention rate,

  • share of voice,

  • brand attribute signals,

  • topic coverage matrix,

  • brand & source co-occurrence,

  • your brand GEO score & dynamics,

  • & any other tailored criteria.

Learn how AI systems describe:

  • your rates, fees and limits,

  • product category placement,

  • regulatory and licensing signals,

  • eligibility and customer fit,

  • trust and reputation signals,

  • & not limited to.

1

GEO  readiness,

Analyse your GEO readiness:

  • own resources programming layer,

  • own resources content layer,

  • third party presence,

  • citations.

Check competitor visibility:

  • who gets recommended,

  • in what contexts,

  • with which rates and terms,

  • how positioning changes over time.

Understand which sources influence AI outputs:

  • comparison sites,

  • financial trade media,

  • regulator publications,

  • product pages,

  • review platforms,

  • consumer forums,

  • specialist analyst content.

2

  • quick-win identification,

  • numerical accuracy corrections,

  • trust signal prioritisation,

  • content & documentation recommendations,

  • external visibility opportunities,

  • phased execution framework.

Get a 90-Day GEO Roadmap.

3

  • website & semantic structure recommendations,

  • product and rate page optimisation,

  • docs & disclosure optimisation,

  • AI-oriented content strategy,

  • content creation & placement automation,

  • review and comparison platform visibility,

  • external mentions & authority building,

  • regulatory and trust signal reinforcement,

  • competitive positioning optimisation.

Enjoy Generative Engine Optimisation Support

4

What GEO fixes look like in practice.

These are the patterns that come up repeatedly across financial services engagements. The specifics shift from product to product and market to market, but the mechanics behind the fix stay consistent.

"ChatGPT is quoting an interest rate we stopped offering two years ago."

Correcting outdated numerical data.

GEO Fix:

Outdated rates tend to persist because they are cached across multiple sources at once: archived press coverage, historical product pages and affiliate comparison sites that AI models cite regularly. The fix involves refreshing the on-site rate page with structured, citable content, updating affiliate and comparison site listings, and publishing an authoritative current-rates page formatted for AI citation.

What to expect: the current figure begins replacing the outdated one as AI models pick up the refreshed sources. With consistent corrections across cited channels, the shift typically becomes measurable within six to nine weeks.

"AI keeps describing our business credit card as a personal product."

Fixing product category signals.

GEO Fix:

Ambiguous product naming combined with consumer-card language on the product page gives AI models little to work with when classifying the product. Third-party listings that omit the business context compound the problem. The fix involves rewriting the product page around business-specific use cases, restructuring metadata, updating comparison and review platform listings and publishing content that positions the card against other business credit cards.

What to expect: correct categorisation in AI responses improves as the updated signals propagate across owned and third-party sources. Eight to ten weeks is a reasonable window for the change to become visible in monitored responses.

"We never appear when someone asks AI for the best bank for small businesses in our market."

Building category presence in shortlists.

GEO Fix:

When brand signals are spread across consumer and business contexts with no clear segment positioning, language models default to leaving the brand out of segment-specific shortlists. The fix involves building dedicated small business landing pages, publishing comparison content targeting high-intent prompts, expanding coverage in trade publications focused on the segment and reinforcing the segment signal across review platforms.

What to expect: shortlist presence builds gradually as the segment signals accumulate. Brands starting from near-zero typically see measurable improvement within ten to fourteen weeks of a coordinated effort.

"AI describes our fintech as unregulated, which is not true."

Reinforcing regulatory and trust signals.

GEO Fix:

When licence, regulator and jurisdiction information is buried in footer text and legal pages, language models rarely surface it. The fix involves moving trust signals into prominent, citable content blocks, publishing a clear regulatory disclosure page with structured data and updating third-party profiles and trade publications with accurate regulatory descriptions.

What to expect: regulatory information begins appearing correctly in AI responses as the restructured signals get picked up. Given how heavily AI models weight trust signals in financial contexts, accurate sourcing tends to take hold relatively quickly once the content is in place.

Who we work with:

Our AEO and GEO work spans retail and commercial banks, challenger and digital banks, consumer credit and lending products, business lending and SME finance, mortgage and refinancing brands, insurance providers across life, health and property, wealth and investment platforms, neobanks and fintech apps, payments and money transfer services, BNPL providers, crypto and digital asset platforms and embedded finance providers.

In marketing since 2009. In AI search since it became a category.

Our team has worked with international brands across SaaS, e-commerce, fintech and professional services for over fifteen years, originally as ContActive Tech Communications.

Logos of brands the AI, TELL ME! team has worked with: Western Digital, Orange Business Services, Ledger, Castrol, Yango, Swype, Sophos, Infor, Nuance, Riverbed, Seagate, Empire, Genband, Genesys, Strontium, Xplore Technologies, FARO, and CarTrawler.

Today, that same senior team applies its strategic and technical expertise to answer engine optimisation, generative engine optimisation, and AI search visibility.

AI search is rewiring how financial products get discovered.

Find out where your brand sits in AI search today, and talk to us about what it would take to get your products into AI recommendations consistently and accurately.

Talk to a human, get GEO recommendations and more. →

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