The problem
Buyers in fintech research before they shortlist, and a growing share of that research no longer happens on a results page. It happens in a conversation with an assistant, where the buyer asks which providers are worth considering and gets back a short list of names.
If your brand is not in that list you are not in the running, and you will never see the impression in any analytics tool. The client was investing in content and ranking respectably in traditional search, but was absent from the answers being given to the exact questions their buyers were asking.
The problem was not content volume. The content had been written to rank rather than to be quoted — and those are different jobs.
What we did
Ten prompts were defined covering the questions a real buyer asks before shortlisting in this category, and the brand's presence in each answer was recorded as a baseline.
Each priority question got a page answering it directly, specifically and early — with the kind of detail that makes a passage worth quoting rather than paraphrasing.
Consistent entity information across the web, third-party presence in the places these engines draw from, and structured content that makes the source of an answer unambiguous.
The same depth that earns a citation also earns a ranking. Splitting them would have meant doing the work twice.
The results
Within three months the brand was cited across all ten tracked prompts, having started from a materially lower base. Lead flow is now attributed to organic and AI-led discovery as separate sources, so the client can see what the AI visibility work contributes rather than having it disappear into a general organic number.
The tracked prompt set continues to run, which means visibility is monitored as a trend rather than claimed once and forgotten.
- Add the baseline — ten out of ten means little without knowing whether the start was zero or eight.
- Confirm which assistants were tracked. Naming ChatGPT, Gemini, Perplexity and AI Overviews is far more concrete.
- Keep the industry descriptor at "fintech" — anything narrower identifies the client.
- Keep this page visually distinct from the Khatabook study; both are fintech.
Get your AI visibility score
We will run your brand against a tracked prompt set and show you where you are named, where you are missing, and who is being named instead.
A senior strategist responds — not an SDR working a queue. US and UK enquiries are handled in your business hours.