AI search visibility for financial services
People now ask AI which bank, broker, wealth manager or fund to choose. We ask the questions your clients ask, measure how often AI names you, check what it says about you against official sources, and help you fix what is wrong.
Question set for
A client asks
“Which bank gives the best interest on a savings account?”
We check every answer for
Named
Is your brand in the answer at all?
Recommended
Is it suggested, or only listed?
Facts
Are your fees, rules and products right?
Sources
Which websites does the AI rely on?
Checked against
Method on showEvery score comes with a range, not a single made-up number.
Checked against official sourcesWe only call a claim wrong when an official source says so.
No guarantees, no hypeWe measure, do the work, and measure again.
Your dashboard
Your team signs in to see your own audit: every AI answer, your competitors, what AI gets wrong and what to fix. When we audit again, the new results are added, so you can see what moved.
The problem
Three things can go wrong, and all three are easy to miss.
01
Ask AI for the best bank, broker or fund and it gives a short list. If you are not on it, that client never reaches your website.
02
Fees, interest rates, products, rules and registration details are stated with confidence, even when they are out of date or incorrect.
03
Blocked bots, prices that only appear after JavaScript runs, missing structured data. Easy to miss, usually easy to fix.
Services
Start with an audit built around your brand. Our team can then fix what it finds, and track the results for you every month.
A full audit built around your brand, not a template.
Our team fixes what the audit finds, with your marketing and compliance teams.
Nothing goes live without your compliance team’s approval.
The same questions, asked again every month, so you can see what moved.
What you get
A report you can hand to your marketing, product and compliance teams.
How often AI names you when clients ask questions that do not mention any brand, shown with a range.
The competitors that win the questions you miss, question by question.
Claims about your fees, products and rules, checked against official sources, with a link for each.
Client questions that match your own products, where AI still leaves you out.
A check of robots.txt, firewall rules, content hidden behind JavaScript, and structured data.
What to change first, why it matters, and how long it should take.
How it works
Each step ends with a result you can see and check for yourself.
We write a question set for your kind of firm and ask AI assistants those questions, in your clients’ own words.
You getEvery AI answer, with the sources it cited
Repeat runs and a stated range of error, so you know how much to trust the number.
You getYour score with its range, and your rank
Every claim about your brand is checked on the live web against official sources.
You getWhat AI gets wrong, with a source for each
A report and a plan for your team. Our team can do the work, then we measure again to see what moved.
You getA report, your dashboard and a clear plan
Want the detail?How we measure, step by stepSee a sample report
Why choose us
We built our own audit engine instead of renting a tool, so we can change it to suit your firm, not the other way round.
Question sets for each kind of firm, checks against financial regulators and official sources, and the markets you work in.
When your firm needs a new question set, competitor or check, we add it to the engine.
When we find a better way to check something, every client gets it at their next audit.
Every number traces back to the questions asked, the answers received and the sources checked.
Sample report
Every audit comes with a report you can share with your marketing, product and compliance teams. This is a full sample, for a made-up investing app.
PDF, 8 pages. Fernvale Invest is a made-up brand; every name and number in it is invented.
Our method
The full process, from the first question to your report. Select a step to see what we do and why.
Why it matters: The questions decide what the score means, so we fix them before anything is asked.
Step 1 of 8
Why it matters: The questions decide what the score means, so we fix them before anything is asked.
Step 2 of 8
Why it matters: One answer is a snapshot. Repeat runs show what your clients usually see.
Step 3 of 8
Why it matters: Loose matching makes scores look better than they are. We would rather report a lower number that is true.
Step 4 of 8
Why it matters: A single number without a range looks precise but can mislead.
Step 5 of 8
Why it matters: A wrong flag would cost your trust, so the rules are strict.
Step 6 of 8
Why it matters: If AI cannot read your site, it relies on other websites to describe you.
Step 7 of 8
Why it matters: The gaps show exactly where the work should go.
Step 8 of 8
Why it matters: You can check our work, and so can your compliance team.
Who it is for
A trader, a family office and a borrower ask AI very different things. So we write a separate set of questions for your kind of firm and the market you work in.
Their clients ask AI about: Savings rates, accounts, cards and loans
Their clients ask AI about: Fees, trading apps, margin and research
Their clients ask AI about: Advice, minimum investment and track record
Their clients ask AI about: Returns, risk and which fund to pick
Their clients ask AI about: Strategy, track record and who can invest
Their clients ask AI about: Premiums, cover and claim settlement
Their clients ask AI about: Interest rates, eligibility and approval speed
Their clients ask AI about: Safety, fees and features
Not for firms that want a guaranteed ranking. Nobody can honestly promise one.
About us
We help financial firms get named, and described correctly, when people ask AI assistants which firm to choose. Our services cover AEO (answer engine optimization) and GEO (generative engine optimization). We audit what AI says about you and your competitors, fix what holds you back, from your website and content to wrong facts at their source, and measure again every month.
Opal AEO was founded by Shubham Gururani in Pune. He has been in Bitcoin since 2015, and spent years at Airtel selling data centre, security and MPLS services to businesses, where he learned how companies evaluate and buy critical technology. In 2021 he left to trade crypto and the stock market full time, and has been learning and building with AI ever since. That mix of market experience and business selling shaped Opal’s audit engine. It asks the questions investors actually ask, checks what AI says about a firm against official sources, and gives decision-makers reports they can act on.
FAQ
Something else on your mind? Ask us on the intro call.
SEO is about ranking on a search results page. AEO (answer engine optimization) is about being named, and described correctly, inside the answers AI assistants give. The two share a lot of work on your website, but AEO measures something different: what the AI actually says.
GEO (generative engine optimization) is another name for the same goal: being named, and described correctly, by AI tools that write their own answers instead of showing a list of links. Some people say AEO, some say GEO. The work is almost the same, and we do both.
More people now ask AI which bank, broker, insurer or fund to choose, and the answer usually names only a few firms. If you are not among them, you may never be considered. And when AI gets your fees, products or rules wrong, many people take the answer at face value.
Each AI assistant works a little differently, but most search the web as they answer, read the pages they can reach, and lean on sources they trust: official websites, comparison and review sites, news and forums. Firms that are clearly described in many of those places tend to be named more often. Our audit shows which sources the AI relied on for each question.
If you are in financial services, very likely: banks, brokers and trading platforms, wealth managers and advisers, asset managers and mutual funds, hedge and alternative funds, insurers, lenders and fintech apps. We write a question set for your kind of firm, because a trader, a family office and a borrower ask AI very different things.
The major AI assistants that search the web when they answer. Every report states exactly which ones were asked, which model each one used, and the date.
We check each claim about your brand on the live web, preferring official sources such as your own website, financial regulators and the exchanges. A claim is flagged as wrong only when an official source says otherwise, and every flag comes with the source link so you can check it yourself.
No, and nobody honestly can: AI answers change from day to day. We measure where you stand today, find the causes, fix them with your team, and measure again so you can see what moved.
It depends on what is holding you back. Fixes on your own website can show once AI reads your pages again. Getting mentioned on the other sites AI trusts usually takes longer, often a few months. That is why we measure again every month, so you can see what moved.
It depends on what you need. We will tell you on the intro call, before you commit to anything.
Tell us who you are and book a short intro call. No commitment.
