AEO for Financial Services
AEO for Financial Services
When AI answers for you, what does it say?
When AI answers for you, what does it say?
Paula Inc. helps wealth and financial services firms show up in AI answers. We measure how ChatGPT, Perplexity, Google AI, and Copilot present your firm, find your biggest openings, and give you a plan graded by evidence.
Paula Inc. helps wealth and financial services firms show up in AI answers. We measure how ChatGPT, Perplexity, Google AI, and Copilot present your firm, find your biggest openings, and give you a plan graded by evidence.
The first conversation happens without you.
1 in 4
affluent US households planning to hire an advisor now start that search with AI.
Prospects now ask AI before they ask you. Referrals check you the same way. When the answer leaves your firm out, the conversation moves on without you, and you never know it happened.
We run an ongoing research practice on how AI systems choose which financial services firms to name and cite: our own studies, live experiments, and a standing review of everyone else’s evidence.
Prospects now ask AI before they ask you. Referrals check you the same way. When the answer leaves your firm out, the conversation moves on without you, and you never know it happened.
We run an ongoing research practice on how AI systems choose which financial services firms to name and cite: our own studies, live experiments, and a standing review of everyone else’s evidence.
What We Do
Compare what each engagement includes.
01
Foundation
Is search finding you? AI
assistants pull from search
before they write a word.
01
Foundation
Is search finding you? AI
assistants pull from search
before they write a word.
02
Measurement
What does AI say about you
today? We ask the questions
your prospects ask, across the major AI assistants, and read every answer ourselves. Being named and being cited are different things; we track both.
03
Openings
Who wins your questions, and where are they weak? We map where your firm can
realistically enter the answers.
04
The plan
Ranked by impact, labeled by
evidence: what is proven, what is promising, and what is popular but unsupported.
03
Openings
Who wins your questions, and where are they weak? We map where your firm can
realistically enter the answers.
04
The plan
Ranked by impact, labeled by
evidence: what is proven, what is promising, and what is popular but unsupported.
AEO Assessment &Roadmap
Where you stand, what matters most, in what order
· AI visibility baseline
· Search foundation check
· Opportunity map
· Ranked plan with evidence labels
· Findings session with leadership
· Technical fixes in the plan
· Placement targets in the plan
· Handover: prompt set & baseline
· AI visibility baseline
· Search foundation check
· Opportunity map
· Ranked plan with evidence labels
· Findings session with leadership
· Technical fixes in the plan
· Placement targets in the plan
· Handover: prompt set & baseline
AEO Assessment & Guided Implementation
Your team does the work; we keep it on target.
· Monthly visibility measurement, live review
· Guidance as your team implements
· Plan refreshed every session
· Closing re-measurement vs. baseline
· Technical fixes: we advise
· Handover: full system & training
· Monthly visibility measurement, live review
· Guidance as your team implements
· Plan refreshed every session
· Closing re-measurement vs. baseline
· Technical fixes: we advise
· Handover: full system & training
· Monthly visibility measurement, live review
· Guidance as your team implements
· Plan refreshed every session
· Closing re-measurement vs. baseline
· Technical fixes: we advise
· Handover: full system & training
AEO Full
Program
AEO Full Program
We do the work, with your experts.
· Content creation with your experts
· Quarterly strategy reviews
· Technical fixes: we implement
· Placement led by Paula
· Content creation with your experts
· Quarterly strategy reviews
· Technical fixes: we implement
· Placement led by Paula
Three ways to work with us
AEO Assessment &
Roadmap
Where you stand, what matters
most, in what order
AEO Assessment &
Guided
Implementation
Your team does the work; we
keep it on target
AEO Full Program
We do the work, with your
experts
Where you stand: AI visibility baseline
Included
Included
Included
Search foundation check
Included
Included
Included
Opportunity map
Included
Included
Included
Ranked plan with evidence labels
Included
Included
Included
Findings session with your leadership
Included
Included
Included
Ongoing visibility measurement
–
Monthly, with live review
Monthly, with live review
Guidance as your team implements
–
Included
Included
Plan refreshed with new data
–
At every session
At every session, plus
quarterly strategy reviews
Content creation, in partnership with
your experts
–
–
Included
Technical fixes
In the plan
We advise
We implement
Placement strategy
Targets in the plan
Targets in the plan
Led by Paula
Closing re-measurement against your baseline
–
Included
Included
Handover
Prompt set and baseline
Full system and training
Full system and training
Investment
$7,500
One-time engagement · about four weeks
$5,000
Six-month program · $30,000 total
Scoped from your assessment
Six- to twelve-month program
Why Paula
We Understand Financial Services
We Fix the Fundamentals First
Human Rigor. AI Scale.
We're Obsessed with Adoption
We Understand Financial Services
We work where the rules are tighter and trust decides everything. The tactics AI search rewards, verifiable claims, named sources, real expertise, are the ones compliance already requires.
We Fix the Fundamentals First
AI visibility is built on the same foundation as search: clean structure, working access, content machines can read. We fix that before anything clever.
Human Rigor. AI Scale.
Software watches your visibility every day. People decide what it means. We read the actual answers, because dashboards get it wrong in ways that matter.
We're Obsessed with Adoption
A plan only counts if your team can run it. Every engagement ends with your people trained and the measurement system in your hands.
We Understand Financial Services
We work where the rules are tighter and trust decides everything. The tactics AI search rewards, verifiable claims, named sources, real expertise, are the ones compliance already requires.
We Fix the Fundamentals First
AI visibility is built on the same foundation as search: clean structure, working access, content machines can read. We fix that before anything clever.
Human Rigor. AI Scale.
Software watches your visibility every day. People decide what it means. We read the actual answers, because dashboards get it wrong in ways that matter.
We're Obsessed with Adoption
A plan only counts if your team can run it. Every engagement ends with your people trained and the measurement system in your hands.
FAQ
Is AEO the same as GEO?
Yes. Answer engine optimization (AEO), generative engine optimization (GEO), and AI search optimization all describe the same discipline: making your firm visible and citable in AI-generated answers. We say AEO.
Is AEO the same as GEO?
Yes. Answer engine optimization (AEO), generative engine optimization (GEO), and AI search optimization all describe the same discipline: making your firm visible and citable in AI-generated answers. We say AEO.
Can you guarantee we show up in ChatGPT?
No, and no one can. AI answers are probabilistic and change week to week. What we guarantee is the quality of the work, which is why the Assessment is refundable if you judge it was not worth it.
Can you guarantee we show up in ChatGPT?
No, and no one can. AI answers are probabilistic and change week to week. What we guarantee is the quality of the work, which is why the Assessment is refundable if you judge it was not worth it.
Do you only work with wealth managers?
Wealth and asset management is where our research is deepest. We work across financial services, and the method applies to any firm whose clients research before they call.
Do you only work with wealth managers?
Wealth and asset management is where our research is deepest. We work across financial services, and the method applies to any firm whose clients research before they call.
What do we need from you?
Access to your site and analytics, a person who owns your content, and executive attention at the findings session. If we build content together, your experts review it. That is how it stays credible.
What do we need from you?
Access to your site and analytics, a person who owns your content, and executive attention at the findings session. If we build content together, your experts review it. That is how it stays credible.
How do you decide what to ask the AI assistants?
We build the questions from how real prospects search: a life situation, a specialization, a trust concern, a wealth level, a place. Our research shows prospects ask from inside a situation, "just sold my business, who handles sudden liquidity in Toronto," not "best wealth manager in Canada." Your firm's question set is built from your actual clientele and the questions you can realistically win.
How do you decide what to ask the AI assistants?
We build the questions from how real prospects search: a life situation, a specialization, a trust concern, a wealth level, a place. Our research shows prospects ask from inside a situation, "just sold my business, who handles sudden liquidity in Toronto," not "best wealth manager in Canada." Your firm's question set is built from your actual clientele and the questions you can realistically win.
How does the measurement actually run?
Professional monitoring runs your questions across the major AI assistants on a schedule, because answers change from day to day and a single snapshot misleads. Then we read the answers ourselves. Software tells us where to look; a person decides what it means.
How does the measurement actually run?
Professional monitoring runs your questions across the major AI assistants on a schedule, because answers change from day to day and a single snapshot misleads. Then we read the answers ourselves. Software tells us where to look; a person decides what it means.
Where do your recommendations come from?
Three sources, checked against each other: what your measurement shows, our own experiments and studies in financial services, and the published evidence from the wider field, which we review and grade continuously. When a popular tactic doesn't hold up, we say so.
Where do your recommendations come from?
Three sources, checked against each other: what your measurement shows, our own experiments and studies in financial services, and the published evidence from the wider field, which we review and grade continuously. When a popular tactic doesn't hold up, we say so.
How do you get firms into third-party coverage?
There's no shortcut. AI answers lean heavily on independent sources, and earning a place in them is relationship work. We identify which placements matter for your questions, handle the ones we can, and coach your experts where the relationship has to be theirs. We don't buy bulk placements that readers and machines both discount.
How do you get firms into third-party coverage?
There's no shortcut. AI answers lean heavily on independent sources, and earning a place in them is relationship work. We identify which placements matter for your questions, handle the ones we can, and coach your experts where the relationship has to be theirs. We don't buy bulk placements that readers and machines both discount.
Is this a replacement for SEO?
No. Search and AI visibility are one discipline with two scoring systems. Classic search rankings still decide whether you're in the pool of sources AI assistants draw from; they no longer decide whether you're in the answer. That's why every engagement starts with your search foundation, and why nearly everything we recommend strengthens your traditional rankings too. If you already have an SEO provider, we work alongside them.
Is this a replacement for SEO?
No. Search and AI visibility are one discipline with two scoring systems. Classic search rankings still decide whether you're in the pool of sources AI assistants draw from; they no longer decide whether you're in the answer. That's why every engagement starts with your search foundation, and why nearly everything we recommend strengthens your traditional rankings too. If you already have an SEO provider, we work alongside them.
Find out what AI says about your firm.
Drop us a note or book a call. We'll get back to you
within one business day.
Related research
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Who We Serve
Our Work
about us
INSIGHTS
Contact Us
Keep up with our Insights
Who We Serve
Our Work
about us
INSIGHTS
Contact Us
Keep up with our Insights