Overview

As GenAI transforms search behavior, financial services brands face a critical challenge: how to maintain visibility when users ask conversational questions instead of typing keywords. This comprehensive research reveals the exact factors that determine which brands get cited and mentioned in AI-powered search results. 

Through analysis of over 30,000 queries across banking, credit cards, personal loans, and wealth management, we’ve identified the optimization strategies that drive success across ChatGPT, Google AIO, and Perplexity. This isn’t theoretical advice, it’s data-driven insights from millions of real citation patterns. 

Whether you’re a CMO looking to future-proof your search strategy or a digital marketer seeking competitive advantages, this research provides the roadmap for GEO success in financial services. 

  • How ChatGPT, Google AIO, and Perplexity rank and cite financial brands
  • The role of domain authority, rankings, and content relevance in winning AI citations
  • Proven GEO optimization tactics backed by over 1 million data points
  • Competitive insights across 30+ financial brands and 4 verticals
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