Rank in ChatGPT, Claude, Perplexity, and Gemini.
Prospects and LPs ask AI first. Answer Engine Optimization gets your firm cited inside those answers — under SEC Marketing Rule and FINRA 2210 review, powered by our Compliance OS.
Built for advisers · 30,000+ marketing assets scanned · SEC + FINRA reviewed
We optimize for citations in
ChatGPT
OpenAI web + Bing sources
Perplexity
Real-time search + citations
Claude
Anthropic web browsing
Gemini
Google AI Overviews + Search
Google SGE
AI Overviews on Google.com
Bing Copilot
Microsoft Copilot answers
Six pillars of compliance-safe AEO
How FIN Group gets regulated firms cited in AI answers without triggering marketing-rule findings.
Answer-engine schema
FAQ, HowTo, DefinedTerm, and Article JSON-LD on every service and product page so AI engines can lift concise, cited answers.
llms.txt + AI crawler policy
A curated /llms.txt map of what to read, plus robots rules that welcome GPTBot, PerplexityBot, ClaudeBot, and Google-Extended.
Coined-term authority pages
Named-entity explainers (Compliance OS, Private Capital OS, Marketing Review) that AI engines cite when defining the category.
Question-shaped content
Blog and resource pages written around real user questions — the exact prompts advisers ask ChatGPT and Perplexity.
Citation monitoring
We watch which FIN Group and RegReview pages surface in AI answers and refresh weakly-cited content on a schedule.
Compliance-safe AI copy
Every AI-facing page is reviewed under SEC Marketing Rule and FINRA 2210 before it goes live — so citations don't become findings.
Frequently asked questions
What is AEO (Answer Engine Optimization)?
AEO is the practice of structuring a website so that AI answer engines — ChatGPT, Perplexity, Claude, Gemini, Google AI Overviews, and Bing Copilot — cite it as a source in their generated answers. Unlike traditional SEO that targets a 10-blue-link results page, AEO targets a single synthesized paragraph and its footnoted sources.
How is AEO different from SEO?
SEO optimizes for ranked search results on Google or Bing. AEO optimizes for inclusion inside generative answers. The two overlap heavily — clean schema, authoritative content, and clear entity definitions help both — but AEO adds requirements: llms.txt, question-shaped H2s, DefinedTerm and FAQ JSON-LD, and content that survives compression into a two-sentence answer.
Do investment advisers and broker-dealers really need AEO?
Yes. Prospects, LPs, and referral partners increasingly ask ChatGPT and Perplexity questions like "who's a good fractional CCO for a private fund?" or "what's SEC Rule 206(4)-1?". If your firm isn't cited, a competitor or a generic law-firm blog is. AEO gets your firm into that answer under compliance-safe language.
Can AI-optimized marketing content violate the SEC Marketing Rule?
It can. AI-generated content is still marketing under SEC Rule 206(4)-1 and FINRA Rule 2210 the moment it goes on your site. FIN Group reviews every AEO page for testimonial rules, performance disclosures, hypothetical performance, and predictive claims before publish. Our ADScanner platform runs a second automated pass.
How do you measure AEO results?
We track (1) direct citations in ChatGPT, Perplexity, Claude, and Gemini for a curated prompt set, (2) AI-referred traffic in analytics, (3) traditional keyword rankings — since AEO and SEO reinforce each other, and (4) branded prompt lift — how often your firm surfaces when a user asks a category question.
What's included in FIN Group's AEO service?
AEO audit of your current site, schema build-out (FAQ / HowTo / DefinedTerm / Article), llms.txt setup, AI-crawler robots policy, a coined-term page for your firm's flagship offering, question-shaped content roadmap, compliance review of every asset, and monthly citation monitoring across the six major answer engines.
Ready to rank in the answer, not just the results?
We'll audit your site against the six major AI engines and hand back a citation-ready roadmap in 5 business days.