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Ranked well, cited nowhere.

An AI-powered document platform for financial institutions ranked well for its core terms, but its authority leaned on directory and self-referential links. So when buyers asked engines like ChatGPT, Claude and Google’s AI Overviews which platforms to trust, it was rarely in the answer. We rebuilt its authority on earned editorial and positioned its CEO as a voice on AI governance in finance.

12+
Placements delivered
More AI citations
Earned
Link profile
// The challenge

Losing the recommendation before the pitch.

Buyers increasingly shortlist by asking an AI engine, and those engines lean on earned, credible sources. The platform ranked well, but its authority rested on directory and self-referential links, not the earned editorial the models draw from, so it wasn’t in the answer.

// Initial audit
Citations in AI answersRare
Editorial footprintThin
Link profileDirectory-led
High-authority backlinksFew
Category share of voiceBehind
// Our approach

Engineering the signals engines cite.

We built the earned coverage and authority profile that AI engines and search both reward, focused on the sources they actually pull from.

Pillar 01

Citable coverage

Editorial features in the credible tech press that AI engines draw on when they answer.

Pillar 02

Link authority

Earned editorial links, replacing a profile that leaned on directories and self-referential sources.

Pillar 03

Category presence

Consistent inclusion in the comparisons and roundups that define the space.

Editorial features across high-authority technology publications
Earned editorial links replacing a directory-led profile
Consistent presence in category comparisons and roundups
The CEO positioned as a voice on AI governance in finance
// The results

From absent to recommended.

Twelve-plus placements took the platform from rarely cited to consistently recommended. It appeared roughly four times as often in AI answers for its category prompts, as an earned-editorial link profile replaced the old directory-led one.

// Post-campaign snapshot
Citations in AI answers4× more
Editorial placements12+ live
Link profileEarned editorial
Category share of voiceLeading
AI citations
In category prompts
12+
Placements
High-authority
Earned
Link profile
Directory links replaced
Top
Category presence
Consistently recommended
// Featured in

The sources the engines trust.

ForbesNasdaqAmerican BankerAdvisorpediaInvestopediaYahoo FinanceTech Times
ForbesFlagship
How AI is reshaping document workflows in wealth management
Editorial feature
American BankerFlagship
Inside the push for AI governance in financial services
Editorial feature
Tech TimesAuthority
The infrastructure powering the next wave of wealthtech
Editorial feature

Headlines shown are representative of the coverage secured.

“They clearly understood how earned coverage and AI visibility connect, and they were meticulous about the details. A real pleasure to work with.”
— CMO, AI WealthTech Platform
// Ready to be next?

Want to be the name the AI recommends?

Tell us what buyers ask when they’re looking for you, and we’ll build the coverage that puts you in the answer.