FinTech Company
Preparing a fintech giant for the age of AI search
( Services )
- AI Transformation
- Brand & Media
- Tech & Data
As generative AI reshapes how people discover and engage with information online, brands are being forced to rethink what it takes to stay visible, trusted, and competitive.
In the generative engine optimization (GEO) landscape, discoverability requires brands to publish content with a strong SEO foundation, backed by the systems, governance, and strategic clarity to deliver authoritative answers consistently across every surface that matters.
A leading financial services brand recognized that shift early. Operating in a highly regulated, fast-moving category, the company knew winning in this new environment would require a clearer view of its current content ecosystem and a smarter plan for what came next.
DEPT® came in to identify where the organization was well-positioned, where structural barriers could limit future visibility, and what it would take to support ongoing growth. Early on-site optimizations are already improving how the brand is surfaced and cited across AI-driven experiences, alongside a strategic, multi-phased roadmap designed to move the brand from a traditional content model toward a unified, future-ready approach to digital authority.
Early on-site optimizations are already improving how the brand is surfaced and cited across AI-driven experiences, alongside a strategic, multi-phased roadmap designed to move the brand from a traditional content model toward a unified, future-ready approach to digital authority.
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30k
AI citations
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82.8%
Average brand citation rate in Google AI Mode
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91%
Positive sentiment on non-branded prompts
Assessing GEO readiness across the content ecosystem
Brands are entering a new kind of visibility battle that extends beyond performing well in traditional search. Now the edge in discoverability comes from being the preferred, trusted source behind LLMs’ outputs.
That shift is especially significant in complex industries, where precision matters and outdated or inconsistent information can quickly erode customer trust or create real business risk. For this client, ensuring its content ecosystem is optimized to support LLM citations with real-time, factual answers is critical.
DEPT® led an on-site, GEO-focused discovery to assess how ready the client’s content ecosystem was for this new reality. Rather than looking at individual pages or isolated content verticals, we examined the underlying systems shaping how expertise moved through the organization and out into market-facing experiences.
That meant auditing workflows, governance, tooling, and content operations across key teams. We looked at how knowledge was created, reviewed, updated, and distributed, where friction or fragmentation was slowing the system down, and how well the current model was set up to support authoritative, consistent visibility in AI-driven environments.
Building a roadmap to what’s next
The discovery surfaced strong teams, deep subject-matter expertise, and a significant content footprint. But the structures supporting that ecosystem were not designed for modern search behaviors and machine-readable authority.
1. The brand needed a knowledge architecture, not just more content.
The client’s domain ecosystem spanned multiple properties, business units, and publishing environments, each serving different user intents and content formats. That made sense from an editorial or organizational perspective, but created fragmentation at the knowledge layer. Core information was expressed across domains rather than managed as canonical entities, increasing the risk of inconsistency, duplicated maintenance, and diluted authority signals in AI-generated answers.
DEPT®’s response was to define a future-state architecture that separates knowledge from presentation. Instead of managing high-value information as repeated page copy, we recommended moving toward an entity-based model supported by structured content, centralized governance, and reusable modules.
In practice, that means a composable or headless content layer that can project approved knowledge into different experiences without recreating it from scratch each time. Combined with a stronger knowledge layer and semantic reinforcement through the existing knowledge graph, this would allow the brand to update once, propagate broadly, and create cleaner signals for LLM citation and retrieval.
2. The workflow model was too manual for a high-change, high-stakes category.
Discovery showed that when information changed, the burden of updating it was distributed across people rather than absorbed by the system. Disconnected teams had to identify affected pages manually, route changes through separate review paths, and republish content surface by surface. That model is expensive, slow, and operationally fragile under normal conditions. When impacted by seasonal customer spikes, regulatory changes, and expert review requirements, it becomes even harder to sustain.
DEPT® designed a more resilient workflow and governance model to reduce that friction. That included unified intake and triage, clearer swim lanes across content types, pooled expert review, and a workflow orchestration layer to replace spreadsheet- and Slack-based coordination.
Just as important, we recommended shifting review from the page level to the entity or change-set level wherever possible. That turns subject matter expert review from a repetitive bottleneck into a more scalable governance mechanism, improving speed-to-correctness without compromising rigor.
3. The measurement framework needed to reflect how visibility is actually earned in AI environments.
The client’s existing measurement logic was still largely rooted in channel-based performance: traffic, rankings, and other familiar SEO metrics.
While these KPIs still matter, they don’t fully capture whether a brand is becoming more legible, more citable, or more authoritative inside AI-generated answers. GEO introduces a different performance question: not just whether a user clicks, but whether the brand is included, represented accurately, and trusted at the point the answer is formed.
DEPT® recommended a measurement evolution to match that reality. The future-state model shifts focus toward signals like answer presence, consistency across touchpoints, entity coverage, and LLM share of voice, alongside operational indicators such as time-to-update, review cycle time, and duplicate request volume. That gives the client a more complete picture of GEO readiness: not just how content performs after publication, but how effectively the underlying system produces authoritative visibility at scale.
From early gains to long-term authority
This work gave the client a clear understanding of what it will take to build durable authority in an AI-mediated landscape, and a roadmap for getting there.
Early momentum is already visible. On-site performance optimizations have driven initial gains in AI visibility and brand presence, strengthening how the brand is surfaced and represented across emerging AI experiences.
To date, that has included nearly 30,000 AI citations, a 58% brand mention rate with +8% month-over-month growth, an 82.8% average brand citation rate in Google AI Mode, and 91% positive sentiment on non-branded prompts.
The broader recommendations we developed form the foundation of a phased crawl, walk, run roadmap designed to help the client evolve from near-term optimization toward a more scalable, future-ready GEO operating model.
The early results show what stronger on-site performance can unlock now. The roadmap points to what becomes possible next: a more unified content ecosystem, a stronger knowledge foundation, and a model built to support consistent visibility, trust, and citation over time.