Wealth managers and family offices: what AI assistants say about you
A client looking for an independent manager may now ask an AI before asking a friend. Trust, licences and precise details count.
The questions your clients ask AI assistants
- “Independent wealth manager in Lugano”
- “Family office in Ticino for an Italian family”
- “FINMA-licensed manager who speaks German”
To questions like these, the AI doesn't answer with ten links: it suggests two or three names with a few details on each. If your firm isn't there, or is there with wrong details, the client calls someone else.
The errors we find most often
- Confusion with banks or managers with similar names
- FINMA licence and supervisory organisation not mentioned
- Languages and client segments not stated
The sources that matter for wealth managers
FINMA's public list of authorised institutions, wealth manager associations, Swiss financial media, conferences and courses where you speak, partners' LinkedIn profiles.
What we do
- We measure what ChatGPT, Gemini and Perplexity answer to your clients' questions: more than 30 questions in total, repeated every month.
- We correct wrong information at the source: Google Business Profile, Bing, Apple, local.ch, registers, LinkedIn, website.
- With the Complete plan we work to get you recommended: mentions on other respected websites in your field and pages that answer your clients' real questions.
We share the price with the free analysis: the same price list for everyone. Billed monthly, three-month minimum; if the measurement shows no improvement for two months in a row, the fee is paused until it improves. See the details.