GEO playbook

GEO for fintech: how to get cited by AI

Finance is money and YMYL: AI engines are strict about figure accuracy and source authority. To get cited, naming a rate isn't enough — you need a source link, an update date and an author with financial expertise.

GEO for fintech: how to get cited by AI

Where you lose AI answers

  • AI cites aggregators and comparison sites, not your bank.
  • Rates and fees without a date or source link don't earn AI's trust.
  • Figures go stale after a central-bank rate decision.

How people ask AI

«what's the deposit rate at bank»«how to open a brokerage account with service»«is it worth refinancing a mortgage at N% rate»«savings account vs product: which is better»

GEO checklist for this niche

Author with financial expertise

Name, role, knowsAbout (finance/investing), licenses — the key E-E-A-T signal in YMYL.

Figures with a source link

Cite every rate and fee to the central bank or your rate sheet, with a date.

FinancialProduct & Offer schema

Mark up rates and terms via FinancialProduct, Offer, MonetaryAmount — AI reads structure.

Direct answer and a calculator

A short exact answer after the heading, plus a calculator for compute queries.

Date, 'updated' and a disclaimer

Show the update date after rate decisions and a 'not investment advice' disclaimer.

Want this done for your site — end to end?

FAQ

Why is GEO harder for fintech?

Finance is YMYL: AI is stricter about figure accuracy and source authority. But verified rates with source links, an expert author and a fresh date give a bank or investment service a big edge.

Where do I start?

Add an author with financial expertise, attach a source and date to every rate, mark up products via FinancialProduct/Offer, then run your pages through the GEO checker.