AI Search Optimization for Financial Services: Gregory FCA Launches Gregory Influence Engine

PHILADELPHIA--(BUSINESS WIRE)--Gregory FCA, one of the nation’s largest financial communications firms, today launched the Gregory Influence Engine, the first AI search monitoring and optimization platform built specifically for financial services firms.

As financial marketing shifts from Google search to AI engines such as ChatGPT, Gemini, Claude, Perplexity, and Copilot, financial brands face a new reality: Being invisible in AI search means being invisible to prospects.

Gregory Influence Engine helps wealth managers, investment management firms, ETF issuers, fintechs, banking institutions, private equity firms, and other financial services companies get mentioned and cited more often in AI search. The platform combines Gregory FCA’s expertise in financial services; 35 years of success in brand messaging, media relations, and content creation; leadership in the use of generative AI; and deep data on which companies AI models recommend and which sources influence the results.

Sign up here for a free customized demo.

Why Financial Services Firms Need AI Search Visibility

• 60% of U.S. adults now use AI to search for information.
• Organic traffic in finance is down 7.4% year over year.
• Zero-click behavior is rising as AI summaries answer questions without a site visit.
• At the same time, AI referrals to the top 1,000 sites surged 357% in the last year.
• Those referrals are worth more: AI-driven visitors are 4.4x more valuable than traditional organic visitors, with ChatGPT converting at ~15.9%, Perplexity at 10.5%, Claude at 5%, Gemini at 3% — compared to Google’s 1.8%.

“SEO no longer guarantees visibility,” said Greg Matusky, Founder and CEO of Gregory FCA. “AI search decides who gets found. The Gregory Influence Engine gives financial firms the intelligence and roadmap they need to appear in those results.”

How the Gregory Influence Engine Works

The platform combines AI technology with Gregory FCA’s deep financial services expertise:

1. Prompt Mapping — Identify up to 100 prompts across seven AI platforms that matter most to prospects.
   
   
2. Daily Monitoring — Track which sources and exact pages AI engines are citing, and how those results shift over time.
   
   
3. Expert Analysis — In-house analysts with decades of financial services experience interpret the data, separating signal from noise.
   
   
4. Actionable Campaigns — Findings inform off-page and on-page strategies to dramatically increase the probability of being mentioned and cited in AI answers.
   
   
5. Ongoing Optimization — Gregory FCA account teams continually use results to optimize the campaign and provide a new set of KPIs to track campaign success.

Succeeding in AI search is radically different from most SEO strategies. Traditional search relies on keywords, backlinks, and rankings. In AI search, the prompt defines the results, and the sources engines trust dictate visibility.

Complicating matters is the inherent inconsistency of AI outputs. AI platforms synthesize sources and deliver a customized answer that can change with every search. A strong brand and PR program are just as important as optimizing your content to appear in AI answers.

But monitoring across multiple engines and interpreting those signals requires a dedicated team with integrated expertise across PR and messaging, content creation, digital marketing, and AI. Gregory FCA brings together all of those disciplines along with a deep specialization in financial services.

“Gregory Influence Engine gives our clients a competitive edge,” said Joe Anthony, President of Gregory FCA. “By revealing which sources matter and how engines make decisions, we turn uncertainty into strategy — and strategy into visibility.

Our research into how AI search is reshaping financial services is uncovering intelligence no one else can see. We now understand how machines assign trust and elevate brands. Each day, we run more than 2,000 prompts against financial firms, and the results are startling — they overturn decades of conventional marketing wisdom. The Gregory Influence Engine translates those insights into clear actions any financial brand can take to strengthen its presence and ensure it is found in the new era of AI search.”

Sign up now for a free customized demo.

About Gregory FCA

Gregory FCA is the nation’s 38th largest public relations firm and the 7th largest strategic financial communications firm. The agency partners with leading institutions, RIAs, fintechs, and financial brands to deliver measurable business results through communications.