Inserviss LabsWhat you’ll see
AI Customer Acquisition Workflow
Opportunities, overnight work, reach, mandates influenced — one live view.
Confidential — reviewed by your compliance team before anything goes public
Your AI Visibility Score
One number. Every engine. Never blended.
0–100 for whether AI recommends your firm and gets the facts right — Copilot weighted highest, because it reaches prospects inside the tools they already work in. Toggle three months forward.
Illustrative — a sample firm
AI rarely names this firm — and when it does, the details are often out of date. Prospects are hearing about competitors instead.
Knowledge graph
The asset that compounds
Every month, AI verifies more facts about your firm — leadership, mandates, fees, entities — and they stay. A competitor starting today is months behind.
A sample of the graph. Scout verifies the facts, Maker publishes the answers, Anchor places them off-domain — and it only ever grows. Illustrative figures.
Monthly report
One report. Every month.
Your score and its trend, citations by engine, where you stand against rivals, what the agents did, and what needs your review.
Illustrative sample — not a real client’s data.
Belmont now appears in roughly one in three AI answers about Zürich private banking — a month ago it appeared in almost none. On the fee and fiduciary questions, a rival still answers in your place.
The graph is yours and it compounds. Every month it holds more verified facts about your firm — leadership, mandates, fee structure, entities — so answers get harder to get wrong and harder for anyone else to replicate. Stop, and it stops growing; stay, and each month starts further ahead than the last.
What’s next
Get understood by AI, not just seen
Visibility tells AI your firm exists. The next step is making what you actually offer — mandate types, minimums, eligibility, format — legible to AI systems the same way it’s legible to a relationship manager today. We structure it once, alongside your knowledge graph; it compounds the same way.
Illustrative structure — not a real client’s data.
This is the same structuring work behind your citable pages and monthly report — made explicit, so it’s ready as AI-assisted buying moves from recommending firms to comparing what they actually offer.
AI Market Intelligence
Swiss Private Banking in AI Answers
48 buyer questions, 23 public banks, 3 engines. See the divergence by engine, and the one question cluster none of them own.
Read the study →Boutique Wealth Management in AI Answers
100 buyer questions, 18 independent & boutique firms, 3 engines. Most of the category is unclaimed — 79 of 100 questions get no named firm at all.
Read the study →U.S. Wealth Management in AI Answers
99 buyer questions, 20 wirehouses, private banks & independent RIAs, 3 engines. The U.S. companion study — same method, much bigger market.
Read the study →Family Offices & Multi-Family Offices in AI Answers
100 buyer questions, 20 firms, 3 engines. Global — the US, UK/Europe and Switzerland, since family offices are inherently cross-border.
Read the study →FAQ
The detail, if you want it
See what AI is already telling your prospects
One diagnostic, six engines, compliance-ready. Free.
Confidential — reviewed by your compliance team before anything goes public