Inserviss Labs
AI visibility for private banking & wealth management

Your clients already asked AI about you.
It got the answer wrong.

Opportunities your agents found
Ranked by how fast you can win them
"Best private bank for a $50M liquidity event in Zurich"
Nobody cited yet · ~180 asks/month · you're well positioned
Approve fix
"Is [Firm] fiduciary"
High value · answer is currently vague · winnable in ~2 weeks
Approve fix
"Top wealth manager for a cross-border family office"
Nobody cited yet · ~95 asks/month · exactly your specialty
Approve fix
"[Firm] fee schedule" — a third-party aggregator has the wrong number
ChatGPT, Gemini, and Copilot now repeat it identically
Refresh now
"Who leads UHNW advisory at [Firm]" — cited, but names someone who left
Perplexity still names your departed banker · your bio needs updating
Fix wording

This is what a firm like yours sees, once you’re being tracked

Confidential — reviewed by your compliance team before anything goes public

What the engines already show

D or lower
average AI-visibility score for boutique wealth firms²
0%
hallucination rate on Perplexity’s financial citations³
0.00%
of financial-services traffic already arrives via AI referral⁴

Already happening

Three conversations your relationship managers don’t know they’re having

Boutique and mid-size firms are scoring a D or lower across every major engine — while Schwab and Fidelity get repeated by default.

The Departed Banker

A prospect asks Perplexity who leads UHNW advisory at your firm. It names someone who left eighteen months ago.

The Invisible Shortlist

A family office runs a custodian comparison through Microsoft Copilot before a $50M liquidity event. Your firm's footprint is too thin to surface.

The Borrowed Fee Schedule

A third-party aggregator mis-cites your fees. ChatGPT, Gemini, and Copilot now repeat the same wrong number, identically.

The method

Scout, Maker, and Anchor — one system, three jobs

66% of high-net-worth clients have already asked an AI engine for financial guidance, and 85% acted on it.¹ Inserviss finds out what ChatGPT, Copilot, Gemini, Claude, and Perplexity are telling your prospects — and fixes it.

Scout · 20%Maker · 40%Anchor · 40%

Scout

Weekly share-of-voice, sentiment, and fact-accuracy tracking across ChatGPT, Copilot, Gemini, Claude, and Perplexity.

Catches the departed banker before a prospect does.

Maker

Answer-first content, full schema markup, server-side rendering, and a maintained llms.txt — the on-domain fix.

Replaces a gated fee PDF with a cited FAQ page.

Anchor

Wikidata entity build-out, third-party listicles, and considered UGC presence — off-domain placement.

Gives a $6B family office a Wikidata entry it never had. In B2B categories, 61%+ of citations go to third parties, not your own site.⁶

What Scout actually tracks

Real buyer questions, sampled against every engine

“best private bank for a $50M liquidity event in Zurich”“is [Firm] fiduciary”“top wealth manager for a cross-border family office”
Scout — AI Visibility ReportSample data, illustrative
ClaudeB−
PerplexityC+
ChatGPTC
GeminiC−
CopilotD+

Illustrative sample report — grades reflect published 2026 engine benchmarks, not a specific firm.⁷

What Maker fixes, what Anchor builds

On-domain and off-domain, tracked the same way

Maker — Citable Page AuditSample data
Schema markupMissingLive
Fee scheduleGated PDFPublic
Leadership biosStaleCurrent
RenderingClient-onlyServer-rendered
llms.txtMissingLive
Anchor — Off-Domain CoverageSample data
Wikidata & Wikipedia0 entities1
Press & league tables3 unlinked12
Reddit & forums0 mentions6
Review & credential sitesSparseActive

Off-domain carries more weight here: B2B categories earn 61%+ of citations from third parties, not the firm’s own page.⁶ Illustrative sample audits — not a specific firm’s actual data.

Platform coverage

Built for where your buyers actually work

01Microsoft CopilotWhere family offices run custodian comparisons — inside Outlook, Teams, and Excel.
02Google AI & GeminiThe default first stop for prospect research, and where aggregators currently win.
03ChatGPTWhere clients quietly research an inheritance or liquidity event before calling you.
04Anthropic / ClaudeIncreasingly the engine behind internal copilots used in institutional due diligence.
05PerplexityFavored by source-checking HNW individuals — and, at 37% hallucination, the riskiest to get wrong.³

Compliance isn’t a caveat here. It’s the workflow — every claim carries a review trail aligned to SEC, FINRA, and FINMA expectations.

01 Draft
Prepared by Maker & Anchor
02 Review
Your existing compliance process
03 Publish
With a timestamped audit trail
04 Monitor
Scout tracks it everywhere

Illustrative result⁵

DB+

A $6B AUM multi-family office, four months, five engines — no new marketing claims, just correcting what already existed.

Anonymized, aggregated illustrative example.

FAQ

Questions compliance asks first

See what AI is already saying about your firm

One diagnostic, five engines, a compliance-ready read of exactly where you stand.