Northgate Financial Advisors
Becoming the Answer AI Assistants Recommend
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0%
Of tracked prompts now return a brand mention
0.0x
Increase in AI assistant citations
0%
Of new enquiries citing an AI tool as source
0%
Growth in branded search volume
What we walked into
Northgate ranked well organically but were invisible inside AI answers. A baseline across 40 priority prompts on ChatGPT, Perplexity, Gemini and Copilot returned zero brand mentions, while two national competitors appeared in over half.
What we actually did
- 1
Established a tracked prompt set and recorded baseline citation share against named competitors.
- 2
Cleaned up entity definition across the site, business profiles, Wikidata and financial industry databases so machines could resolve the firm consistently.
- 3
Implemented and validated nested Organization, Service, FAQ and Article schema reflecting actual page content.
- 4
Restructured content into definition-first sections with question-shaped headings, extractable summaries and cited claims.
“A prospect told us ChatGPT recommended three firms and we were one of them. Six months earlier we were not in that conversation at all.”
Engagement details
- Client
- Northgate Financial Advisors
- Industry
- Finance
- Location
- Houston, TX
- Duration
- 7 months
- Year
- 2026
Services used
Stack
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