How presenzia.ai works
From your free score to a full AI visibility strategy, built exclusively for UK wealth managers and IFAs.
Tell us about your firm
Your firm name, website, specialties, and the type of clients you serve. The more you share, the more accurate your results. Takes under a minute.
We run the audit
Our engine tests 120+ wealth-specific prompts across ChatGPT, Claude, Perplexity, and Google AI. We record exactly where your firm appears, where it doesn't, and which competitors are being recommended instead.
You receive your results
A clear, detailed audit delivered instantly via your online dashboard and downloadable PDF. Includes your visibility score, competitor analysis, platform-by-platform breakdowns, and a personalised action plan.
Track, improve, repeat
Growth retainer clients get weekly re-audits, a live dashboard, AI audit assistant, and competitor alerts. Premium adds daily monitoring, a dedicated strategist, monthly strategy calls, and done-for-you content.
A representative example of our AI audit
A sample audit based on real AI search queries — the same prompts your prospective clients are using right now.
Real IFA firms. Real results.
I had no idea my competitors were showing up on ChatGPT and I wasn't. Within 6 weeks of implementing presenzia's recommendations, three new clients mentioned finding us through AI search.
The audit showed us exactly why our main competitor was being recommended by every AI platform. The action plan was specific enough that our marketing team could implement it the same week.
We've spent thousands on Google Ads and VouchedFor listings. This is the first service that's shown us the next frontier. Every IFA needs to see their AI visibility score.
Start with a free score. Go deeper when you're ready.
Common questions
Everything you need to know before getting started.
Still have questions? Email us at hello@presenzia.ai
Find out if your competitors are already ahead of you.
Get my free visibility score →AI visibility research and strategy
Data-driven insights on how AI platforms recommend financial advisers, and what your firm can do about it.
We Tested 149 UK IFA Firms on ChatGPT. 79% Were Invisible.
We asked GPT-4o to recommend financial advisers across 10 UK regions. Of 149 real IFA firms, only 32 were ever mentioned. Here's the full breakdown by region.
What Makes AI Recommend One Financial Adviser Over Another?
AI platforms don't recommend financial advisers randomly. There are specific signals that determine which firms appear. Here's what actually matters and how to build it.
The AI Visibility Checklist: 15 Things Every UK Financial Adviser Should Fix This Month
A practical, step-by-step checklist of the 15 highest-impact actions IFAs can take right now to improve how ChatGPT, Perplexity, and other AI tools recommend their firm.
GEO vs SEO: Why Google Rankings Are No Longer Enough for Financial Advisers
There's less than 30% overlap between Google's top results and AI-generated answers for financial queries. A new discipline called GEO is emerging, and most advisers haven't heard of it.