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SaaS: Financial services

Best SEO and GEO agency
for financial services companies.

People ask Google and AI which account, card, loan or platform to choose. Passionfruit helps financial companies outrank the generic comparison lists with specific, current, compliance-approved answers, and become the source AI cites instead.

Money searches reward the most specific answer

  1. Generic lists are beatable

    Affiliate “best of” lists cover every provider in a few lines each. A buyer asking about checking for an LLC, or a card for a seed-stage startup, gets a better answer from a provider that explains exactly that.

  2. Rates and terms change weekly

    APYs, APRs and fees move with the market. Engines that quote an outdated rate send buyers away, or invite a complaint.

  3. Every word passes compliance

    Marketing copy in financial services is reviewed against specific rules. A search program that ignores that review never gets published.

What people ask before they open an account

Financial prompts are specific about money: rates, fees, eligibility and safety. These are the kinds we track across ChatGPT, Gemini, Perplexity and Google AI Overviews.

  • Best business checking account with no monthly fee for an LLC
  • Is my money FDIC insured with this fintech app?
  • Which robo-advisor has the lowest fees for a Roth IRA?
  • Best accounts payable software that syncs with NetSuite
  • Personal loan for debt consolidation with fair credit
  • Brex vs. Ramp vs. a traditional corporate card for a seed-stage startup

The listings you are up against, and how we beat them

Four kinds of finance listings compete for the searches and AI answers you want. Each has a weak spot we build against.

NerdWallet, Bankrate and Forbes Advisor lists

Their gap
Built to cover every provider that pays into an affiliate program, so each one gets a short paragraph and the same handful of criteria.
Your opening
We build pages for the exact segments and situations you serve, with current rates, fees and eligibility in detail, so they outrank the list for those queries and become the page AI quotes.

Investopedia and definition publishers

Their gap
Strong on “what is APY”, thin on what it means for a specific account.
Your opening
Our explainers answer the definition and then the decision that follows, with your product as the worked example, which is the answer engines prefer to cite.

Chase, Fidelity and other big-brand pages

Their gap
Broad pages written for every customer at once.
Your opening
We take the segments they treat generically, such as specific business types, fee structures and use cases, and make your pages the most complete answer for each one.

Incumbent fintech comparison pages

Their gap
Rivals publish one-sided “us vs. them” pages about you.
Your opening
We publish fair, sourced comparisons for every matchup that matters, so buyers and engines get your side with the evidence to back it.

See who AI recommends instead of you.

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The sources AI checks on financial questions

For money questions, engines prefer sources with editorial standards and visible expertise. These are the ones we see cited most.

  1. r/personalfinance and r/smallbusiness

    Threads asking which bank, card or tool to use are cited often. We monitor them and correct inaccurate claims about your product through disclosed participation where community rules allow it.

  2. Comparison and review publishers

    We keep the product facts these publishers use, such as rates, fees and eligibility, accurate and easy to verify, through your partnerships team.

  3. Government and regulator sites

    Engines cite FDIC, CFPB, IRS and SEC pages for definitions and safety questions. Your pages link to them where relevant and stay consistent with what they say.

  4. G2 and Capterra

    For accounts payable, payroll, spend and treasury software, category grids shape the shortlist. We work on category placement and recent reviews.

  5. Your rates and disclosures pages

    Engines quote rates and fees from the page that states them most clearly. We structure those pages so the current figures, with required disclosures, are the ones that get cited.

Search problems specific to financial services

Three issues that make finance harder than most categories.

  1. 01Affiliate lists cover everyone thinly

    Head terms like “best savings account” return lists written to cover many providers in little depth. We take the segment queries first, build topical authority from them, then go after the head term and the AI citation with pages that answer more than the list can.

  2. 02Outdated rates get quoted

    AI answers can quote last quarter’s APY or a fee you removed. We keep rate and fee pages current and dated, mark them up for search, and check what each engine quotes after every change.

  3. 03Expertise has to be visible

    Finance is held to the strictest “your money or your life” standard. Content carries named authors and reviewers with relevant credentials, sources, and update dates, which engines and buyers both look for.

Find out which of these is costing you most.

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The rules your content is reviewed against

Which rules apply depends on what you offer and how you are licensed. Your compliance team decides; we prepare content so their review is quick.

FINRA Rule 2210
Governs communications with the public by broker-dealers, including fair and balanced presentation and principal approval for many retail communications.
SEC Marketing Rule
Rule 206(4)-1 under the Investment Advisers Act sets conditions on investment adviser advertising, including testimonials, endorsements and performance figures.
Truth in Savings (Regulation DD)
Sets how deposit account terms such as APY are advertised and disclosed.
Truth in Lending (Regulation Z)
Requires additional disclosures when credit advertising uses certain terms, such as a payment amount or rate.
UDAAP
Prohibits unfair, deceptive or abusive acts or practices in consumer financial products, which the CFPB applies to marketing claims.
Deposit insurance claims
FDIC rules limit how deposit insurance can be described, which matters for fintechs that offer accounts through partner banks.

The full program, tuned for financial companies

In finance every vertical has to beat a comparison list and pass a compliance review, and each one below is built for both.

Credentialed explainers that answer the definition and then the decision, such as what APY means for a specific account type, with named authors, reviewers and review dates. Drafts arrive with claims sourced and figures dated so your compliance team can approve them quickly.

More on Content

Why Passionfruit for financial services

Financial search rewards depth, and the comparison lists rarely have it: they cover dozens of providers in a paragraph each. We work with financial companies to beat those lists one segment at a time, with pages specific enough to outrank them and accurate enough to pass compliance.

Our platform runs the account, card, loan and software prompts your buyers ask across every major engine, and records the rates and fees each answer quotes. When an engine cites an outdated APY or a fee you removed, it shows up as a task, not a surprise.

Drafts are prepared for your compliance review, with sources and dates in place, and nothing goes live without your approval. Results are reported in applications, funded accounts and pipeline, not just traffic.

What we measure

  • Applications, funded accounts and demos from organic and AI search
  • Rates and fees quoted by each AI engine, checked against your current figures
  • Rankings against NerdWallet, Bankrate and Forbes Advisor on your segment queries
  • Presence in AI answers to “best account for” prompts in your segments
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Questions

Can we rank against NerdWallet for “best business checking account”?

Yes, with a plan. We start with the narrower queries where a list cannot match your detail, such as business checking for a specific industry or with a specific feature, and win those first. That authority, plus a page that answers the head term better than the list, is how you take the ranking and the AI citation.

How do you keep AI answers from quoting old rates?

We keep rate and fee pages current and dated, mark them up for search, and check what each engine quotes after a change. Engines that browse pick up the new figures first; others follow as their sources update.

Do you work with registered investment advisers and broker-dealers?

Yes. Content is prepared with the SEC Marketing Rule or FINRA Rule 2210 in mind, and your compliance team makes the final call on what applies.

We are a fintech with a partner bank. How should we describe FDIC insurance?

Exactly as your bank partner and counsel approve. Engines often get this wrong, so we track how they describe it and make sure your own pages state it clearly and consistently.

More SaaS and B2B segments

Get found and chosen in AI answers.

Book a call and we will show you where Google and AI answers leave you out today, and what we would ship first to get you in.