Financial services
Project Monogram
A wealth manager that needed to signal trust, now visible where high-net-worth clients research.
- advisor enquiries
- +77%
- mentions in AI answers
- 3.2×
- engagement
- 9 mo
Sample results for layout. Replace with verified, client-approved numbers.
The brief
Monogram competed with household names. Its advisors were respected but invisible online, and compliance limited what could be published.
What we did
- Built author pages and credentials for every advisor to strengthen expertise signals.
- Published compliant, research-led articles on the questions clients ask.
- Earned coverage in the financial press AI engines draw on.
The outcome
Advisor enquiries grew by three quarters and the firm now appears in AI answers about local wealth managers.
The result, in motion
What the client sees in their dashboard and in search today.
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