InfuseOS helps financial advisors, wealth managers, CPA firms, mortgage brokers, and insurance agencies get cited in ChatGPT, Claude, Gemini, and Perplexity AI answers
InfuseOS tracks where your firm appears across every major AI engine, shows exactly which competing advisors, accountants, and brokers are winning high-stakes searches in your market, and deploys agents to close every gap.
Backed by the world's leading technology programs.
See exactly which client searches cite your firm — and which don't.
InfuseOS runs your tracked financial prompts across every AI engine daily. You see your citation rate per search, per platform, and per competitor — in one place.
Tracked client search prompts
Your firm · cited = green · missing = red
“best financial advisor in Austin”
High intent
“top CPA firm for small business taxes Chicago”
High intent
“mortgage broker for first time home buyer Denver”
High intent
“best insurance agency for life insurance Dallas”
High intent
“recommended tax preparation firm near me Seattle”
High intent
Citation coverage by AI engine
Your firm vs. top-cited competitor per platform
Leading competitor: Merrill Lynch Advisors
Top cited: Your Firm
Leading competitor: Edward Jones
Leading competitor: Local Tax Partners
Trust is won before a client ever calls you.
Every AI engine that recommends a competitor instead of your firm is a client who never reaches out. InfuseOS shows you where you're missing — and deploys agents to fix it.
Every specialty. Every market. Every AI engine.
InfuseOS tracks AI citation rates for the high-stakes searches clients use to find financial professionals — mapped to your specialty so you know exactly where to act.
Financial Advisors & Wealth Managers
When someone faces a major financial decision, they ask AI who to trust first. InfuseOS tracks where your advisory practice appears across every AI engine and deploys agents to close the gaps before a competitor earns that client.
Mortgage Brokers & Loan Officers
Homebuyers research mortgage brokers on AI before making a single call. InfuseOS monitors your citation rate for purchase and refinance searches and ensures your name comes up when it matters most.
CPA Firms & Accounting Practices
Small business owners and high earners ask AI which accountant to hire. Track how often your firm appears in those answers — and deploy content agents to increase it across every platform.
Insurance Agencies & Tax Firms
Insurance and tax decisions drive high-value, long-term client relationships. InfuseOS tracks your AI citation rate for high-intent searches and produces GEO-optimized content that earns more recommendations.
Built for the era when clients research trust on AI before calling anyone.
Financial services marketing was built for referrals and Google. InfuseOS is built for the moment a prospective client asks ChatGPT which financial advisor to trust.
Without InfuseOS
Flying blindWith InfuseOS
Always visibleFind out who AI recommends instead of your firm.
InfuseOS runs your first citation audit across ChatGPT, Claude, Gemini, and Perplexity and shows exactly where competing advisors, accountants, and brokers are being recommended instead of you — by specialty, by market, and by AI engine.