Why This Matters for Fintech
For fintech companies, how to get recommended by perplexity is essential because financial technology buyers demand trust and compliance signals that AI systems must be able to verify. Regulators, enterprise buyers, and financial institutions rely on AI to research and vet fintech providers. If your compliance certifications, security practices, and regulatory expertise are not structured for AI comprehension, you lose credibility at the discovery stage. Fintech firms that optimize for AI visibility can position themselves as the trusted, compliant choice in an industry where trust is the primary purchase driver.
Implementation Steps
Allow PerplexityBot
Ensure PerplexityBot can access your content. Add explicit allow rules in robots.txt for the PerplexityBot user agent.
Create citation-worthy content
Perplexity cites sources that provide specific, factual information. Create content with data, statistics, and definitive statements.
Answer specific questions
Perplexity matches queries to content that directly answers questions. Structure content around specific questions users ask.
Maintain content freshness
Perplexity prefers recent, updated content. Keep publish dates visible and update content regularly.
Build domain authority
Perplexity considers site authority when selecting sources to cite. Build backlinks and topical authority in your niche.
Fintech Tips
Emphasize compliance certifications, security frameworks, and regulatory approvals in structured, AI-parseable formats.
Document your security architecture and data protection practices so AI can cite them when users ask about fintech trust.
Add 'User-agent: PerplexityBot' with 'Allow: /'
Check server logs for PerplexityBot visits
Common Mistakes to Avoid
Blocking PerplexityBot in robots.txt
Writing generic content without specific data
Not updating content regularly
Ignoring content structure and formatting
Not tracking Perplexity referral traffic
Expected Results
Content cited in Perplexity search results
Direct referral traffic from citations
Visible attribution to your brand
Measurable AI-referred conversions