The Challenge
Wealthsimple helps Canadians save, spend, trade, and invest through one financial platform. Its website held detailed product pages, financial guides, support content, and educational resources.
As more people started asking AI about investing, taxes, trading, chequing accounts, and financial planning, Wealthsimple saw a new acquisition opportunity.
Its content performed well across traditional search, yet ChatGPT did not always connect Wealthsimple with high intent financial questions. Key information appeared across separate product, support, and educational pages. AI systems struggled to understand which pages offered the strongest answer.
Wealthsimple needed a clearer content structure designed around how people ask questions inside AI platforms.
How Alskly Helped
AI Visibility Audit
Alskly reviewed how Wealthsimple appeared across major AI search experiences. The audit covered branded searches, product comparisons, investing questions, banking topics, tax questions, and high intent financial recommendations.
The review identified missing citations, unclear product relationships, weak answer formats, and topics where competing brands received stronger visibility.
Content Restructuring
Alskly reorganized priority content around direct customer questions.
Long explanations became clear answers. Product benefits appeared earlier on each page. Important details such as fees, eligibility, features, limitations, and comparisons became easier for AI systems to extract and cite.
Product Clarity
Wealthsimple offers several connected financial products. Alskly strengthened the relationship between each product, customer need, and search topic.
This helped AI platforms understand when to recommend Wealthsimple for trading, investing, saving, spending, financial advice, and business finance.
Authority Signals
Alskly improved page structure, internal links, topic coverage, source references, and brand consistency.
These changes gave AI systems clearer evidence of Wealthsimple’s expertise and increased the chance of its content appearing inside direct financial answers.
AI Acquisition Paths
Alskly connected AI focused content with relevant product pages and signup journeys.
Visitors arriving from ChatGPT reached pages matching the original question, which created a smoother path from financial research to account creation.
The Results
388% AI Search Growth
Wealthsimple increased its presence across high intent AI searches and gained stronger visibility for important financial topics.
Stronger ChatGPT Discovery
More Wealthsimple content appeared when users researched financial products, compared providers, or asked for guidance.
Clearer Product Recommendations
AI platforms gained a stronger understanding of Wealthsimple’s products, audiences, and value. This improved how the brand appeared across recommendation based searches.
A New Acquisition Channel
ChatGPT moved from a small marketing experiment into one of Wealthsimple’s strongest acquisition channels.

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