TECHNOLOGY & INNOVATION

Tech-Empowered Outcomes

At Vested, technology is integral to everything we do. We build tools, consistently test them, and apply AI where it meaningfully enhances outcomes for financial brands and the teams that serve them.

OUR HOUSE VIEW

We use AI to enhance human creativity and judgement, and leverage it to free up time and head space so our people can focus on strategy, storytelling, and trusted client counsel.

Binna Kim

Group CEO, Vested

OUR APPROACH

Technology in Service of Better Outcomes

We see AI as an advanced suite of tools and platforms — not a silver bullet. Vested uses technology where it measurably improves the work to sharpen strategy, automate workflows, ensure consistency, and drive business outcomes for our clients.

Built for financial services

Every tool we use, workflow we build, and AI application we deploy is designed to handle the rigors of financial services while delivering results for the biggest brands in the game.

We lead, not adopt

Qwoted is our proprietary platform connecting business journalists with expert sources used by financial media professionals globally. VestTech is our internal AI incubator. We're building the future of financial marcomms.

Humans at the center, empowered by AI

AI accelerates our thinking, but doesn't replace it. Strategy, storytelling, and trusted client counsel remain in the hands of our people. Every AI output has a human in the loop.

Tested before deployed

VestTech has evaluated more than 50 AI platforms. We don't recommend tools we haven't tested. When something doesn't deliver, we say so — that's how we've built trust with the largest financial brands.

Governed for regulated industries

From strict data governance to rigorous compliance standards, our policies are reviewed regularly and built to meet the demands of the financial services industry.

Vesttech

AI Strategy in Action

Vested has made a deliberate, firm-wide investment in AI and emerging technology through VestTech. Here’s how that investment shows up in the work.

50+ AI platforms evaluated

85% Team using AI daily

2/3 Team report meaningful time savings

Organizational Readiness

We’ve invested in building AI fluency from the inside out, including launching what we believe is the first AI training program purpose-built for financial services marcomms professionals, developed in partnership with Boston University’s Questrom School of Business.

Strategic Growth

We’ve developed new AI-enabled client offerings, including Answer Engine Optimization (AEO), making content visible to AI systems, not just traditional search engines. In one recent audit across 2,400 web pages, we found 58% of a client’s content was invisible to AI.

AI-Driven Marketing

From media planning and creative production to marketing automation and performance optimization, Vested deploys AI across the full marketing mix — improving targeting precision, accelerating creative workflows, and driving measurable outcomes.

Operational Impact

Two-thirds of our team members have reported meaningful time savings. 85% have integrated AI tools into their daily workflows, and 81% have recommended AI tools to colleagues unprompted.

Research & Innovation

We run structured pilots to pressure-test emerging tools before recommending them to clients. We are currently deploying Anthropic’s Claude agency-wide, enabling teams to automate workflows from daily news monitoring to content creation.

AI Consulting Services

Beyond our own practice, we help clients build theirs. From hands-on training and workflow automation to platform consultation, strategy development, and custom application builds, we work with organizations to put AI to work in ways that are practical, compliant, and built for financial services.

OUR TECHNOLOGY ECOSYSTEM

Built, Partnered, and Proven

Vested operates at the intersection of proprietary technology and best-in-class partnerships — giving clients access to tools that have been evaluated, tested, and deployed in real financial services contexts.

AEO Program

Our proprietary Answer Engine Optimization program built specifically for financial services brands — structured from a one-time diagnostic to ongoing thought leadership.

Scrunch AI

AI search monitoring, analysis, and optimization across ChatGPT, Perplexity, Google AI search, and more, enabling Vested to track how financial brands appear in generative AI answers.

Signal AI

LLM-assisted analysis powering Vested’s monitoring stack — tracking sentiment, share-of-voice, and narrative-shift detection across client and industry conversations.

Qwoted

A proprietary platform connecting business journalists with expert sources — used by financial media professionals globally. Two patents filed. Proof that Vested builds, not just uses, technology.

Fintel Connect

A growth marketing platform built for the financial industry, enabling compliant, data-driven affiliate and partner marketing programs for banks, fintechs, and financial institutions.

HubSpot

Vested is a certified HubSpot Solutions Partner, expanding integrated marketing, sales, and client engagement capabilities for financial institutions and investment firms.

Ahrefs

Enterprise-grade SEO and content intelligence used alongside our AEO program to ensure clients maintain strong visibility across both traditional and AI-driven search surfaces.

StackAdapt

Programmatic advertising platform applied to AI-optimized media planning — improving targeting precision and campaign performance for financial services marketers.

DATA & PRIVACY

The Governance Standard Financial Services Deserves

Working with financial brands means working with sensitive information. Our AI governance approach is built to meet the expectations of the most regulated operating environments.

Client-specific AI protocols

For clients with heightened sensitivity or regulated obligations, we adapt our workflows and can execute AI-specific contractual clauses. We’ve already done this with several clients.

Regular policy reviews

Our AI usage policies are reviewed regularly as the technology and regulatory landscape evolves. Staff are trained on what’s appropriate, and those lines move with the industry.

Human review on all outputs

We believe AI works best when there is human ideation on the front end and human review on the back end. That’s why every output gets a team member’s eyes before it goes anywhere.

OUR COMMITMENT

Want to See What This Looks Like in Practice?

Whether you’re starting with an AI search audit, exploring how AEO applies to your brand, or want to understand how Vested’s technology capabilities could strengthen your communications program, let’s talk.

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