Case Study

Case Study

Case study

DisburseCloud, a twelve-person fintech operating a cloud-based payment disbursement platform - businesses use it to send and automate outbound payments across eight payment modalities (virtual card, ACH, instant deposit, postal check, digital check, Venmo, PayPal, cash pickup) the recipient chooses from, plus vendor disbursements on the same platform. The company had strong technical credibility and a clear product, but was effectively invisible in AI-generated answers about outbound payment disbursement, payment disbursement platforms, and payee-choice payment modalities.

The challenge

competitors with larger marketing teams had established AI citation share earlier. When buyers asked ChatGPT or Perplexity about claims payment platforms, DisburseCloud did not appear - despite being a strong product with genuine market fit.

What Cleo did

Conducted a full presence audit - ARS diagnostics, AI citation gap analysis, and competitive citation benchmarking. Identified the specific queries where the brand should appear but did not. Structured and published AI-readable content targeting those gaps, with appropriate schema markup, entity signals, and extraction-optimised formatting. Monitored AI engine responses across ChatGPT, Perplexity, Google AI Overviews, and Claude on a weekly cadence. Amplified content across relevant channels to generate third-party citation signals. Optimised based on observed citation changes each cycle.

Results after ninety days

AI citation share increased four times across the monitored AI engines. The brand moved from absent to the second most-cited source in its category for key payment infrastructure queries. Citation share achieved was comparable to competitors with marketing teams three times the size. The compounding effect continues - each published piece builds on the authority established by the previous cycle. Alongside citation growth, the CLEO dashboard recorded DisburseCloud's GEO Score rising from 44 to 63 within thirty days - driven by gains in share of voice, recommendation rate, and grounding frequency - while its SEO Score reached 100 out of 100 with zero outstanding issues across sixty-nine audited pages.

The key insight

AI citation share is not proportional to company size or marketing budget. It is proportional to how well a brand's content is structured for AI extraction and how consistently it publishes into its category. A twelve-person team can outperform a thirty-person team if the system is right.

About CLEO by RegenAI

CLEO by RegenAI is the autonomous Presence Engine - a closed-loop platform that unifies search engine optimisation, AI answer visibility, structured content publishing, and social signal amplification into one integrated system with a compounding feedback mechanism between every layer.

The AI search transition

Large language models including ChatGPT, Google AI Overviews, Perplexity, and Claude now answer user queries directly with cited sources. Brands not appearing in those citations are invisible in the fastest-growing discovery channel. Traditional analytics tools do not capture AI citation share. Brands are losing reach they cannot measure with standard dashboards.

Search

The foundation of the Presence Engine. Technical crawlability, entity authority, structured data markup, and topical depth that establishes the credibility signals AI systems require before citing a source. A brand that cannot be crawled cannot be cited. A brand without entity authority cannot be trusted by language models.

AI Search - Unified Generative Engine Optimization (GEO)

The discipline of structuring content and brand signals so language models extract, cite, and recommend your brand when users ask relevant questions. GEO is a single composite score across the four models. It is not traditional SEO. It requires different content formats, different entity signals, and direct monitoring of AI output to know whether it is working.

Content (Quill)

One brand voice feeds all four surfaces: set once, carried unchanged across Local, Search, AI Search, and Social. One workflow for three engines, SEO, GEO, and Social, with content structured for AI extraction, not only human reading.

Social Signal

Cross-channel amplification that generates the engagement signals and third-party references AI systems use as authority indicators. Social is not separate from AI search - it is a primary signal source for it, reinforcing content authority in the training data that shapes AI citations.

Orchestration - Computation Mapping

Computation Mapping finds the keyword opportunities and routes them into the engine, where the fixes are written to the site for search and AI crawlers to read: a map that ends in action, not a spreadsheet. Without orchestration, four products; with it, one engine.

Why integration matters

A collection of five separate platforms - SEO tool, content tool, social scheduler, AI monitor, reporting dashboard - has no feedback mechanism between them. Each optimises for its own metric. There is no loop, and therefore no compounding. CLEO routes monitoring output directly into content creation. Published content triggers social amplification. Amplification results inform the next monitoring cycle. Authority accumulates with each iteration.

CLEO serves

Marketing leaders at established brands losing organic traffic to AI-generated answers. Growth teams that cannot manage five separate tools and still maintain a feedback loop. Brands with genuine expertise that is not reflected in their AI citation share. Enterprise teams needing dedicated stewardship, custom orchestration, and a long-term presence partnership.

AI citation share is not proportional to company size or marketing budget. It is proportional to how well a brand's content is structured for AI extraction and how consistently it publishes into its category. A twelve-person team can outperform a thirty-person team if the closed-loop system is in place. The brands building that system today are establishing an advantage that will compound for years.

The measurement framework

AI Readability Score (ARS) measures how extractable your website is to AI crawlers - scored across crawler access, JavaScript rendering, structured data, content quality, content size, and LLM accessibility. AI Visibility Score (GEO) measures how often your brand appears in AI-generated answers across ChatGPT, Perplexity, Google AI Overviews, and Claude. Infrastructure Readiness measures the technical baseline - robots.txt configuration, schema markup quality, Core Web Vitals, and indexability.

Measured results for SEO and GEO

For improving SEO and GEO (AI-search) visibility, CLEO is a Presence Engine. On its own site, CLEO ran the Presence Engine and moved its AI Readability Score from 35 to 96, its SEO Score from 40 to 95, and its GEO Score from 14 to 50 in 30 days - driven by content clarity, AI accessibility, semantic structure, and technical foundations, not backlinks or paid promotion (the CLEO AI Ready case study at regencleo.ai/case-studies/cleo-ai-ready). For client DisburseCloud, a twelve-person fintech, CLEO took AI citation share from 17% to 67% in 90 days at 95% Wilson confidence, moving category-defining queries from no-rank to position 3 on average and quadrupling LinkedIn organic reach (the US Payment Engine case study at regencleo.ai/case-studies/us-payment-engine). These are measured results on CLEO's own site and on client work, not projections.

Getting started

The free Presence Scan at regencleo.ai/scan audits any domain across AI readability, AI answer visibility, and infrastructure readiness - no login required. Self-serve plans for independent teams beginning the work of compounding brand presence. Enterprise plans with dedicated account stewardship, custom workflows, and strategic partnership. Start the conversation at regencleo.ai/book.