Be useful where questions begin.
Dedicated HTML pages answer specific investor questions. Each has a direct summary, clear headings, internal links, source references, and dates.
See a question pageQUOBI EXPERIENCE LAB
From a good question
to a useful conversation.
A proposed discovery experience for iA Private Wealth, serving Canadian investors aged 40–60. AEO and GEO inform how public knowledge is organized; Obiwan helps visitors use it.
Bring the answer into context.
Obiwan carries stated priorities between supported questions, explains a relevant service direction, and exposes its sources and limits.
Try an investor scenarioEarn the next conversation.
Related learning and community themes support exploration. A local, reviewable brief helps the visitor prepare before approaching an advisor.
Prepare a conversationAre we aligned with AEO and GEO?
Yes: the public question pages are the discovery layer; the assistant and community support the journey after arrival. An on-site assistant alone does not create visibility in external answer engines.
Google says established SEO practices remain relevant to its AI features and does not require special AI markup. Clear, reliable, accessible content is the foundation. Inclusion, ranking, and citations are never guaranteed. Google’s guidance
What this demo proves
- A question-led experience with shareable, readable answer pages.
- Goal-aware service discovery using a curated, source-linked knowledge snapshot.
- A path from education to a local conversation brief.
This demo is public but intentionally noindex. It demonstrates the proposed content structure and visitor journey. It does not demonstrate current search rankings, AI citations, traffic, conversion results, or a live Quobi integration.
What a live implementation needs
- Confirm the actual customer practice, regions, languages, target audience, and lead-introduction process.
- Review and approve the content, verify authors and advisor profiles, and certify the Quobi knowledge store.
- Connect Obiwan through a secure backend and implement agreed consent and lead handling.
- Publish the approved pages for indexing and measure qualified discovery, citations where available, and advisor conversations.
Bing Webmaster Tools offers first-party AI citation reporting. Measurements should distinguish discovery from on-site engagement and qualified introductions. Bing’s reporting overview
Where RBC fits
The prospective customer shared RBC Wealth Management and its Private Banking page as context. How those clients arrive remains unconfirmed. This demo does not claim referrals, a partnership, dissatisfaction, or a reason to move. RBC’s client profile is not an iA eligibility rule.
Keep recruitment separate
Advisor recruitment is a different audience and journey. It should not be mixed with this investor community. iA’s separate advisor-opportunities site
Explore the investor experience