AI Entity Graph Building for Financial Knowledge Panels
Executive summary
Entity graphs let AI and search understand who you are, what you offer, and who is connected to you. Financial brands need complete, accurate nodes with governance.
Build the graph
- Entities: legal entity, products, executives, advisors, branches, and major partners.
- Attributes: addresses, licenses, regulators, leadership titles, launch dates.
- Relationships: parent and subsidiary links, advisor to office, product to regulator.
- Sources: official site, regulator listings, LinkedIn, Crunchbase, app stores.
Entity types essential for financial services
Map all entities that affect your digital presence:
Organization entities:
| Entity Type | Attributes | Relationships |
|---|---|---|
| Parent company | Legal name, HQ address, founding date | Owns subsidiaries |
| Operating subsidiaries | DBA names, service areas | Part of parent |
| Licensed entities | License numbers, regulators | Operates under |
| Foreign branches | Local addresses, local licenses | Extension of |
Person entities:
| Role | Required Attributes | Relationships |
|---|---|---|
| Executives | Title, credentials, photo, bio | Works for, Reports to |
| Registered reps | License numbers, CRD | Registered with |
| Advisory team | Credentials, specialties | Advises clients |
| Board members | Role, tenure, other boards | Oversees |
Product/Service entities:
| Category | Attributes | Relationships |
|---|---|---|
| Investment products | Ticker, CUSIP, prospectus link | Offered by, Regulated by |
| Banking products | Features, fees, rates | Provided by |
| Insurance products | Coverage types, states | Underwritten by |
| Advisory services | Fee structure, minimums | Delivered by |
Building entity consistency across platforms
Entity conflicts create knowledge graph confusion:
Common conflict sources:
- LinkedIn shows old title, website shows new title
- App store uses DBA name, legal filings use legal name
- Wikipedia article has outdated founding date
- Crunchbase lists old headquarters address
Resolution workflow:
- Create master entity database with authoritative values
- Audit all properties (social, directories, review sites)
- Update inconsistencies systematically
- Monitor for drift monthly
Wikipedia and Wikidata strategy
Wikipedia and Wikidata feed knowledge panels directly:
Wikipedia approach (indirect control):
- You cannot write your own Wikipedia article (conflict of interest)
- You can suggest corrections to factual errors via Talk pages
- Provide journalists/academics with accurate information they can cite
- Maintain robust public information they can reference
Wikidata approach (more direct):
- Create Wikidata item for your organization if notable
- Add structured properties: founding date, headquarters, CEO, website
- Link to authoritative sources (SEC filings, regulatory databases)
- Connect to related entities (subsidiaries, parent company)
Properties to claim on Wikidata:
- P31 (instance of): financial services company, bank, etc.
- P154 (logo image): Your current logo
- P159 (headquarters location): Current HQ
- P169 (CEO): Current CEO
- P355 (subsidiaries): All subsidiary companies
- P1687 (Wikidata property): Link to regulatory IDs
Case study: Asset manager fixes knowledge panel errors
A $50B asset manager had persistent knowledge panel issues:
Problems identified:
- Knowledge panel showed former CEO (retired 2 years prior)
- Headquarters showed old address (moved 18 months ago)
- Founding date conflicted between Wikipedia and official site
- Missing subsidiary connections
Resolution actions:
- Updated official website with clear, schema-marked leadership data
- Corrected Wikidata item with current CEO, address, and sources
- Submitted Talk page request on Wikipedia with SEC filing source
- Added subsidiary connections in Organization schema
Results (3 months):
- Knowledge panel updated to current CEO
- Address corrected across Google properties
- Wikipedia article updated by editor using provided sources
- Rich results now show correct organizational structure
Publish and sync
- Use Organization, Person, Product, and Service schema where relevant.
- Keep sameAs links consistent across social, app stores, and directories.
- Submit structured data and ensure on-page text matches the graph facts.
Governance
- Maintain a changelog: what changed, when, who approved, and source link.
- Audit quarterly for stale roles, merged entities, and discontinued products.
- Align knowledge panels, app listings, and pressroom bios to avoid conflicts.
Metrics
- Knowledge panel accuracy and update speed after changes.
- Rich result eligibility for branded queries.
- Error and warning rates in structured data reports.
Fast wins
- Map your top entities and publish Organization and Person schema with sameAs links.
- Standardize executive bios and titles across all properties.
- Remove or update any conflicting pages about old leadership or products.
Sources and references
- Schema.org Organization Markup
- Schema.org Person Markup
- Google Knowledge Panel Documentation
- Google Structured Data Guidelines
Conclusion
Entity graphs are the foundation of AI-era visibility. Financial brands that maintain accurate, well-governed entity data across all touchpoints will dominate knowledge panels and AI responses. Start with your core entities and build out systematically.
Ready to build your entity graph? Contact Renovoice for AI optimization expertise that puts your brand in knowledge panels.