Omaha Financial Technology Berkshire Hathaway FINRA/SEC SEO
Client: Investment analytics, Omaha ($6.4M ARR). Challenge: Zero Berkshire investment holding vocabulary. New VP Technology not finding. Programme: Berkshire Hathaway FINRA-compliant vocabulary + Mutual of Omaha insurance + NDPA-native + GEO/AEO Results (11 months): Page 1 for 10 Omaha financial tech queries | Berkshire community VP: organic discovery | Mutual of Omaha: evaluation | FINRA/NDPA: clean | Pipeline: $1.4M
