Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Callahan & Associates

callahan.com

Consultancies and professional servicesAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
321 of 2,219
its rank by overall score
Place in its category
14th of 177 consultancies
Closing balance

Named in

5of 60 answers

by 4 of 4 assistants

Statement note

What this means for Callahan & Associates

AI assistants name Callahan & Associates in 8.3% of answers, which is more frequent than the typical company in its sector. The consultancy scores 39 out of 100 overall, ranking 321st of 2,219 companies. Its website passes 3 of 14 technical checks, showing some readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Callahan & Associates by name. AI assistants named it in 5 of the 60 answers. Counting only how often it is named, it ranks 53rd of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Overall score
39Overall score
  • Visibility19
  • Citations2
  • Sentiment100
  • Site quality67
  • AI readiness21
Summary of account
Named by AI in
8.3%
5 of 60 answers
Share of mentions
55.6%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
31 of 346
by overall score, where the typical advisory or services firm scores 27

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Line itemsSection 01

Every question, and where the company came up

Callahan & Associates came up on 2 of 15 questions. Open any window to read that answer.

  1. 01Examples of successful member engagement initiatives using analytics in credit unions0/4
  2. 02Are subscription-based or project-based consulting services more affordable for credit unions?0/4
  3. 03Common obstacles when implementing data-driven strategies in credit unions0/4
  4. 04Strategic planning services for financial cooperatives vs general business consulting: Key differences0/4
  5. 05Why is my credit union struggling to leverage performance data for decision making?0/4
  6. 06What are the best credit union consulting firms for strategic decision making?4/4
  7. 07Low-cost data analysis tools for credit union management teams0/4
  8. 08Is investing in credit union analytics platforms worth the cost for mid-sized organizations?0/4
  9. 09Top data analytics services for credit union executives in the US0/4
  10. 10How can credit union leaders use performance data to enhance member services?0/4
  11. 11Typical consulting and analytics service fees for credit unions in the US0/4
  12. 12How can hiring a credit union consultant improve long-term relevancy?0/4
  13. 13Alternatives to hiring external consultants for credit union strategic planning1/4
  14. 14Best practices for credit union executives to democratize organizational performance data0/4
  15. 15Credit union consulting vs in-house strategy teams: Which is better for organizational growth?0/4
Total namedOpenAI: 1/15Claude: 1/15Perplexity: 1/15Gemini: 2/15All assistants: 5/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Perplexity actually said

An answer that names the company

Perplexitynamed the company

“What are the best credit union consulting firms for strategic decision making?”

For strategic decision making, the strongest U.S. credit-union consulting shortlist is:

Callahan & Associates — Best for board-level strategy, benchmarking, industry intelligence, mergers, and long-term relevance. Its strategic-planning work is grounded in decades of credit-union research and leadership advisory experience.

Glatt Consulting Group — Best for focused strategic planning, growth strategy, organizational alignment, and financial-health initiatives.

Wipfli — Best for a broad, integrated engagement combining strategy with organizational performance, peopl …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Cornerstone Advisors
    2
  2. 02
    Filene Research Institute
    1

Share of mentions

CompanyShare
  1. Callahan & Associates
    55.6%
  2. Cornerstone Advisors
    33.3%
  3. Filene Research Institute
    11.1%
  4. Raddon
    0.0%
  5. CUSG (Credit Union Solutions Group)
    0.0%
  6. Strategic Resource Management (SRM)
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    filene.org
    9
  2. 02
    curtisstrategy.com
    7
  3. 03
    creditunions.com
    7
  4. 04
    cuinsight.com
    6
  5. 05
    cu-2.com
    6
  6. 06
    cumanagement.com
    6
  7. 07
    creditunionwebsolutions.com
    5
  8. 08
    callahan.com (its own website)
    5
  9. 09
    linkedin.com
    5
  10. 10
    dhilton.com
    5

Callahan & Associates is in the study as a consultancy.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
2/15
Claude
1/15
OpenAI
1/15
Perplexity
1/15
Market comparisonSection 06

How Callahan & Associates compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
19

How often AI assistants name the company, and how that compares with its peers

Citations
2

How often AI uses the company's own website as a source

Sentiment
100

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with advisory and services firms

346 companies in this sector. The gold tick on each bar is the typical company.

Overall score
39
Ranks 31 of 346. Typical company: 27
Named in answers
8.3%
Ranks 53 of 346. Typical company: 0.0%
AI readiness
21
Ranks 228 of 346. Typical company: 29
Against its categorySection 08

Compared with consultancies

177 companies in this category. The gold tick on each bar is the typical company.

Overall score
39
Ranks 12 of 177. Typical company: 27
Named in answers
8.3%
Ranks 19 of 177. Typical company: 0.0%
AI readiness
21
Ranks 113 of 177. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. Callahan & Associates publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check

The website runs on WooCommerce.

Show every check, for your technical team
Discoverability
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 25 of 100 · 97% of checks could run · checked on October 9, 2026 · callahan.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotallowed
  • ClaudeBotallowed
  • Anthropic-AIallowed
  • Google-Extendedallowed
  • Applebot-Extendedallowed
  • Meta-ExternalAgentallowed
  • FacebookBotallowed
  • Bytespiderallowed
  • CCBotallowed
  • Diffbotallowed
  • Omgilibotallowed

AI search

  • OAI-SearchBotallowed
  • Claude-SearchBotallowed
  • PerplexityBotallowed
  • Applebotallowed
  • Amazonbotallowed
  • YouBotallowed

Answering questions

  • ChatGPT-Userallowed
  • Claude-Userallowed
  • Perplexity-Userallowed
  • DuckAssistBotallowed
  • MistralAI-Userallowed

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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ShareSection 12

Share this result

Overall score 39 of 100 badge for Callahan & Associates

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/callahan.com"><img src="https://aeo-audit.rezolve.com/finance/badges/callahan.com.svg" alt="Overall score 39 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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