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
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MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Datos Insights

datos-insights.com

Research, news and mediaAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
353 of 2,219
its rank by overall score
Place in its category
15th of 73 research and media companies
Closing balance

Named in

3of 60 answers

by 3 of 4 assistants

Statement note

What this means for Datos Insights

AI assistants name Datos Insights in 5% of answers, above the typical company in its sector, which is not named at all. Datos Insights has an overall score of 39 out of 100 and ranks 353rd of 2,219 companies studied. Its website passes 5 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Datos Insights by name. AI assistants named it in 3 of the 60 answers. Counting only how often it is named, it ranks 77th of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Overall score
39Overall score
  • Visibility12
  • Citations1
  • Sentiment100
  • Site quality73
  • AI readiness36
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
33.3%
of the mentions of it and its 5 peers
AI readiness
5/14
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

Datos Insights came up on 1 of 15 questions. Open any window to read that answer.

  1. 01How much do consulting services for financial technology providers typically cost in the U.S.?0/4
  2. 02Where can fintech startups find free or low-cost market insights for the U.S. financial sector?0/4
  3. 03What factors influence the price of enterprise-level advisory services for payment providers?0/4
  4. 04How can banks get more personalized insights from a generic financial research subscription?0/4
  5. 05What are the best research and advisory services for U.S. banks and insurance companies?0/4
  6. 06What should I do if the financial industry research I purchased doesn’t meet my firm’s needs?0/4
  7. 07Is premium financial sector research worth it for a midsize wealth management firm?0/4
  8. 08What are good alternatives to subscription-based financial services research?0/4
  9. 09Financial services research reports versus ongoing advisory services—what are the pros and cons?0/4
  10. 10How can insurance companies leverage industry data forecasting for strategic planning?0/4
  11. 11What role do executive councils play in shaping technology adoption in the banking sector?0/4
  12. 12Which financial services research providers offer the most actionable strategic insights for fintech firms?3/4
  13. 13What is the most comprehensive way for investment firms to access fraud and AML research?0/4
  14. 14Are advisory subscriptions for capital markets companies cost-effective compared to ad hoc reports?0/4
  15. 15How do market data subscriptions compare to custom consulting for financial services firms?0/4
Total namedOpenAI: 0/15Claude: 1/15Perplexity: 1/15Gemini: 1/15All assistants: 3/60
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

“Which financial services research providers offer the most actionable strategic insights for fintech firms?”

The strongest options for actionable strategic insight are typically Javelin Strategy & Research, Escalent, Celent, Datos Insights, Gartner, and Everest Group. The best choice depends on whether the fintech needs customer intelligence, payments and fraud expertise, technology selection, or market-entry strategy.

Provider · Best for · Why it is actionable

Javelin Strategy & Research · Digital banking, payments, fraud, security, lending, and wealthtech · Its research is designed to identify concrete risks and opportunities in digital financial services. …

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
    Celent
    3
  2. 02
    Javelin Strategy & Research
    2

Share of mentions

CompanyShare
  1. Datos Insights
    33.3%
  2. Celent
    33.3%
  3. Javelin Strategy & Research
    22.2%
  4. Forrester (Financial Services Practice)
    11.1%
  5. Aite-Novarica Group
    0.0%
  6. Insider Intelligence (formerly eMarketer Financial Services)
    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
    dataintelo.com
    5
  2. 02
    gitnux.org
    5
  3. 03
    escalent.co
    5
  4. 04
    papermark.com
    4
  5. 05
    greenbook.org
    4
  6. 06
    worldmetrics.org
    4
  7. 07
    quirks.com
    4
  8. 08
    mckinsey.com
    4
  9. 09
    alpha-sense.com
    3
  10. 10
    grantthornton.com
    3

Datos Insights is in the study as a research or media company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
1/15
Gemini
1/15
Perplexity
1/15
OpenAI
0/15
Market comparisonSection 06

How Datos Insights 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
12

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

Citations
1

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

Sentiment
100

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
36

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
5.0%
Ranks 77 of 346. Typical company: 0.0%
AI readiness
36
Ranks 38 of 346. Typical company: 29
Against its categorySection 08

Compared with research and media companies

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

Overall score
39
Ranks 11 of 73. Typical company: 31
Named in answers
5.0%
Ranks 30 of 73. Typical company: 3.3%
AI readiness
36
Ranks 12 of 73. 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. Datos Insights 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
  • MPPCould not check
  • 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.txtPublished
  • WebMCPCould not check
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
50 of 100
  • Markdown negotiationNot met

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

    study: 6.2%
  • llms.txtPassed

    An llms.txt that tells language models what the site offers.

    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 36 of 100 · 97% of checks could run · checked on October 9, 2026 · datos-insights.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

5 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%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Passedllms.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

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

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 Datos Insights

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/datos-insights.com"><img src="https://aeo-audit.rezolve.com/finance/badges/datos-insights.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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