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

Donnelley Financial Solutions

dfinsolutions.comDFIN

Banking and fintech infrastructureFinancial technology and data

Also in the US AI Visibility Study

Statement period
September 23 and 24, 2026
when the AI assistants were asked
Account no.
1,024 of 2,219
its rank by overall score
Place in its category
150th of 315 fintech infrastructure companies
Closing balance

Named in

3of 60 answers

by 1 of 4 assistants

Statement note

What this means for Donnelley Financial Solutions

AI assistants name this fintech infrastructure company in 5% of answers, which is more often than the typical company in its sector at 1.7%. Its overall score is 28 out of 100, ranking 1,024th of 2,219 companies. The website passes 3 of 14 technical checks for AI readiness.

We asked 15 unbranded questions about its market, so no question mentioned Donnelley Financial Solutions by name. AI assistants named it in 3 of the 60 answers. Counting only how often it is named, it ranks 192nd of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
28Overall score
  • Visibility6
  • Citations4
  • Sentiment50
  • Site quality80
  • AI readiness21
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
7.9%
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
302 of 574
by overall score, where the typical financial technology and data company scores 29

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Line itemsSection 01

Every question, and where the company came up

Donnelley Financial Solutions came up on 3 of 15 questions. Open any window to read that answer.

  1. 01What are typical pricing models for enterprise-grade financial compliance software in the US?0/4
  2. 02How to resolve errors in XBRL tagging during quarterly reporting0/4
  3. 03Low-cost options for managing financial disclosures and risk assessments0/4
  4. 04How does AI-powered disclosure management software compare to traditional compliance workflow tools?0/4
  5. 05How do large enterprises use regulatory reporting platforms to streamline their financial close process?0/4
  6. 06Best document management tools for SEC filings1/4
  7. 07How much should a mid-size public company expect to pay for automated regulatory reporting tools?0/4
  8. 08What are the top financial regulatory compliance software options for public companies?1/4
  9. 09What are the main substitutes for AI-driven benchmarking in financial compliance?0/4
  10. 10What should corporate legal teams consider before purchasing SEC reporting automation tools?0/4
  11. 11Is investing in advanced regulatory risk management software worth it for a pre-IPO company?0/4
  12. 12Common issues when using cloud compliance platforms for financial data security0/4
  13. 13Alternatives to all-in-one compliance platforms for SEC filings1/4
  14. 14Differences between integrated financial reporting platforms and standalone compliance solutions0/4
  15. 15Best practices for collaborating on proxy statement preparation using compliance software0/4
Total namedOpenAI: 3/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All 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 OpenAI actually said

An answer that names the company

OpenAInamed the company

“Best document management tools for SEC filings”

… Donnelley Financial Solutions (DFIN) — ActiveDisclosure for SEC filing composition and iXBRL tagging, and Venue (VDR) for secure deal/docroom workflows; good if you want a combined managed-services + SaaS approach for filings, IPOs and capital-markets transactions. (dfinsolutions.com)

Toppan Merrill — Comprehensive content-creation and disclosure platforms (Bridge / Quinn, publishing/EDGAR services) oriented to issuers and funds; strong for funds and companies that need integrated print/web/EDGAR distribution and managed support. ([toppa …

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
    Workiva
    19
  2. 02
    Toppan Merrill
    5

Share of mentions

CompanyShare
  1. Workiva
    36.8%
  2. Certent (a part of Insightsoftware)
    18.4%
  3. Merrill Corporation (now Datasite)
    15.8%
  4. Toppan Merrill
    15.8%
  5. Donnelley Financial Solutions
    7.9%
  6. Nasdaq Governance Solutions
    5.3%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    dfinsolutions.com (its own website)
    24
  2. 02
    houseblend.io
    16
  3. 03
    diligent.com
    15
  4. 04
    workiva.com
    13
  5. 05
    insightsoftware.com
    12
  6. 06
    sec.gov
    8
  7. 07
    simplywall.st
    8
  8. 08
    xbrl.org
    7
  9. 09
    capterra.com
    7
  10. 10
    investmentnews.com
    7

Donnelley Financial Solutions is in the study as a fintech infrastructure company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

OpenAI
3/15
Gemini
0/15
Perplexity
0/15
Claude
0/15
Market comparisonSection 06

How Donnelley Financial Solutions 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
6

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

Citations
4

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

Sentiment
50

How positively AI describes the company

Site quality
80

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 financial technology and data companies

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

Overall score
28
Ranks 302 of 574. Typical company: 29
Named in answers
5.0%
Ranks 192 of 574. Typical company: 1.7%
AI readiness
21
Ranks 401 of 574. Typical company: 29
Against its categorySection 08

Compared with fintech infrastructure companies

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

Overall score
28
Ranks 149 of 315. Typical company: 28
Named in answers
5.0%
Ranks 85 of 315. Typical company: 1.7%
AI readiness
21
Ranks 215 of 315. 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. Donnelley Financial Solutions 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
Show every check, for your technical team
Discoverability
72 of 100
  • robots.txtPassed

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

    study: 86.1%
  • SitemapPartly met

    Serve an XML sitemap and reference it 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 24 of 100 · 97% of checks could run · checked on October 5, 2026 · www.dfinsolutions.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

  • 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 28 of 100 badge for Donnelley Financial Solutions

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/dfinsolutions.com"><img src="https://aeo-audit.rezolve.com/finance/badges/dfinsolutions.com.svg" alt="Overall score 28 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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