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

Financial Narrative

financialnarrative.org

Marketing, communications and recruitment agenciesAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
415 of 2,219
its rank by overall score
Place in its category
10th of 64 agencies
Closing balance

Named in

4of 60 answers

by 2 of 4 assistants

Statement note

What this means for Financial Narrative

AI assistants name Financial Narrative in 6.7% of answers, which is more often than the typical company in its sector. Its overall score is 38 out of 100, ranking 415th of 2,219 companies reviewed. The website passes 7 out of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Financial Narrative by name. AI assistants named it in 4 of the 60 answers. Counting only how often it is named, it ranks 62nd of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Overall score
38Overall score
  • Visibility12
  • Citations0
  • Sentiment83
  • Site quality80
  • AI readiness50
Summary of account
Named by AI in
6.7%
4 of 60 answers
Share of mentions
25.0%
of the mentions of it and its 5 peers
AI readiness
7/14
technical checks passed. Typical for its sector: 4
Rank in its sector
47 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

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

  1. 01Best online communities for financial sector marketers to connect and share insights?0/4
  2. 02How can senior marketing leaders in finance use professional networks to advance their careers?0/4
  3. 03How does a financial marketing professional network compare to a general business networking group?0/4
  4. 04Ways financial media professionals leverage industry-focused communities for business development?0/4
  5. 05What are the top professional networks for senior leaders in financial marketing and communications?1/4
  6. 06What benefits should I expect from a professional network focused on financial communications?0/4
  7. 07Alternatives to membership-based professional networks for financial marketers?0/4
  8. 08What are typical membership fees for exclusive financial marketing professional networks?0/4
  9. 09What free platforms can senior financial communications professionals use to network and share knowledge?1/4
  10. 10What should I do if I’m not finding relevant connections in my financial communications network?0/4
  11. 11Is it better to join an industry-specific communications network or a broader marketing association for career growth in finance?0/4
  12. 12Why am I not seeing good engagement after joining a financial sector marketing community?0/4
  13. 13Are there affordable options to join high-level financial communications communities in the US?0/4
  14. 14Is joining a membership-based financial marketing community worth the investment for senior professionals?0/4
  15. 15Where do financial sector communications leaders discuss industry trends and best practices online?2/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 3/15Gemini: 1/15All assistants: 4/60
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 top professional networks for senior leaders in financial marketing and communications?”

The strongest options for senior leaders in financial marketing and communications are:

Financial Narrative — A global peer network specifically for senior financial marketing and communications professionals, with best-practice sharing, private events, and industry research.

Gramercy Institute — A leading global network centered on senior marketers at financial institutions and brands; particularly useful for strategic marketing, brand, and client-acquisition leaders.

FinTech Marketing Community — Best suited to leaders working across financial services, fintech, …

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
    Financial Communications Society
    7

Share of mentions

CompanyShare
  1. Financial Communications Society
    75.0%
  2. Financial Narrative
    25.0%
  3. PRSA Financial Communications Section
    0.0%
  4. The Marketing Society (Financial Services Group)
    0.0%
  5. Association for Financial Professionals (AFP) – Marketing & Communications Community
    0.0%
  6. Financial Women's Association (FWA)
    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
    fintechmarketingcommunity.com
    14
  2. 02
    linkedin.com
    10
  3. 03
    financialmarketinginsights.com
    9
  4. 04
    thecfoclub.com
    9
  5. 05
    thefcs.org
    9
  6. 06
    smartasset.com
    6
  7. 07
    financealliance.io
    6
  8. 08
    thehiveindex.com
    4
  9. 09
    digitaldefynd.com
    3
  10. 10
    pointroadgroup.com
    3

Financial Narrative is in the study as an agency.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Perplexity
3/15
Gemini
1/15
Claude
0/15
OpenAI
0/15
Market comparisonSection 06

How Financial Narrative 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
0

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

Sentiment
83

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
50

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
38
Ranks 47 of 346. Typical company: 27
Named in answers
6.7%
Ranks 62 of 346. Typical company: 0.0%
AI readiness
50
Ranks 3 of 346. Typical company: 29
Against its categorySection 08

Compared with agencies

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

Overall score
38
Ranks 10 of 64. Typical company: 27
Named in answers
6.7%
Ranks 6 of 64. Typical company: 0.0%
AI readiness
50
Ranks 2 of 64. 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. Financial Narrative 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
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
20 of 100
  • API CatalogNot met

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

    study: 1.3%
  • OAuth discoveryPassed

    OpenID Connect or OAuth metadata agents can use to sign in.

    study: 6.3%
  • OAuth Protected ResourcePassed

    Metadata telling agents which authorization server to use.

    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 32 of 100 · 97% of checks could run · checked on October 9, 2026 · financialnarrative.org · 2,200 companies scanned

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

AI readinessSection 10

The checks behind the AI readiness score

7 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

  • PassedMarkdown 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%
  • PassedOAuth Authorization Server discoverystudy: 5.2%
  • PassedOAuth 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 38 of 100 badge for Financial Narrative

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/financialnarrative.org"><img src="https://aeo-audit.rezolve.com/finance/badges/financialnarrative.org.svg" alt="Overall score 38 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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