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

Navirum

navirum.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.
893 of 2,219
its rank by overall score
Place in its category
49th of 177 consultancies
Closing balance

Named in

1of 60 answers

by 1 of 4 assistants

Statement note

What this means for Navirum

AI assistants rarely name this consultancy, with just 1 mention out of 60 answers. Its overall score is 30 out of 100, ranking it 893rd of 2,219 overall and 117th in its sector. The website passes 4 out of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Navirum by name. AI assistants named it in 1 of the 60 answers. Counting only how often it is named, it ranks 118th of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
30Overall score
  • Visibility3
  • Citations0
  • Sentiment50
  • Site quality87
  • AI readiness43
Summary of account
Named by AI in
1.7%
1 of 60 answers
Share of mentions
8.3%
of the mentions of it and its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
117 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

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

  1. 01Top-rated AI and digital transformation consultants for insurance companies in the US?0/4
  2. 02Difference between using a specialized financial services Salesforce partner and a general consulting firm?0/4
  3. 03Typical pricing models for Salesforce consulting in the US financial services sector?0/4
  4. 04Are managed Salesforce services cost-effective for mid-sized wealth management businesses?1/4
  5. 05Is it worth investing in AI automation for compliance in private equity firms?0/4
  6. 06Best use cases for AI-powered analytics in insurance operations?0/4
  7. 07How can financial services firms improve client onboarding with Salesforce and AI solutions?0/4
  8. 08Salesforce consulting vs custom CRM development for banking organizations—what are the key differences?0/4
  9. 09How do managed services compare to project-based consulting for digital transformation in financial services?0/4
  10. 10What are effective alternatives to Salesforce-based digital solutions for US wealth management firms?0/4
  11. 11What are the best Salesforce consulting options for wealth and asset management firms?0/4
  12. 12How can asset managers leverage Salesforce to improve client service and retention?0/4
  13. 13How do you address common data migration challenges when moving to Salesforce in financial institutions?0/4
  14. 14What factors influence the cost of implementing AI solutions for banking technology platforms?0/4
  15. 15What can go wrong when automating workflows in banking platforms and how to avoid issues?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 1/15All assistants: 1/60
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 Gemini actually said

An answer that names the company

Gemininamed the company

“Are managed Salesforce services cost-effective for mid-sized wealth management businesses?”

… Predictable Costs: Retainer-based managed services offer predictable monthly costs for defined scopes of work or hour banks, which can be beneficial for budgeting getclientell.com, navirum.com.

When Managed Services are Most Suitable:

Firms with a live FSC instance needing ongoing optimization, release management, and enhancements vantagepoint.io …

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
    Silverline
    2
  2. 02
    Skience
    1

Share of mentions

CompanyShare
  1. Capgemini – Financial Services Salesforce Consulting
    58.3%
  2. Silverline
    25.0%
  3. Navirum
    8.3%
  4. Skience
    8.3%
  5. Persistent Systems – Salesforce for Financial Services
    0.0%
  6. Appirio (A Wipro Company) – Salesforce 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
    vantagepoint.io
    26
  2. 02
    salesforce.com
    19
  3. 03
    ustechautomations.com
    8
  4. 04
    linkedin.com
    6
  5. 05
    minusculetechnologies.com
    6
  6. 06
    appexchange.salesforce.com
    5
  7. 07
    g-co.agency
    4
  8. 08
    mckinsey.com
    4
  9. 09
    deloitte.com
    4
  10. 10
    girikon.com
    4

Navirum is in the study as a consultancy.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

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

How Navirum 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
3

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
50

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
43

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
30
Ranks 117 of 346. Typical company: 27
Named in answers
1.7%
Ranks 118 of 346. Typical company: 0.0%
AI readiness
43
Ranks 13 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
30
Ranks 49 of 177. Typical company: 27
Named in answers
1.7%
Ranks 45 of 177. Typical company: 0.0%
AI readiness
43
Ranks 4 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. Navirum 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.txtPublished
  • WebMCPCould not check

The website runs on WooCommerce.

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
25 of 100
  • Markdown negotiationNot met

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

    study: 6.2%
  • llms.txtPartly 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 29 of 100 · 97% of checks could run · checked on October 9, 2026 · navirum.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

4 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%
  • Not metXML 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

  • 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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End of statement
All 2,219 companiesHow we measured this
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