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

Psympl

psympl.com

Banking and fintech infrastructureFinancial technology and data

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
18 of 2,219
its rank by overall score
Place in its category
5th of 315 fintech infrastructure companies
Closing balance

Named in

10of 60 answers

by 4 of 4 assistants

Statement note

What this means for Psympl

AI assistants name Psympl in 16.7% of answers, much more often than the typical company in its sector, which is named in 1.7% of answers. Psympl's overall score is 48 out of 100, which ranks 18th of 2,219 companies and 6th of 574 in its sector. Its website passes 5 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Psympl by name. AI assistants named it in 10 of the 60 answers. Counting only how often it is named, it ranks 63rd of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
48Overall score
  • Visibility31
  • Citations18
  • Sentiment94
  • Site quality73
  • AI readiness36
Summary of account
Named by AI in
16.7%
10 of 60 answers
Share of mentions
71.4%
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
6 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

Psympl came up on 5 of 15 questions. Open any window to read that answer.

  1. 01Common challenges when implementing psychographic-driven marketing in financial services?0/4
  2. 02How do US credit bureaus leverage psychographics for more personalized outreach?1/4
  3. 03How can consumer insurance providers use psychographics to improve customer retention?0/4
  4. 04Is investing in a psychographic marketing platform worth it for mid-sized consumer lenders?0/4
  5. 05Are there affordable psychographic marketing solutions for small community banks?3/4
  6. 06Best ways for banks to use psychographic data to personalize checking account offers?0/4
  7. 07What are the best psychographic personalization tools for banks and credit unions?4/4
  8. 08What are non-psychographic approaches to improving motivation and engagement in wealth management?0/4
  9. 09Psychographic vs demographic segmentation in consumer financial services — what's the difference?0/4
  10. 10What is the typical cost structure for psychographic segmentation platforms used by financial institutions in the US?1/4
  11. 11How do psychographic-driven personalization platforms compare to traditional marketing automation tools for financial institutions?1/4
  12. 12How can wealth management firms use psychographic segmentation to enhance client engagement?0/4
  13. 13Do psychographic segmentation solutions deliver higher conversion rates in the insurance sector?0/4
  14. 14Why isn’t my segmentation strategy improving client engagement in my credit union?0/4
  15. 15Alternatives to psychographic segmentation for financial services personalization?0/4
Total namedOpenAI: 2/15Claude: 1/15Perplexity: 2/15Gemini: 5/15All assistants: 10/60
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 psychographic personalization tools for banks and credit unions?”

The strongest psychographic personalization options for banks and credit unions are:

1. Psympl — Best fit for explicit psychographic segmentation. It profiles consumers by motivations and behavioral mindsets, then generates tailored messaging, campaigns, journeys, and outreach. Its Psymplifier can adapt copy, tone, language, and imagery to each segment.

2. Experian + Psympl — Best for institutions already using Experian data and marketing tools. It supports financial segmentation, psychographic message testing, and control-group measurement, helping marketers validate wheth …

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
    Personetics
    5
  2. 02
    Finalytics.ai
    2

Share of mentions

CompanyShare
  1. Psympl
    71.4%
  2. Personetics
    21.4%
  3. Finalytics.ai
    7.1%
  4. Faraday
    0.0%
  5. Segment (Twilio Segment)
    0.0%
  6. Flybits
    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
    blog.psympl.com
    49
  2. 02
    experian.com
    17
  3. 03
    psympl.com (its own website)
    12
  4. 04
    thefinancialbrand.com
    10
  5. 05
    visora.co
    6
  6. 06
    visbanking.com
    6
  7. 07
    zigpoll.com
    5
  8. 08
    linkedin.com
    5
  9. 09
    wolf.financial
    4
  10. 10
    personetics.com
    3

Psympl 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

Gemini
5/15
OpenAI
2/15
Perplexity
2/15
Claude
1/15
Market comparisonSection 06

How Psympl 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
31

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

Citations
18

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

Sentiment
94

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 financial technology and data companies

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

Overall score
48
Ranks 6 of 574. Typical company: 29
Named in answers
16.7%
Ranks 63 of 574. Typical company: 1.7%
AI readiness
36
Ranks 83 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
48
Ranks 4 of 315. Typical company: 28
Named in answers
16.7%
Ranks 24 of 315. Typical company: 1.7%
AI readiness
36
Ranks 40 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. Psympl 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
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
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
63 of 100
  • AI bot rulesPassed

    Explicit robots.txt rules for AI crawlers such as GPTBot, ClaudeBot and PerplexityBot.

    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 37 of 100 · 97% of checks could run · checked on October 9, 2026 · www.psympl.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%
  • Not metHTTP 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

  • PassedExplicit 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 rules for 13 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBot*partly
  • ClaudeBot*partly
  • Anthropic-AI*partly
  • Google-Extended*partly
  • Applebot-Extended*partly
  • Meta-ExternalAgent*partly
  • FacebookBot*partly
  • Bytespider*partly
  • CCBot*partly
  • Diffbotpartly
  • Omgilibot*partly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbot*partly
  • YouBot*partly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBot*partly
  • 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 48 of 100 badge for Psympl

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/psympl.com"><img src="https://aeo-audit.rezolve.com/finance/badges/psympl.com.svg" alt="Overall score 48 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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