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

SavvyMoney

savvymoney.com

Credit bureaus and credit scoringLending and credit

Money20/20 attendee

Statement period
October 9 to 13, 2026
when the AI assistants were asked
Account no.
234 of 2,219
its rank by overall score
Place in its category
4th of 13 credit bureaus and scoring companies
Closing balance

Named in

10of 60 answers

by 3 of 4 assistants

Statement note

What this means for SavvyMoney

AI assistants name this credit bureau or scoring company in 16.7% of answers, which is more often than the typical company in its sector at 3.3%. Its overall score is 40 out of 100, which ranks it 234th of 2,219 companies and 9th of 93 in its sector. Its website passes 5 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned SavvyMoney by name. AI assistants named it in 10 of the 60 answers. Counting only how often it is named, it ranks 15th of 93 in its sector. The typical lending and credit company is named in 3.3% of answers.

Overall score
40Overall score
  • Visibility17
  • Citations4
  • Sentiment93
  • Site quality73
  • AI readiness36
Summary of account
Named by AI in
16.7%
10 of 60 answers
Share of mentions
17.9%
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
9 of 93
by overall score, where the typical lending and credit company scores 31

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Line itemsSection 01

Every question, and where the company came up

SavvyMoney came up on 7 of 15 questions. Open any window to read that answer.

  1. 01Are credit score platforms for financial institutions worth the investment for smaller banks?1/4
  2. 02Credit score integration platforms vs standalone financial education tools for fintech companies1/4
  3. 03What are some other options beyond credit score dashboards for delivering financial education to customers?0/4
  4. 04What are the best credit score and financial wellness platforms for financial institutions to boost member engagement?3/4
  5. 05Ways banks can leverage financial wellness solutions to improve member retention0/4
  6. 06What should credit unions look for when evaluating financial wellness platform providers?0/4
  7. 07Why aren’t my customers seeing updated credit insights in our credit score dashboard?0/4
  8. 08Alternatives to embedded credit score tools for banks wanting to promote financial wellness1/4
  9. 09How to resolve delayed credit report updates within financial wellness platforms?0/4
  10. 10How do embedded credit score tools compare to full-service financial wellness platforms for credit unions?1/4
  11. 11Top credit insights solutions for banks aiming to enhance customer financial health programs2/4
  12. 12How can financial institutions use credit score tools to personalize pre-qualified offers?0/4
  13. 13Substitutes for integrated credit analytics platforms for regional banks and fintechs0/4
  14. 14What are typical pricing models for credit score and financial wellness platforms in the US?1/4
  15. 15Is there a difference in cost between embedded and standalone credit score solutions for credit unions?0/4
Total namedOpenAI: 0/15Claude: 3/15Perplexity: 3/15Gemini: 4/15All 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 Claude actually said

An answer that names the company

Claudenamed the company

“Alternatives to embedded credit score tools for banks wanting to promote financial wellness”

I'll search for information about alternatives to embedded credit score tools that banks can use to promote financial wellness.Based on my research, here are key alternatives to embedded credit score tools that banks can use to promote financial wellness:

Comprehensive Financial Wellness Platforms

SavvyMoney provides credit score solutions and financial wellness platforms for the banking and credit union sectors. Other established players include Credit Karma, which provides personalized credit monitoring, credit report insights, and practical recommendations, while centralizing account s …

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.

Share of mentions

CompanyShare
  1. Equifax Credit Score for Financial Institutions
    30.4%
  2. FICO Score Open Access
    21.4%
  3. TransUnion CreditView Dashboard
    19.6%
  4. SavvyMoney
    17.9%
  5. Credit Karma for Credit Unions (by Intuit)
    7.1%
  6. Array
    3.6%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    f6s.com
    15
  2. 02
    savvymoney.com (its own website)
    11
  3. 03
    crscreditapi.com
    10
  4. 04
    experian.com
    9
  5. 05
    thecreditpeople.com
    8
  6. 06
    lendflow.com
    5
  7. 07
    topbusinesssoftware.com
    5
  8. 08
    mx.com
    5
  9. 09
    clearscore.com
    4
  10. 10
    cumanagement.com
    4

SavvyMoney is in the study as a credit bureau or scoring company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
4/15
Claude
3/15
Perplexity
3/15
OpenAI
0/15
Market comparisonSection 06

How SavvyMoney 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
17

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
93

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 lending and credit companies

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

Overall score
40
Ranks 9 of 93. Typical company: 31
Named in answers
16.7%
Ranks 15 of 93. Typical company: 3.3%
AI readiness
36
Ranks 9 of 93. Typical company: 29
Against its categorySection 08

Compared with credit bureaus and scoring companies

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

Overall score
40
Ranks 4 of 13. Typical company: 37
Named in answers
16.7%
Ranks 6 of 13. Typical company: 16.7%
AI readiness
36
Ranks 1 of 13. Typical company: 21
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. SavvyMoney 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
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 · www.savvymoney.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 40 of 100 badge for SavvyMoney

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/savvymoney.com"><img src="https://aeo-audit.rezolve.com/finance/badges/savvymoney.com.svg" alt="Overall score 40 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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