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

The Financial Brand

thefinancialbrand.com

Research, news and mediaAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
142 of 2,219
its rank by overall score
Place in its category
5th of 73 research and media companies
Closing balance

Named in

11of 60 answers

by 4 of 4 assistants

Statement note

What this means for The Financial Brand

AI assistants name The Financial Brand in 18.3% of answers, while the typical company in its sector is named in 0% of answers. Its overall score is 42 out of 100, ranking 142nd of 2,219 overall and 12th of 346 in its sector. The website passes 4 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned The Financial Brand by name. AI assistants named it in 11 of the 60 answers. Counting only how often it is named, it ranks 19th of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Overall score
42Overall score
  • Visibility22
  • Citations4
  • Sentiment81
  • Site quality93
  • AI readiness29
Summary of account
Named by AI in
18.3%
11 of 60 answers
Share of mentions
31.4%
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
12 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

The Financial Brand came up on 5 of 15 questions. Open any window to read that answer.

  1. 01How do industry insights platforms differ from traditional banking news outlets?1/4
  2. 02Should banking executives invest in specialized industry intelligence reports?0/4
  3. 03Are there free options for accessing in-depth US banking market reports?0/4
  4. 04Banking news sites vs. industry research hubs: which is better for executive-level analysis?1/4
  5. 05Where else can financial executives find actionable banking benchmarks aside from trade publications?0/4
  6. 06What’s the best way to identify credible sources for US banking strategy updates?0/4
  7. 07Which online resources provide alternatives to traditional banking industry newsletters for strategic insights?4/4
  8. 08What are the top resources for staying updated on banking industry trends in the US?2/4
  9. 09Where can I find the latest news on digital banking strategies for financial institutions?3/4
  10. 10What are the best alternatives to news sites for in-depth banking industry analysis?0/4
  11. 11What are effective ways to leverage industry webinars for team development in banking?0/4
  12. 12How can I filter out generic financial news to focus on actionable insights for banking leaders?0/4
  13. 13Is it worth subscribing to a premium banking trends newsletter for strategic insights?0/4
  14. 14How can banking managers use industry news platforms to guide growth strategies?0/4
  15. 15How much do comprehensive banking research platforms typically cost in the US?0/4
Total namedOpenAI: 3/15Claude: 2/15Perplexity: 3/15Gemini: 3/15All assistants: 11/60
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

“Where can I find the latest news on digital banking strategies for financial institutions?”

For the latest coverage on digital banking strategies for banks and credit unions, these are strong sources:

The Financial Brand — Covers digital transformation, AI, customer experience, core modernization, digital channels, and growth strategies through articles, webinars, podcasts, and reports.

J.P. Morgan Digital Banking Insights — Offers banking-industry analysis on technology, cash management, entrepreneurship, and streamlined banking solutions.

Candescent Insights — Focuses on “intelligent banking,” AI, data, modern platforms, embedded investing, and case …

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
    American Banker
    8
  2. 02
    Banking Dive
    5
  3. 03
    Finextra
    3
  4. 04
    Bank Director
    2
  5. 05
    ABA Banking Journal
    1

Share of mentions

CompanyShare
  1. The Financial Brand
    31.4%
  2. American Banker
    25.7%
  3. Banking Dive
    20.0%
  4. Finextra
    14.3%
  5. Bank Director
    5.7%
  6. ABA Banking Journal
    2.9%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    thefinancialbrand.com (its own website)
    10
  2. 02
    visbanking.com
    7
  3. 03
    prosightfa.org
    7
  4. 04
    aba.com
    6
  5. 05
    spglobal.com
    6
  6. 06
    hark.news
    5
  7. 07
    mckinsey.com
    5
  8. 08
    researchandmarkets.com
    4
  9. 09
    en.wikipedia.org
    3
  10. 10
    federalreserve.gov
    3

The Financial Brand is in the study as a research or media company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
3/15
OpenAI
3/15
Perplexity
3/15
Claude
2/15
Market comparisonSection 06

How The Financial Brand 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
22

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
81

How positively AI describes the company

Site quality
93

How well built the website's own pages are

AI readiness
29

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
42
Ranks 12 of 346. Typical company: 27
Named in answers
18.3%
Ranks 19 of 346. Typical company: 0.0%
AI readiness
29
Ranks 96 of 346. Typical company: 29
Against its categorySection 08

Compared with research and media companies

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

Overall score
42
Ranks 5 of 73. Typical company: 31
Named in answers
18.3%
Ranks 10 of 73. Typical company: 3.3%
AI readiness
29
Ranks 21 of 73. 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

The website turns away requests that do not come from a browser. AI agents that say what they are meet the same refusal.

Can an AI agent check out here?

Not by itself. The Financial Brand 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
100 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 headersCould not check

    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 27 of 100 · 92% of checks could run · checked on October 9, 2026 · thefinancialbrand.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%
  • 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

  • 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 2 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBotallowed
  • ClaudeBotallowed
  • Anthropic-AIallowed
  • Google-Extendedallowed
  • Applebot-Extendedallowed
  • Meta-ExternalAgent*blocked
  • FacebookBotallowed
  • Bytespiderallowed
  • CCBotallowed
  • Diffbotallowed
  • Omgilibotallowed

AI search

  • OAI-SearchBotallowed
  • Claude-SearchBotallowed
  • PerplexityBotallowed
  • Applebotallowed
  • Amazonbot*blocked
  • 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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ShareSection 12

Share this result

Overall score 42 of 100 badge for The Financial Brand

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/thefinancialbrand.com"><img src="https://aeo-audit.rezolve.com/finance/badges/thefinancialbrand.com.svg" alt="Overall score 42 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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