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 Lead Group

theleadgroup.com

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.
1,704 of 2,219
its rank by overall score
Place in its category
45th of 64 agencies
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for The Lead Group

AI assistants do not name The Lead Group in any of their 60 answers to questions about the market. Its overall score is 26 out of 100, ranking 1,704th of 2,219. The website passes 4 out of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned The Lead Group by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 149th 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
26Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality80
  • AI readiness29
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
no answer named it or its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
204 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 Lead Group came up on 0 of 15 questions. Open any window to read that answer.

  1. 01What are common online marketing tactics for connecting consumers with insurance advisors?0/4
  2. 02What are non-traditional online marketing channels to source consumer leads in finance?0/4
  3. 03How much should financial service companies expect to pay per qualified lead online?0/4
  4. 04What are alternatives to using lead generation services for acquiring financial clients?0/4
  5. 05How does pay-per-lead compare to pay-per-click marketing for financial publishers?0/4
  6. 06How can I improve lead quality in my financial services marketing funnels?0/4
  7. 07Why am I getting low response rates from my financial lead campaigns?0/4
  8. 08What are the best lead generation strategies for financial service companies?0/4
  9. 09Which online marketing approaches provide the highest ROI for financial products?0/4
  10. 10How do digital publishers generate high-intent consumer leads for mortgage products?0/4
  11. 11Is investing in third-party financial leads worth it for small brokerages?0/4
  12. 12How can online marketing help financial services grow their client base?0/4
  13. 13What should financial services companies look for when choosing an online lead generation partner?0/4
  14. 14What factors influence the cost of digital lead generation in the financial industry?0/4
  15. 15Inbound vs outbound lead generation for financial advisors: which is more effective?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
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.

PayeesSection 02

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. The Lead Group
    0.0%
  2. Datalot
    0.0%
  3. QuinStreet
    0.0%
  4. NextGen Leads
    0.0%
  5. Digital Media Solutions (DMS),
    0.0%
  6. Hometown Quotes
    0.0%
ReferrersSection 03

Websites the AI used as sources

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

  1. 01
    smartasset.com
    8
  2. 02
    selectadvisorsinstitute.com
    7
  3. 03
    tomba.io
    7
  4. 04
    wolf.financial
    7
  5. 05
    prospeo.io
    5
  6. 06
    designrush.com
    5
  7. 07
    o8.agency
    4
  8. 08
    linkedin.com
    4
  9. 09
    exposureninja.com
    3
  10. 10
    ojaymediamarketing.com
    3

The Lead Group is in the study as an agency.

By assistantSection 04

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 05

How The Lead Group 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
0

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
80

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 06

Compared with advisory and services firms

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

Overall score
26
Ranks 204 of 346. Typical company: 27
Named in answers
0.0%
Ranks 149 of 346. Typical company: 0.0%
AI readiness
29
Ranks 96 of 346. Typical company: 29
Against its categorySection 07

Compared with agencies

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

Overall score
26
Ranks 36 of 64. Typical company: 27
Named in answers
0.0%
Ranks 24 of 64. Typical company: 0.0%
AI readiness
29
Ranks 24 of 64. Typical company: 29
AI agentsSection 08

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. The Lead Group 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
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 32 of 100 · 97% of checks could run · checked on October 9, 2026 · www.theleadgroup.com · 2,200 companies scanned

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

AI readinessSection 09

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 10

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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End of statement
All 2,219 companiesHow we measured this
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