64%
of financial product research starts with AI or search
According to J.D. Power Banking Study (2025), 64% of financial product research starts with AI or search.
Your Next Financial Customer Asks AI Before They Compare Providers
From neobanks to financial advisors, consumers and businesses ask AI assistants for recommendations before visiting any financial website.
Executive Summary
AI Visibility in Financial Services
The financial services industry is shifting from comparison sites and Google searches to AI-powered discovery. Whether someone needs a business loan, a new banking app, or a financial advisor, they increasingly ask ChatGPT, Claude, and Perplexity first. Attensira helps financial services firms ensure they appear in these critical AI-driven buying journeys.
58%
of consumers ask AI before choosing a financial product
Deloitte Digital Finance 2025
$3.2T
in financial transactions influenced by AI recommendations
McKinsey Financial Services 2024
3.8x
higher conversion from AI-referred financial leads
Accenture Fintech Report 2024
71%
of millennials use AI to research financial products
PwC Financial Wellness 2025
Your Financial Services Firm Is Invisible to AI
When someone asks an AI assistant for the best budgeting app, a trusted financial advisor, or a business lending platform, your firm might not appear — even if your product is superior.
Missing from Financial Recommendations
AI assistants recommend competitors while your financial services firm stays invisible, losing high-intent prospects at the moment of decision.
Fintech Competitors Dominate AI
Digital-first fintech companies are optimizing aggressively for AI visibility, building lasting advantages in AI-driven discovery.
Outdated AI Perception
AI models may have incomplete or outdated information about your products, rates, and services — leading to missed recommendations.
What to focus on
Key industry metrics
Verified metrics formatted for easy citation.
52%
of small businesses ask AI for financial product advice
According to Federal Reserve SMB Survey (2024), 52% of small businesses ask AI for financial product advice.
$480B
in fintech transactions influenced by AI recommendations
According to CB Insights Fintech Report (2024), $480B in fintech transactions influenced by AI recommendations.
2.7x
faster financial product evaluation with AI tools
According to BCG Financial Services (2024), 2.7x faster financial product evaluation with AI tools.
How We Score AI Visibility
Attensira scores are calculated by querying major AI platforms with real-world prompts relevant to each industry, then analyzing how prominently and accurately each brand appears in the responses. Scores range from 0 to 100.
Platform Coverage
How consistently a brand appears across ChatGPT, Claude, Perplexity, and Gemini.
Response Quality
Whether AI responses feature the brand with accurate, detailed information.
Citation Frequency
How often the brand is cited as a source or recommendation in AI outputs.
Brand Sentiment
The tone and framing AI platforms use when mentioning the brand.
FAQ
Frequently Asked Questions
Ready to dominate AI search in Financial Services?
Let's discuss how Attensira can get your financial services brand recommended by AI.
Ready to take action? Get recommended by
ChatGPT
Now that you've seen the data, take the next step. Start tracking your financial services brand's AI visibility.