Industries
AI search visibility for financial services
People now ask AI which adviser, insurer or lender to trust. Attensira reads those answers every day, finds the pages that decide them, and its crew of AI agents drafts the pages and placements that get your firm named. In financial services that work has to clear compliance: anything stating a claim waits for your approval in every mode.
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Copywriter filedWaits for youRewrite who the income protection policy is for
Tracked question: “income protection for the self-employed”
Answers to this question describe your policy from a comparison site's summary. Your own page never says who it is for, or who it is not for.
It states who a product is for, so compliance approves it in every mode.
- Approve
- Edit, then approve
- Decline with a reason
What does an AI answer say when someone asks which policy fits?
Answers describe products from whichever page states who they are for and what they cover. The Copywriter drafts that plain-language page in Draft mode; every claim on it waits for your compliance approval in every mode.
- Buyer question
- “home insurance that covers flood damage”
Question: home insurance that covers flood damage
ChatGPT answered: For home insurance that covers flood damage, Insurer A says on its own page what its flood cover includes and excludes, and a comparison site summarises Insurer B. Check the policy wording before you buy.
Sources cited
- 1insurer-a.example
- 2comparison-site.example
Not namedYour firm is missing from this ChatGPT answer.
Copywriter · drafts the fix for your approvalExample · a typical financial services buyer question; businesses lettered, not realWhy do AI answers matter in financial services?
Financial topics are held to the highest standard by search systems: Google's rater guidelines name financial security as a Your Money or Your Life category with very high page-quality standards. And a firm cannot simply publish more to catch up, because its marketing is regulated before it goes live.
- A principal signs off each page
- Every new page costs a review, so the crew works on fewer, plainer pages and files each change as its own decision for your principal to approve.
- Audience size makes it regulated
- A public web page counts as a retail communication, so a rewrite meant for AI answers is still a regulated change. That is why each draft waits for your approval.
- Enforcement is public
- Regulators amend and withdraw promotions by the thousand. A page an assistant quotes has to be one your compliance team would stand behind today.
What does a real reading look like?
The frames above are illustrations for a financial services business. This one is real: our own workspace, for a buyer question that names who is asking, “AI search visibility for agencies”. Engines built those answers from the sites in the chart and cited attensira.com in none of them. Your first reading looks the same, for your buyers’ questions: the sites to get onto, and where you stand.
- Answers read
- 111, ChatGPT and Perplexity
- Cited us
- 0 of 111
| Name | Cited in | Count |
|---|---|---|
| wpengine.com | 55.0% | 61 |
| developers.google.com | 41.4% | 46 |
| loudface.co | 40.5% | 45 |
| vitasoft.co | 36.9% | 41 |
| ahrefs.com | 35.1% | 39 |
| attensira.comus | 0.0% | 0 |
Researcher · Read on the daily runattensira.com workspace, read over the Attensira MCP · · n=111 answers, 21 of 31 days sampledWhere do you start?
The order the work usually goes in for a financial services business.
- Measured
- Before and after each step, on the same questions
- Claims
- Wait for your approval in every mode
- Unanswered approvals
- Expire after 7 days, and nothing changes
- 01
Pick the questions clients ask
In their words: 'best fixed-rate mortgage adviser for contractors', 'income protection for the self-employed'. These are read every day.
How prompts are tracked - 02
Find what the answers get wrong
The first reading shows who is named, which pages were read, and any wrong statement about your products.
How citations are read - 03
Review drafts in one inbox
Every proposed change arrives in one inbox as its own decision. Compliance approves, edits or declines each one.
How approval works - 04
Measure each change
Every shipped change is read again 7, 14 and 30 days after it ships, on the questions it was meant to move, and a change inside the noise is reported as no change.
What does the crew do for a financial services business?
The crew drafts, your compliance team approves. New workspaces start in Draft, where nothing leaves the workspace until a person on your side approves it, and anything stating a figure, a rate, a product or a competitor's name waits for that approval in every mode.
- Drafts built for review
- Each proposed change arrives in one inbox as its own decision: approve it, edit then approve, or decline it with a reason.
- Fewer, plainer pages
- The Writer works on the pages you already have before proposing new ones: stating who a product is for, what it costs and what it is not, in words an assistant can quote.
- Wrong facts traced to their source
- When an answer states a wrong rate, product or eligibility rule about you, the Copywriter traces it to the page it came from and drafts the fix.
- Directories and comparison sites
- When an answer leans on a comparison site or directory, the crew drafts the listing or the correction request, sent from your mailbox after you approve it.
What should you check first?
A list to run against your own site and listings before any work starts.
- Run it against
- Your site, and the listings and directories about you
- When
- Before the first change ships
What makes financial services hard
- Every new page needs a compliance review, so volume is never the answer.
- Testimonials carry conditions under the SEC marketing rule.
- Approving someone else's promotion is itself a permissioned activity in the UK.
- 01
Each product page says who it is for and who it is not for
- 02
Rates and fees on the site match what you would approve today
- 03
Old product pages are updated or removed, not left live
- 04
Regulatory status and registration numbers are on the site
- 05
Comparison sites and directories describe your products correctly
- 06
Testimonials on the site have been checked against your rules
- 07
robots.txt does not block the search crawlers of ChatGPT, Claude or Perplexity
Questions about AI visibility in financial services
Does a web page count as a retail communication?
Will Attensira publish anything without compliance sign-off?
Can the crew use customer testimonials?
Why are financial pages held to a higher standard?
Is pricing different for financial firms?
Where do these facts come from?
FINRA Rule 2210 requires an appropriately qualified registered principal to approve each retail communication before the earlier of its use or filing with FINRA's Advertising Regulation Department, and requires certain retail communications to be filed at least 10 business days prior to first use.
finra.org · read
The source's own words
“before the earlier of its use or filing with FINRA's Advertising Regulation Department”
FINRA Rule 2210 defines a retail communication as any written, including electronic, communication that is distributed or made available to more than 25 retail investors within any 30 calendar-day period.
finra.org · read
The source's own words
“Any written (including electronic) communication that is distributed or made available to more than 25 retail investors within any 30 calendar-day period.”
From 7 February 2024 firms need FCA approver permission to approve financial promotions for unauthorised persons under section 21 of the Financial Services and Markets Act 2000, unless an exemption or the transitional regime applies.
fca.org.uk · read
Read it at the sourceThe FCA reported 19,766 financial promotions amended or withdrawn following its intervention with authorised firms in 2024, up from 10,008 in 2023, alongside 2,240 alerts about unauthorised firms and individuals against 2,286 in 2023.
fca.org.uk · read
Read it at the sourceSEC rule 206(4)-1(b)(3) restricts compensating a person for a testimonial or endorsement where that person is subject to a disqualifying event within ten years; the amended rule was adopted in December 2020, effective 4 May 2021, with a compliance date of 4 November 2022.
sec.gov · read
Read it at the sourceGoogle's Search Quality Rater Guidelines name YMYL Financial Security as a category of topics that could damage a person's ability to support themselves and their families, and apply very high Page Quality rating standards to clear YMYL topics.
guidelines.raterhub.com · read · changes often, check the source
Read it at the source
Whatever it takes to win the answer.
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