Financial Services
Does AI recommend your financial institution or your competitor's?
Customers ask ChatGPT and Gemini which financial services providers to consider. Get a free report that shows where you appear and what to fix first.
Proven in Financial Services
We help financial brands get found and get chosen.
Financial institutions operate in an industry where trust is earned and expectations are high. We've helped Salisbury Bank, Meemic Insurance, and The Hartford navigate that reality.
Getting found is only part of the equation. Once customers reach your website, the experience needs to give them a reason to choose you.
+42%
increase in organic traffic from AI search within 90 days, after applying our AI optimization approach
See howWhy It Matters Now
Do you know what AI says about you?
Most financial marketers don't know what AI says about their institution. A single search won't tell you how consistently you appear, and answers vary by prompt and market. Meanwhile, competitors and review sites could be named in your place.
An institution that has earned its community's trust for decades shouldn't lose a customer to a chatbot answer.
Your Free Report
What Your AI Visibility Report Shows
Four answers to help you understand where you stand.
- 01
Where you appear
How often your institution shows up in AI answers to relevant prompts.
- 02
Who appears instead
What AI recommends instead of you.
- 03
What AI says about you
Whether AI describes you accurately and which pages it cites.
- 04
What to fix first
The top improvements, prioritized by their potential to increase AI visibility.
How It Works
Three steps to your report
- 01
Tell us who you are
Share your institution's name and the markets you serve.
- 02
We do the research
We run the prompts and review the answers.
- 03
You get a ranked report
Your report arrives by email within a few days.
What it costs to be invisible
The Cost of Waiting
When AI recommends another institution instead of yours, you may lose an opportunity to be considered before a potential customer ever reaches your website. Understanding where you stand now gives you a chance to address those gaps.
Get Your Report
See where you stand in AI search
With your report in hand, you'll know what AI says about your institution and which fixes to make first. Get your free, personalized AI Visibility Report.
- Free, with no obligation
- Delivered by email within a few days
- Walkthrough with a Primacy strategist
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