Your Financial Services competitors are already showing up on ChatGPT. Here's the gap — and how to close it.
We track 781 financial services businesses across 12 cities. The average AI visibility score is 38/100.
Top Financial Services on AISearchHero
We tracked financial services businesses and scored them on AI visibility. Here's who's leading:
| # | Business | AI Score |
|---|---|---|
| 1 | Liberty Tax Service | 60 |
| 2 | TaxPro | 40 |
| 3 | Allstate – Tim Goodman Agency | 40 |
| 4 | Foster & Motley | 39 |
| 5 | Northwestern Mutual | 37 |
Based on AISearchHero data
The Competitive Landscape
We track 781 financial services businesses nationwide across AI platforms. The top-ranked business appears in 0% of AI responses — while the average visibility score sits at just 38/100. The gap between #1 and #5 is 1 points.
Of the 781 financial services businesses we monitor nationwide, only 17 score above 70 on our visibility index. The rest are effectively invisible to AI search.
We rank 781 Financial Services businesses in — see where yours stands.
Check Your RankingFinancial Services AI Optimization Playbook
The businesses that rank highest on ChatGPT consistently do these things:
- 1Optimize your Bing presence by claiming and fully completing your Bing Places for Business listing, since ChatGPT's browsing feature relies on Bing's index.
- 2Implement structured data markup (Schema.org) on your website to help ChatGPT accurately understand and describe your business, services, and location.
- 3Build authoritative backlinks from industry publications, local news, and respected directories so your business appears in the training data and browsing results ChatGPT relies on.
- 4Maintain a complete and accurate Google Business Profile, as third-party aggregators often pull from it and feed that data into sources ChatGPT accesses.
- 5Publish original, well-researched content that directly answers the questions your potential customers ask ChatGPT, increasing the likelihood your site is cited as a source.
How ChatGPT Ranks Financial Services Businesses
ChatGPT pulls from its training data and, for users with browsing enabled, supplements answers with real-time results from Bing Search. Businesses that appear in authoritative web sources and have strong Bing presence are more likely to be recommended.
Common Mistakes to Avoid
Many financial services businesses make these mistakes when trying to improve their AI search presence:
- Focusing exclusively on Google SEO while neglecting Bing optimization, since ChatGPT's browsing capability is powered by Bing rather than Google.
- Using vague or inconsistent business descriptions across web platforms, which causes ChatGPT to produce inaccurate or generic recommendations about your business.
- Failing to publish content that answers specific customer questions, making it harder for ChatGPT to surface your business in response to relevant queries.
- Ignoring third-party review sites like Yelp, Angi, and industry directories that feed into the data sources ChatGPT uses when recommending local businesses.
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