YOUR REPORT IS ON ITS WAY.

The whitepaper you just downloaded shows that 49% of consumers use Google Search to research financial products. But consumer research behavior is shifting. A growing share of financial product research now happens inside AI tools: ChatGPT, Perplexity, Google AI Overviews, and others.

When a potential customer asks one of these tools ‘what is the best local bank near me?’ or ‘should I use a credit union for my auto loan?’ — what do they find? Does your institution appear? Is the information accurate?

We’re offering a complimentary AEO/GEO Audit to qualifying institutions. We’ll assess your institution’s AI visibility — how you appear in AI-generated answers, what information is being surfaced, where the gaps are, and what you can do about them.

It’s free. It takes about 20 minutes on a call. And the findings may be the most important marketing data your institution has seen this year.