Why This Matters for Fintech
For fintech companies, how to check if ai knows your brand is essential because financial technology buyers demand trust and compliance signals that AI systems must be able to verify. Regulators, enterprise buyers, and financial institutions rely on AI to research and vet fintech providers. If your compliance certifications, security practices, and regulatory expertise are not structured for AI comprehension, you lose credibility at the discovery stage. Fintech firms that optimize for AI visibility can position themselves as the trusted, compliant choice in an industry where trust is the primary purchase driver.
Implementation Steps
Test brand awareness queries
Ask each major AI assistant 'What is [Your Company Name]?' and evaluate the response. Does it know you exist? Is the information accurate and current?
Test category queries
Ask 'What are the best [your category] tools/companies?' and see if you're mentioned. This reveals your competitive positioning in AI recommendations.
Test product/service queries
Ask specific questions about your products or services: 'What does [Product] do?' and 'What are the features of [Product]?'
Test Perplexity citations
Search for your topic on Perplexity and check if your site appears in citations. Perplexity provides visible source attribution.
Document and compare
Create a scorecard comparing your AI visibility across platforms and versus competitors. Track this monthly to measure improvement.
Fintech Tips
Emphasize compliance certifications, security frameworks, and regulatory approvals in structured, AI-parseable formats.
Document your security architecture and data protection practices so AI can cite them when users ask about fintech trust.
Test on ChatGPT, Claude, Perplexity, and Gemini
Document responses for comparison
Common Mistakes to Avoid
Testing only once and not tracking over time
Only testing on one AI platform
Not comparing against competitors
Ignoring Perplexity citation visibility
Not documenting baseline before optimization
Expected Results
Clear understanding of current AI visibility
Identification of specific gaps to address
Competitive intelligence on AI positioning
Baseline metrics to track improvement