AGI Search Labs

Industries · Financial services

Business owners ask AI where to bank and insure. Be the answer, accurately

“Best business bank for equipment financing in Wisconsin” is now an AI question. For regulated firms, being named is only half the job. What the AI says about your products has to be right.

What your buyers are asking AI

Real-world examples of the prompts we test. In your audit we build 40 or more like these from your actual services and regions, then run each one on six AI assistants.

Why financial services companies get skipped

The patterns we see most often. Each one is fixable.

Product details live in PDFs

Rate sheets, fee schedules and disclosures in PDFs are hard for models to use, so they fall back on third-party summaries that may be outdated.

AI repeats stale terms

An old rate or a discontinued product showing up in an AI answer is a customer-experience problem and a compliance problem.

Local strength isn't visible

Community institutions often lose to national brands simply because their local expertise and lending focus aren't stated clearly.

Review cycles slow updates

Compliance review is necessary, but without a workflow, pages go stale and AI keeps citing the old version.

What we fix, and build ourselves

  • Product pages in HTML with clear eligibility, use cases and dated terms
  • Organization and FinancialProduct schema, with consistent data across directories
  • Monthly AI accuracy monitoring for rates, products and disclosures
  • A compliance-friendly content workflow with approvals built in
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Common questions

How do you handle compliance review?

Every page and change is routed through your compliance team before it goes live. We write factual, specific content designed to pass review, and we keep an audit trail of what changed and when.

Can you stop AI from quoting outdated rates?

No one can edit an AI model directly. What works is removing or updating the stale sources it's drawing from, publishing clear, dated information on your own site, and tracking the answers monthly until they change.

See what AI says about you today

The free Agent Blindness Report runs prompts like these for your company and your competitors, and shows what it costs you. Delivered in 48 hours.