If AI isn’t mentioning your firm, you’re invisible at the exact moment prospects are researching.
Most financial firms are flying blind with no baseline, no benchmarks, and no visibility into where they stand.
When investors ask AI about your industry, the firms that appear first gain the early advantage.
Most firms don’t know why or what specific steps will move the needle. Without a clear view it’s easy to waste time.
A clear view of your AI visibility gives you a real understanding of where your firm stands today.
Better insight leads to stronger strategy and better outcomes.
Schedule a Call
Get a clear view of your current AI visibility. See how often your firm is mentioned, in which sub-categories, and where you’re completely missing.
You’ll get a side-by-side comparison of who AI recommends, who it cites as sources, and which firms are gaining visibility in your industry, so you can close the gap fast.
You'll get an action plan built specifically for your firm. Know exactly what to do next to increase AI visibility and strengthen how investors discover your brand.
Pick a time that works for you. You’ll speak with a GK3 AI specialist who understands financial services AND AI.
We will get some quick details about your industry so we can generate an audit aimed at what your firm offers.
We'll then walk you through the findings to make sure every insight is clear and you have a confident plan moving forward.
Michael R. - Head of Marketing
Jennifer T. - COO
Mark S. - SVP Strategy
RIAs, broker-dealers, asset managers, and other financial firms who want to understand how AI currently represents their brand, and how to improve that visibility.
Yes. During our beta program, we’re waiving the fee. This audit is normally priced in the thousands. We’re offering it free for a limited time so we can gather more data, refine the model.
You’ll receive a clear readout of how often AI mentions your firm vs. competitors, which sources it uses, where you’re visible or invisible, plus a prioritized action plan to improve your AI and AEO presence. You can use this internally with marketing, distribution, and leadership teams.
Your time commitment is about 3-5 minutes for the initial call, to get the details we need.
It then takes us a few days to run the audit.
Then another 5-10 minutes to review the results, plan, and answer any questions you may have.
No. We’re not publishing ratings or endorsements; we’re showing how AI currently positions your firm based on publicly available content. The output is for internal insight and strategy, and we’re accustomed to working with compliance-minded organizations.
That’s actually some of the most valuable insight. If AI isn’t mentioning you today, the audit gives you a clear starting point and a practical roadmap to close the gap and build visibility over time.
For most firms, every 3–6 months is the right cadence. That’s enough time for new content and strategic changes to register in AI systems without reacting to short-term noise.
That’s up to you. You’re free to take the insights and execute internally. If you’d like support, our team at GK3 can help with content, digital distribution, and ongoing AI / AEO strategy, but there’s no obligation.
For a limited time, you can get the full AI visibility audit, completely free.
Schedule a quick call with one of our AI specialists, and we’ll handle the rest.