AI visibility audit

Are you visible when business owners ask AI for business answers?

What is an AI Visibility Audit?

An AI Visibility Audit is a structured review of how easily AI search engines can find, interpret, cite and recommend your bank or credit union. This includes:

  • Testing the questions prospective business customers are asking and assess whether your institution appears in the answers.
  • Examining the website, content, technical structure, local signals, product journeys and competitor landscape to identify why your institution is, or is not, being cited.

Make your institution easier to find, understand and recommend.

Request an AI Visibility Audit
What the audit assesses
AI search visibility

We test relevant prompts across major AI search and answer platforms. Queries are tailored to your products, location, audience and growth priorities. The report records whether your institution is cited, mentioned or recommended and and identifies which organizations appear instead.

Traditional search visibility

Interactive tools lift engagement and expose morevisitors to your lending and business product pages.

Competitor visibility

The audit identifies the banks, credit unions, publishers and comparison websites occupying the space your institution could own.

Content coverage

We examine whether your website provides useful answers across the customer journey. We identify missing topics, guides, definitions, FAQs, comparisons and decision-support content.

AI-readable structure

Good information is not enough. It also needs to be structured so search engines and AI systems can understand it. The audit reviews elements such as direct-answer content, question-based headings, FAQ sections, step-by-step explanations, internal links, article markup and local service information.

Local visibility

We examine whether your site clearly connects business products with the cities and communities served, important local industries, community partnerships, local business organizations and regional economic needs.

Calculators and interactive tools

We assess whether your site includes relevant tools such as business loan repayment calculators, borrowing-capacity tools, break-even calculators, cash flow forecasts, line-of-credit tools, equipment finance calculators and business planning tools.

What you receive

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Executive scorecard
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Live query testing
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Website and content gap analysis
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Competitor comparison
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Priority recommendations

Make your institution easier to find, understand and recommend.

Request an AI Visibility Audit

FAQs

Q
Is this the same as an SEO audit?

No, the audit focuses on how your institution appears within AI-generated answers as well as conventional search results. It reviews answer quality, topical coverage, citation potential, local relevance, structured content, tools and customer journeys, not only keywords and rankings.

Q
Can you guarantee that ChatGPT or Google AI will cite us?

No reputable provider can guarantee inclusion in an AI-generated answer. AI platforms change their sources and responses regularly. The audit identifies the factors your institution can control and recommends changes that may improve the likelihood that your information is found, understood and cited.

Q
Do we need to rebuild our website?

Usually not. Many high-priority improvements can be made within an existing website by strengthening product pages, adding FAQs, improving page structure, publishing supporting content and connecting relevant tools. The audit distinguishes between immediate improvements and changes that may require development work.

Q
Is the audit only for business banking?

The initial service is designed around small business and commercial banking because these customers ask complex, high-intent questions before choosing a financial institution. The same methodology can also be applied to selected consumer banking, mortgage and financial education topics.

Q
Which competitors will you assess?

We select competitors based on your service area, products, institution type and the organizations appearing inlive search results. This may include local banks, regional banks, creditunions, national lenders, fintech companies and major financial informationwebsites.

Q
How many searches do you test?

The number depends on the agreed audit scope. The test set is developed around your priority products, locations andtarget customers rather than relying on a fixed list of generic banking prompts.

Q
Can our marketing agency or website team use the report?

Yes. The report is designed to be actionable for marketing, digital, content, compliance, IT and external agency partners. Recommendations include sufficient detail to help teams understand the issue, priority and intended outcome.

Q
Can you produce the missing content?

Yes. After the audit, The Small Business Company can create the recommended AI-enabled content, articles, FAQs, guides, product-page content, calculators and customer tools as a separate implementation project.

Talk to Us

Let's discuss your needs

No obligation. Book a meeting to talk about your AI Visibility Audit.

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

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Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

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Calculators

Our interactive financial calculators are designed specifically for banks and financial institutions that want to add real, practical value to their digital channels.

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Articles

Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

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E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

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Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

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Templates

With interactive downloadable templates in your website, you’ll increase engagement time and brand awareness.

DEMO

Ready to Enhance Your  Content Offering?

We offer free 30 minute demos so you can see our
collection of tools and content