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AI Visibility Audit
An assessment of your bank's content, trust signals and technical health, how AI describes you today, and a prioritized plan to improve visibility for your key products.
Customers are asking AI which bank to choose. We help your products earn a place in those answers, with content built for a regulated industry.
We fix the product, rate and branch pages that Google, ChatGPT, Perplexity and AI Overviews read, prepare content for your compliance team to review, and track where AI names your bank. For one of the 20 largest US banks, AI Overview visibility grew 8x.
Results for one of the 20 largest US banks.
Where we track your bank
AI OverviewsAI Mode
ChatGPT
Gemini
Perplexity
Copilot
Claude
GrokThese are the gaps we see across financial institutions that are still set up for traditional search while more of their customers' questions go to AI.
Rates, eligibility and fees sit below brand language, so AI may quote a page that states them plainly.
Questions about comparing, qualifying and safety get answered by publishers instead.
Several pages target the same query, so search engines split their signals between them.
Content about money carries no named expert, update date or primary source.
Rates sit in images or PDFs, content needs JavaScript, or AI crawlers are blocked.
Comparison sites, press and Wikipedia describe your products, and AI may repeat their version.
Each part of our SEO and AI search work for banks has a clear deliverable, scoped to the products you sell and measured against accounts opened, applications filed and forms submitted.
An assessment of your bank's content, trust signals and technical health, how AI describes you today, and a prioritized plan to improve visibility for your key products.
A content plan for each product line, covering the pillar page, the supporting pages and the publishing order by business value.
Rewritten product and rate pages with rates, fees and eligibility in readable text, product schema and one clear next step.
Guides, comparison pages and safety pages written for each step a customer takes before applying.
Author pages for your named experts, a primary source behind every rate and rule, and drafts ready for compliance review.
A technical fix list and its implementation, so search engines and AI crawlers can reach and read every priority page.
A page and an accurate Google Business Profile for every branch, kept in line with your site.
A map of the comparison sites, press and profiles AI quotes about you, and the work to keep your product facts consistent there.
A monthly report on AI mentions, citations and referrals by platform, tied to accounts opened and applications filed.
For SEO and AI search outside banking, see our general SEO & AI Search service.
Our strategists lead your bank's SEO program, using specialist AI agents to support research, drafting and technical checks. For your bank, priority pages move from brief to review in less time, and every draft reaches your reviewers with its sources attached.
We test the questions customers ask about your products and branches, then show which answers name you, which name a competitor and which pages to fix first.
Visibility You Can Tie to Applications
AI mentions and citations are reported next to the accounts opened and forms submitted they lead to, so marketing can make the business case.
Drafts Your Reviewers Can Check
Every claim arrives with its source and rate and fee language is flagged, so your compliance team reviews from a clean draft.
A Senior Strategist Leads Your Account
A senior strategist in New York leads your account, works with your team during business hours and answers for the plan.
Search, Paid and Analytics on One Plan
Page changes, tracking and campaigns are planned by one team, so search work and paid media use the same data.
Proven AI Search Work in Banking
We have built AI search programs since 2019. Our program for a US bank won Best Use of AI in a Client Campaign at the US Agency Awards 2025.
A Connecticut mutual bank asked CB/I Digital to run SEO and paid media around the launch of its new website.
"CB/I Digital have been executing SEO and paid advertising campaigns for Union Savings Bank, and we are delighted with the results. CB/I team has deep digital expertise, is action-oriented, and very dedicated to deliver great work. We look forward to continuing our digital success with them."
MELISSA R. MACCAULL
VP/Director of Marketing - Union Savings Bank
The questions to put in an RFP, and what a complete answer to each one includes.
Read the article →
How to see which AI answers name your bank today, product by product.
Read the article →
How Regulation DD, Regulation Z and UDAAP apply to pages written for AI search.
Read the article →Proof on a regulated site, a clear way to measure AI visibility, and a team that has worked with compliance reviewers before. Ask for results with a period and a baseline, and ask who runs the account day to day.
Classic SEO earns a position in the list of results. AI search earns a mention or a citation inside the answer, which depends on whether your page states the fact plainly and whether other sites agree with it. Rankings still matter, because Google's AI features draw on pages in its search index.
It depends on how many products and branches you market, the state of your templates, and how many review rounds your content needs. We scope after the audit, so the proposal is based on your site.
Your compliance team approves every page before it goes live. We mark each claim with its source and flag rate, fee and eligibility language, so reviewers can see where each statement comes from.
No. We can run the AI search work alongside an existing agency and share findings in a format they can act on. Where the two scopes overlap, we agree who owns each task before work starts.
An AI answer can change soon after a page is fixed and recrawled, while rankings for competitive product terms take longer. No agency controls what an AI system cites, so we report early signals such as crawling, indexing and first mentions from the first month.
Tell us which products matter most this year. We will show you where AI answers stand today and what we would fix first.
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