AI Assistant Audit and Fix Pack for banks and credit unions
AI Assistant Audit and Fix Pack
Thirty minutes. We'll show you what the assistants said in a market like yours.
What ChatGPT, Gemini and Claude told people in Denver. A five-minute read.
- ChatGPT, Gemini and Claude
- Real money questions
- Every quoted rate checked against your own page
- Your offer ranked against your competitors'
- Followed to the page where an account opens
- Fixes as tickets your web team can paste
- Re-run after the fix
- Nothing needed from your systems
People have started to ask. The answer names names.
Most institutions have no number for any of this. The audit's four readings show where you stand. The Fix Pack is the way to a target.
Four readings. Four different problems. Four different fixes.
They don't average into one score, and we won't pretend they do. Each tells you something the others can't.
Visibility
Are you named when the question does not name you?
Being found when someone asks for you by name is easy. Being suggested is the job.
Competitiveness
Does your offer deserve to win, ranked against your competitors?
If it doesn't, the fix is a pricing decision, not a web edit. Vira helps with that one →
Accuracy
Is each rate an assistant quotes the one on your own page?
A wrong rate said in a confident voice is still a wrong rate.
Conversion
Can the person who arrives open an account from that page?
Getting recommended and then landing on a PDF is a very modern way to lose a customer.
The audit tells you which problem you have before anyone spends a dollar on the wrong one.
Most tools count how often you're named. We read the answer.
The audit treats AI assistants as a marketing channel and follows it end to end: from the first mention, to the rate quoted, to the page where an account can be opened.
Every rate is checked against what your site publishes, and against what your competitors publish. That record comes from Vira.
The question
"I have $25,000 in a checking account earning nothing. What should I do with it?"
The answer, in part
Consider a high-yield savings account. Copperline Digital pays 4.20% APY with no minimum. Locally, Larkspur Credit Union offers a 12-month certificate at 4.15%.
What the audit records
Illustrative. Fictional institutions, not a customer's results.
Every finding comes with its fix.
We pinpoint the exact problem, where it is, and the change that resolves it. Specific enough for your web team or agency to make. And if you'd like a hand making it, we'll help.
Then we ask the questions again, so you can see what moved. A finding nobody can act on is just a very well-formatted worry.
Ask. Check. Fix. Ask again.
Real money questions
The questions people actually type, put to ChatGPT, Gemini and Claude.
Against your own pages
What each answer says, set against what you and your competitors publish, and where it sends people.
Fixes, then a re-check
Fixes written out for your team, then the questions asked again.
More than a thousand answers. Three assistants. Three markets.
Read for a paying customer, and turned into fixes its team could make.
What it isn't, on purpose.
Not a mention counter.
A count tells you how often you were named. It doesn't tell you whether being named would have helped.
Not a spot for sale.
We don't sell placement in the answer. If an offer loses, being named more often just means losing more often.
Not one magic score.
Four readings, reported separately. Averaging them would hide exactly the thing you need to know.
Not an autopilot for your website.
Every fix goes to a person, as a ticket, for your team to approve. Your brand stays yours.
Not a one-time scare report.
The questions are re-run after the fixes, so you can see what changed.
Not a systems project.
It needs nothing from your systems. It reads what the assistants say and what your website publishes.
Find out what was said about you.
See how it works
Thirty minutes, live.
Walk through the four questions on a real market, the answers behind them, and what a Fix Pack ticket looks like.
See how it worksAudit your markets
Your markets, your products, your competitors.
Bring whoever has the keys to your website. They'll want to be in the room.
P.S.Someone asked an assistant about money while you read this page. We can't tell you what it said about you. Yet.
What marketing and IT ask first.
Do you need access to our systems?
No. The audit needs nothing from your systems. It reads what the assistants say and what your website publishes.
Which assistants do you check?
ChatGPT, Gemini and Claude.
Can you get us recommended more often?
We can show you why you aren't, and hand your team the fixes. Whether an assistant names you is up to the assistant. Whether you deserve to be named is up to your offer. The audit tells you which one to work on first.
Isn't this just SEO?
Related, but different. There's no results page and no rank to check. The answer names institutions inside a private conversation, and the audit is how you find out what it said.
What if our offer isn't competitive?
Then you'll know exactly where, and what it would take. For each product and market where the offer is what loses, you see the rate it would take to compete and what that move would cost a year. It's a decision for your ALCO, and Vira puts it in front of them, priced and ready to decide.
What do we get?
Where you stand on each of the four readings, the answers behind every score, and what to change to move it: a fix for each finding, written for whoever makes the change. Then we ask again, so you can see what moved.
Questions we didn't cover? partners@audareai.com