FIELD NOTES
Field Notes
Tactical guides, observations from client work, and notes on the AI search shifts reshaping fintech vendor selection.
The Myth of a Single AI Visibility Score
Five fintech platforms, four AI engines, two measurement systems. Each metric told a different story. There is no single AI visibility score.
Read →How to Evaluate an AI Visibility Agency: The Fintech Buyer's Checklist
Six questions, an RFP template, a scoring matrix, and a printable scorecard. Evaluate AI visibility agencies the way procurement teams evaluate proposals.
Read →How to Rank in ChatGPT: What Actually Gets Your Company Cited
You do not rank in ChatGPT, you get cited. The mechanism behind AI citations, the six moves that earn them, and why schema alone won't.
Read →How Fintech Buyers Use ChatGPT to Evaluate Vendors
AI is becoming the first vendor shortlist in fintech. Why incumbents get named, how smaller fintechs break in, and what to measure.
Read →AI SDR for Fintech: Outbound Built for Revenue and Regulation
Why generic AI sales automation fails in regulated fintech environments and what precision-built systems do differently.
Read →Private Language Models for Regulated Organizations
When and how regulated fintech organizations deploy private language models for compliance, data security, and internal workflows.
Read →NEXT STEP
See where AI search is leaving you out.
Before our first call, we audit your category queries across ChatGPT, Gemini, Claude, and Perplexity. You see the gap before you spend anything.