How to Evaluate an AI Visibility Agency: The Fintech Buyer's Checklist
Evaluating an AI visibility agency comes down to six questions covering proof, staffing, methodology, evidence, and measurement, scored the way procurement teams score proposals rather than the way marketing teams read portfolios.
The Advice Is Better Than the Evidence
We pulled the sources Google's AI Overview cites for the core agency-evaluation queries on August 3, 2026. Zero of those sources are specific to fintech. Zero mention AEO, GEO, citations, or any AI visibility criterion at all.
Six Questions Every Agency Should Be Able to Answer
1. Named case studies with verifiable numbers. 2. What the AI engines say about the agency. 3. Who actually does the work. 4. A readable methodology before you buy. 5. Evidence supporting the approach. 6. What will be reported and how often.
The RFP Checklist
Pass/fail minimum qualifications: a named case study in a regulated vertical, a written methodology, named key personnel, and references who will be contacted. Then proof, method requirements, and commercial terms.
How to Score the Answers
Demonstrated results 30 points, methodology and measurement 25, staffing 15, evidence of efficacy 10, the agency's own AI visibility 10, cost and commercial terms 10. Cost receives the smallest weight intentionally.
The One-Page Scorecard
Eight rows, one per evaluation question, one column per agency. Print it. Use it in the interviews. Multiply by the weights for a single comparable number, or use the unweighted version most buyers find sufficient.