AI Visibility & Answer Engine Optimisation

When a borrower asks an AI which lender to trust, you should be the answer.

A growing share of loan research never touches a results page. Borrowers ask ChatGPT, Gemini, Perplexity and Google's AI Overviews which lender has the lowest rate, the fastest disbursal, the cleanest fee structure — and the assistant names one or two brands. We make sure yours is named, described accurately, and cited with a link back.

  • Lending & fintech only
  • Looker Studio reporting
  • RBI-aware creative

No cost, no obligation — a written audit within 5 working days.

Funnel snapshot

Live
  • AI share of voice34%
  • Prompts citing the brand+128
  • Factual errors corrected17

Illustrative movement across a 300-prompt set over 6 months

9 mo

Typical time to compounding organic growth

−38%

Median drop in cost per approved application

100%

Dashboards owned by the client

Why AI visibility now

There is no page two in an AI answer

Ranking fourth on Google still earns clicks. Being the fourth-best source for an AI assistant earns nothing — the answer cites one to three brands and stops. For lenders, that shift is happening on exactly the high-intent questions that used to feed the top of the funnel.

01

Named in the answer, not the footnotes

AI assistants surface one to three lenders per question. We work to make you one of them for the borrower questions that precede an application.

02

Demand you can't see in Search Console

A growing share of research now happens inside assistants that send no referrer. Prompt-set tracking gives you visibility into that dark funnel.

03

Wrong facts corrected

Outdated rates, discontinued products and misattributed charges get repeated confidently by models. We find and fix the sources feeding them.

04

A defensible early position

Very few Indian lenders are optimising for retrieval today. Entity authority built now is expensive for a competitor to displace later.

05

Higher-intent traffic

Visitors arriving from an AI citation have already been pre-qualified by the assistant, and convert at materially better rates than cold search clicks.

06

Reused across every channel

The structured data, definitions and comparison assets built here also lift classic SEO, rich results and voice results.

Talk to a lending specialist

Want to know what AI assistants say about your lending brand today?

We'll run a sample borrower prompt set across ChatGPT, Gemini, Perplexity and AI Overviews and send you the verbatim answers — including anything they get wrong.

  • A specialist reviews your funnel, not a template
  • Written findings you can act on with or without us
  • Reply within one working day

The gap

The AI visibility gap in lending

Almost every lender we audit shows the same five patterns — and each one hands the answer to a competitor.

What usually happens

  • AI and retrieval crawlers blanket-blocked at robots.txt or the CDN.
  • Rates, fees and eligibility buried in images, PDFs or JavaScript-only tables.
  • No structured data, so assistants cannot tell products from blog posts.
  • Brand described inconsistently across directories, so no clear entity forms.
  • Nobody has ever checked what the assistants actually say about the brand.

How we run it

  • Deliberate crawler policy, plus llms.txt and agent-readable sitemaps.
  • Fee, eligibility and documentation data in clean, quotable HTML.
  • Full Service, Product, FAQPage and Organization schema coverage.
  • One consistent entity across every source a model is likely to read.
  • A tracked prompt set with monthly share-of-voice and accuracy reporting.

Capabilities

What the engagement covers

AI answer audit & prompt tracking

A 100-300 prompt borrower-intent set run across ChatGPT, Google AI Overviews, Gemini, Perplexity and Copilot on a fixed schedule — logging mentions, citations, accuracy and which competitor takes the answer when you don't.

Machine-readable content & schema

Eligibility criteria, fee tables, documentation lists and FAQs marked up with Service, FAQPage, Organization and Product schema so retrieval systems can lift them cleanly.

Quotable answer assets

Short, definitive, citable passages for the questions borrowers actually ask — written so an assistant can quote you verbatim without hedging.

Entity & knowledge-graph authority

Consistent brand entity across your site, Wikidata-class references, directories, aggregators, review platforms and the third-party pages models trust when describing an Indian lender.

AI crawler & access governance

robots.txt, CDN and WAF rules reviewed so the retrieval agents you want are allowed, plus llms.txt, llms-full.txt and agent-readable sitemaps published and maintained.

Citation reporting & remediation

A live Looker Studio view of share of voice, citation rate, sentiment and factual accuracy — with a monthly remediation queue for every misstatement found.

Process

How the work runs

  1. 1

    Baseline the answers

    We build the prompt set with you, run it across every major assistant, and record exactly what is said about you and your competitors today — including the errors.

  2. 2

    Fix the retrieval substrate

    Crawler access, schema coverage, entity consistency, llms.txt and site structure corrected so your own pages can actually be read and quoted.

  3. 3

    Publish the answer layer

    Quotable definitions, comparison tables and fee/eligibility data shipped for the highest-value borrower questions, in English and Hindi where it matters.

  4. 4

    Earn third-party citations

    Placement and correction work on the aggregators, review sites and editorial sources the models lean on when they describe lenders.

  5. 5

    Re-run, trend, remediate

    The same prompt set re-runs monthly. Movement in share of voice and citation rate is trended, and anything inaccurate goes into the remediation queue.

Deliverables

Included every month

Scope is set after the audit. This is the standard shape of an AI visibility retainer.

  • Borrower-intent prompt set built and maintained with you
  • Monthly prompt runs across ChatGPT, Gemini, Perplexity, Copilot and AI Overviews
  • Share of voice, citation rate, sentiment and accuracy scoring
  • Schema and structured-data implementation and QA
  • Quotable answer assets for priority borrower questions
  • Entity consistency and knowledge-graph corrections
  • Third-party citation placement and factual remediation
  • AI crawler access review, llms.txt and agentic sitemap upkeep
  • Hindi and English answer coverage where the audience needs it
  • Live Looker Studio AI visibility dashboard
  • Monthly review with a prioritised remediation queue

Reporting

Your live AI Visibility dashboard, in Looker Studio

Every engagement includes a dedicated Google Looker Studio (Data Studio) dashboard. It refreshes automatically, is shareable with your board, and shows exactly what your ai visibility investment is producing — down to cost per approved application.

AI Visibility Performance — Looker Studio
Last 30 days Auto-refresh Shared

AI share of voice

34%

+19 pts

Citation rate

21%

+13 pts

AI-referred applications

386

+64% MoM

Avg. brand position in answer

1.8

+2.4 places

Prompts tracked300+120
Prompts citing brand102+128%
Linked citations64+41
Answer accuracy91%+22 pts
Positive sentiment78%+14 pts
Factual errors open3−14

Approved applications — rolling 10 months

Monthly approved-and-disbursed volume, attributed by first and last touch.

Funnel stage conversion

  • Prompts in tracked set300
  • Brand mentioned102
  • Cited with a link64
  • AI-referred sessions4,180
  • Applications started386

Share of voice by assistant

  • Google AI Overviews41%
  • ChatGPT33%
  • Perplexity26%
  • Gemini22%
  • Microsoft Copilot17%

Prompt cluster performance

Best personal loan lenders58 prompts37% cited
Interest rates & hidden charges74 prompts29% cited
Eligibility & documents needed81 prompts24% cited
Is the lender RBI-registered / safe42 prompts48% cited
Gold loan vs personal loan45 prompts18% cited
Data sourcesGA4Search ConsoleGoogle AdsMeta AdsCRM / LOSCall tracking

Illustrative dashboard layout. Your live report is built on your own data sources and shared with your team on day one of the engagement.

Always live

Connected directly to Search Console, GA4, Google Ads, Meta, and your CRM — no hand-built spreadsheets, no month-end wait.

Board-ready

One blended view of spend, leads, approved applications, and cost per approval — the numbers your leadership actually asks for.

Yours to keep

You own the dashboard and its data sources. Access stays with you whether or not the engagement continues.

Want to see this dashboard populated with your numbers? The free Growth Audit includes a sample report built on your live data sources.

Get your Growth Audit

Proof

What this looked like for a consumer lender

Engagement 031: an app-first NBFC that was mentioned in 42 of 300 tracked borrower prompts and cited with a link in 11 — while assistants repeated a processing fee it had scrapped 14 months earlier.

5.8×

Prompts citing the brand with a link (11 → 64)

+19 pts

AI share of voice vs. 6 competitors (8% → 27%)

−86%

Answers containing a factual error (21 → 3)

Full baseline-vs-current table, metric assumptions, sanitised evidence, what didn't work, and a downloadable NDA-safe PDF summary are on the Engagement 031 case study.

Free prompt visibility check

See what assistants say about your brand today.

We run a sample of borrower prompts across the assistants you pick, then send you the verbatim answers, whether you were cited, who was cited instead, and every factual error we spot about your rates or eligibility.

Assistants you want checked

We use your details only to run and return this check. No spam, no list sharing.

FAQ

Frequently asked questions

Talk to a lending specialist

Find out whether AI assistants recommend you or your competitor.

The audit includes a live prompt run, the verbatim answers, every factual error we find, and the fixes that close the gap.

  • A specialist reviews your funnel, not a template
  • Written findings you can act on with or without us
  • Reply within one working day