Fintech & financial services: how we position your company above the competition in ChatGPT, Gemini and Copilot

Quick answer: no sector is growing faster in AI search than financial services. Entrepreneurs, accountants and managers ask ChatGPT, Gemini and Copilot which payments platform to use, which neobank to choose, where to get credit or which factoring tool fits — and AI answers with 2 to 4 names. Our methodology audits what AI says about your category, why it recommends your competitors, and builds the presence that makes your company the recommended one.

This case shows, with real examples from our methodology, how we work with fintech and financial services companies: payments platforms, neobanks, digital lending, factoring, treasury, automated accounting, insurtech and wealthtech.

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The sector where AI decides fastest

Financial services have a unique combination: high-trust decisions, mandatory comparison, and a buyer who researches everything digitally before opening an account or signing a contract. Exactly the terrain where AI became the first filter.

These are real prompts from the sector:

Who’s asking	Real prompt
Entrepreneur	“Which neobank do you recommend for a company that’s just starting?”
Finance manager	“Compare electronic factoring platforms in Latin America and tell me which one to choose”
E-commerce owner	“What is the best payment gateway for selling online in Latin America?”
Accountant	“Which automated accounting software do you recommend for SMEs?”
Individual	“Where should I invest: a CD, a fund, or an investment app?”

And the behavior has a particularity that multiplies the risk: in finance, AI doesn’t just recommend — it also warns. When AI finds little information about a financial company, its answers turn cautious: “I don’t have enough information about…”, “verify their regulation before…”. For a fintech, that phrase is lethal: distrust is the worst possible positioning in this sector.

Being well cited by AI in financial services isn’t marketing: it’s the legitimacy check your prospect runs before talking to you.

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The competitive analysis: what we actually do

We connect our monitoring tool stack to answer with data:

1. Who does AI cite in your category — and in what tone?

We map 30 to 60 real prompts from your market (recommendation, comparison, costs, regulation, use cases) and run them recurrently across ChatGPT, Gemini, Copilot, Perplexity, Claude and AI Overviews:

Financial prompt	Engine	Your company	Who appears instead
“Best payment gateway for e-commerce in [country]”	ChatGPT	Not cited	Competitor A (1st), Competitor B (2nd)
“Compare neobanks for businesses”	Gemini	Not cited	Competitor C — “the most trusted for SMEs”
“Which factoring platform do you recommend?”	Copilot	Not cited	Competitor D, with your value proposition

2. Why AI recommends them

In finance AI weighs three things above all: clarity of the regulated entity (who you are, what licenses you hold), content that answers comparisons and third-party validation. Our analysis reveals, competitor by competitor:

• Which sources AI uses (their product comparisons, fintech media rankings, user reviews, public documentation, press coverage)
• Which attributes it assigns them (“the most trusted”, “the lowest fees”, “the easiest to use”) — category-defining attributes your product may deserve more than they do
• Which gaps exist — comparisons and buying questions nobody answers well, which are your fastest way into the answers

3. What your customers ask before opening an account

Financial buyers ask AI with very concrete language: fees, disbursement times, requirements, regulation, “is it safe?”, “is it better than X?”. We analyze those real prompts and turn them into the content map your company needs to dominate.

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How we position you above the competition: the methodology

1. Citable content that wins the comparison. Guides, comparisons and product pages that directly answer the questions your prospects ask AI — with the data (fees, requirements, timelines) and the structure engines need to cite you as a source. Delivered ready to publish.

2. Entities and digital authority. We structure the presence of your company and each product (what it is, who it’s for, regulation, backing) so AI identifies you, classifies you correctly and talks about you with certainty — not with caution.

3. External signals. The exact content and hashtags for your channels, fintech directories and sector media — the places where AI crawls for validation about financial companies.

4. Continuous measurement. Monthly monitoring: which prompts you appear in, in what tone AI describes you, against whom, and how it evolves. Clear, actionable reports — no black boxes.

The before and after

Today — without AI visibility: “Which [your category] platform do you recommend for an SME?” → AI names three competitors, with their sources. Your company doesn’t appear — or worse: it appears with caution. The prospect opens an account elsewhere.

With Kanalytics — cited as the reference: → AI names your company, with your real attributes (“regulated, with the lowest fees in the segment and 24-hour disbursement”) and your site as the source. The prospect reaches sales already convinced.

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What the conversation with you would look like

With fintech teams we don’t show up to explain what an LLM is: we show up to show numbers from their own funnel. We start by understanding their acquisition — how much weight paid media carries, what a CAC costs today, what percentage of pipeline comes through channels they don’t control.

Then we show you what we found: what AI answers in your category’s comparisons, who is winning those answers and with which attributes. And the question that frames the conversation: if AI is today the biggest influence on B2B vendor shortlists and your category is among the most queried, how much of the CAC you’re paying would be solved if AI recommended you for free, every single day?

Our stance: we teach you something about your market that your dashboard doesn’t show (who wins AI answers and why), we connect it to your product (your features, your fees, your niche) and we give you control (a PDF diagnosis that is yours, whatever you decide).

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Why moving now is worth double in this sector

1. Financial AI search growth is the highest of any industry — app downloads tied to “AI” searches in financial services grew over 500% year over year. Your prospect is already there.
2. Trust attributes consolidate. The fintech that today gets registered as “the most trusted for SMEs” accumulates that label answer after answer. In a sector where trust is the product, that asset is priceless.
3. The channel is free and your competition pays for everything. While your competitors burn CAC on paid media, position in AI answers works 24/7 with no cost per click.

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Start with the diagnosis

Within 48 hours we deliver:

• Your visibility score across ChatGPT, Gemini, Copilot, Perplexity, Claude and AI Overviews
• The competitors currently occupying your place in your category’s answers, and the sources AI uses to recommend them
• The concrete opportunities in your niche, ranked by impact
• The diagnosis as a PDF — yours, whatever you decide

Request your free audit →

One 30-minute session. No cost, no commitment. If there’s no clear opportunity for your company, we’ll tell you that too.