The New Rules of Financial Discovery

How AI Visibility Is Changing Who Gets Recommended, Considered, and Chosen

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About This Report
AI is reshaping how consumers discover, evaluate, and choose financial institutions. In this video, Principal Analyst Tiffani Montez explores how financial services brands can compete for consideration in the age of AI.

AI is reshaping how consumers discover, evaluate, and choose financial institutions. As tools like ChatGPT, Gemini, and Claude become part of the research journey, visibility in AI-generated recommendations is emerging as a new competitive battleground. In this video, Principal Analyst Tiffani Montez explores what this shift means for financial services brands—and how they can compete for consideration in the age of AI.

This video will:

  • Examine how AI is changing financial discovery and consideration
  • Explore why traditional search visibility may no longer be enough
  • Identify what drives AI recommendations and introduce EMARKETER’s AI Visibility Index
  • Highlight how financial institutions can strengthen their visibility in AI systems

authors

Tiffani Montez

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