Get your financial services recommended by ChatGPT.
Consumers now turn to AI for recommendations, not Google.
We built Sagentel to give consumer finance brands clear data on how they appear in AI-generated answers, so they can take informed action to improve rankings and reach the right customers.
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Trusted by 130+ leading brands
Features to help you master AI visibility
Everything you need to understand, track, and optimize your financial brand's visibility in AI-powered loan and credit search.
Measure Your Visibility in AI-Driven Finance Searches
Understand how AI models present your lending products when consumers ask about mortgages, personal loans, and credit options.
Rank #1 with guidance from the top AI experts
Leverage AI insights and human AI finance-focused experts to identify exactly what to fix, improve, and implement to increase AI recommendations.
Compare your AI presence against competing lenders
Understand how banks, fintechs, and alternative lenders outperform you in AI-generated responses.
Test and Improve How AI Explains Your Financial Products
Ensure AI models describe your loan products accurately, compliantly, and competitively.
Frequently asked questions
How do I get started with Sagentel?
Provide a link to your financial service company or domain. Sagentel automatically maps relevant AI questions related to personal loans, mortgages, credit cards, and other financial products. An AI search expert will then review and refine these queries to focus on high-impact opportunities for improving your brand's visibility in AI-driven finance searches.
How does Sagentel improve AI rankings?
Sagentel combines AI-driven analysis with human expertise to:
- Detect visibility gaps in AI answers for financial products (e.g., personal loans, mortgages, credit cards)
- Identify missing content, signals, or sources related to your financial offerings
- Provide actionable recommendations specific to finance queries
- Help implement changes that directly increase your brand's citations, mentions, and recommendations in AI-generated financial answers
What is Expert-Led Implementation?
Expert-Led Implementation means you're not left guessing. An AI search expert actively helps apply changes to your financial website that improve visibility, citations, and recommendations in AI-generated answers about loans, mortgages, and other financial products - based on proven strategies that work across AI models.
What is Visibility Gap Detection?
Visibility Gap Detection automatically pinpoints where your financial services brand is:
- Missing entirely from AI-generated answers related to loans, mortgages, or credit products
- Mentioned less prominently than competitors in financial search results
- Losing ground on high-intent queries like "best mortgage rates" or "personal loan eligibility"
This shows exactly where ranking improvements will have the biggest impact in increasing visibility for your financial products.
How does Sagentel identify what to fix?
Sagentel analyzes AI answers to understand:
- Which financial brands or lenders are preferred by AI models
- What content formats work best for explaining loan options, rates, and eligibility
- Which authoritative sources AI models trust in finance-related queries
- Why competitors outperform you in high-intent finance searches
From this, we generate prioritized recommendations that go beyond generic advice.
What kind of recommendations does Sagentel provide?
You get clear, actionable recommendations, such as:
- What pages or financial content to create or improve (e.g., mortgage calculators, loan comparison pages)
- How to structure your financial content for better AI parsing (e.g., eligibility criteria, loan types)
- Which authoritative financial sources to target (e.g., trusted news outlets, financial comparison sites)
- Which trust signals to strengthen for better AI recommendations (e.g., compliance, customer testimonials)
Each recommendation is directly tied to improving your AI rankings in the competitive finance space.
Which AI platforms does Sagentel optimize for?
We track visibility across major AI platforms like ChatGPT, Google Gemini, and Perplexity, along with their various models. We can add other platforms on request (e.g., Grok, Claude, Deepseek, etc.), to ensure your financial services are visible and ranked in the most relevant AI-driven answers.
