For banks · AI Decision Risk Review

When a small business asks AI which bank to choose, does it choose yours?

A two-week, fixed-price review that shows how often ChatGPT, Gemini, Claude and Perplexity recommend your bank at the moment of decision, which competitors win instead, and what to fix. One bank, one market, US$7,500.

01 Why it matters

Mentioned is not recommended

Business owners now ask AI assistants to compare banks, then question the answer over several turns before they decide. AIVO's study of how AI assistants recommend banks to US small businesses (2,160 conversations across 30 banks, reported by American Banker in September 2026) found a clear gap between the banks AI mentions and the banks it chooses.

Across more than 20,000 multi-turn buying conversations and 200 brands, AIVO measured 87.3% displacement between being cited by an AI assistant and being chosen by it. Brand tracking, search data and AI visibility dashboards do not show this.

02 Scope

What the review covers

Bank and marketOne bank, one country
Customer segmentSmall-business banking
Buying journeys3 to 4 agreed with you, such as opening a business account, choosing a lender or switching banks
AI assistantsChatGPT, Gemini, Claude and Perplexity, run as shopping agents through full multi-turn conversations
RunsEnough repeated runs per journey and assistant to report 95% confidence ranges
Comparison setYour named competitors, plus AIVO's 30-bank benchmark where relevant
03 Deliverables

What you receive

  1. Your AI Win RateHow often each assistant recommends your bank at the decision, with confidence ranges, by journey and by assistant.
  2. Competitor displacementWhich banks win instead, how often, and at which turn of the conversation you drop out.
  3. Reasons you lose, and a fix listWhat the assistants cite, what they cannot find or read, where their information is wrong, and a prioritized fix for each reason, with the team that owns it.
  4. Replays and a findings sessionStep-by-step records of representative runs, a written report for the board or risk committee, and a 45-minute session with the executive who owns the exposure.
04 Timeline

Two weeks from scope to findings

  1. Days 1–2
    ScopeA 30-minute call; journeys, competitors and market agreed in writing.
  2. Days 3–8
    RunsConversations across all four assistants; results checked and confidence ranges calculated.
  3. Days 9–12
    AnalysisDisplacement, reasons lost and the fix list.
  4. Days 13–14
    FindingsFindings session and final report.

No system access, customer data or integration is needed. The review observes only what public AI assistants say. It measures recommendation, not lost customers or revenue; AI answers vary between runs and change as models update, which is why we report ranges and record every run.

05 Price

Fixed price, credited if you continue

ScopePrice
AI Decision Risk ReviewOne bank, one market, small-business segmentUS$7,500
Extended ReviewTwo segments or two marketsUS$12,500

The full fee is credited against AIVO's 90-day improvement program if you start it within 60 days of the findings session. No extra charges for runs, assistants or revisions within the agreed scope. Your results are confidential.

Agree the scope

Tell us your market and main competitors. We reply within one business day and can start within a week.

Get in touch tim@aivocorp.com