AI search analytics for finance and insurance firms
See how AI answers describe your finance or insurance firm.
Review how your business and service scope are described. Keep product suitability, individual advice and financial promotions with your responsible team.
Suggested prompts are not measured search demand.
Finance and insurance
Where can I find a financial advice firm’s services?
Where can I find a mortgage broker’s service information?
Which brokers publish business insurance service details?
Where can I find a business finance firm’s services?
Which tools help businesses organise payment records?
Carqo wrote these as illustrations. They are not recorded AI answers, real customer questions or measured search demand.
Business type
Financial advice firms
Check your public service scope, client enquiry routes and factual business descriptions.
Keep advice out of the example.
Do not turn illustrative questions into recommendations for a product, provider or personal financial decision.
Example questions
- Where can I find a financial advice firm’s services?
- Which firms explain their initial meeting process?
- Where are an adviser’s business details published?
Facts to check
- Service scope
- Describe the firm’s public service scope without recommending a product or personal decision.
- Public business details
- Check business information against the firm’s current disclosures.
- Initial meeting process
- Explain the first meeting without implying that advice or an engagement has begun.
Business type
Mortgage brokers
Review how AI answers describe your service, enquiry process and the public information you provide.
Review every product statement.
Keep individual eligibility and product recommendations with your responsible team. A business description does not establish access to a mortgage.
Example questions
- Where can I find a mortgage broker’s service information?
- Which brokers explain their appointment process?
- Where are a brokerage’s contact details published?
Facts to check
- Service description
- Use the brokerage’s own service description without inferring product access or eligibility.
- Appointment process
- Explain how to request an appointment.
- Published disclosures
- Keep current disclosures attached to any description that relies on them.
Business type
Insurance brokers
Review public descriptions of the cover areas you discuss and how customers contact your team.
Distinguish a service from cover.
Check that an answer does not present general service information as confirmation of policy terms or a customer’s insurance cover.
Example questions
- Which brokers publish business insurance service details?
- Where can I find a broker’s enquiry process?
- Who explains the scope of their insurance brokerage?
Facts to check
- Business specialisms
- Name the business areas your brokerage describes.
- Service boundaries
- Distinguish a brokerage service from the terms of an individual policy.
- Enquiry routes
- Show how an enquiry reaches the right team without implying cover has been arranged.
Business type
Commercial finance firms
Review descriptions of your commercial finance services and the information published for enquiries.
Keep funding claims with your team.
An AI answer does not establish eligibility, funding availability or a decision. Review any financial promotion through your existing process.
Example questions
- Where can I find a business finance firm’s services?
- Which firms explain their commercial enquiry process?
- Where are the firm’s public business details?
Facts to check
- Service boundaries
- Describe the firm’s role without making a funding or eligibility statement.
- Enquiry requirements
- Explain the information requested in your enquiry process.
- Published disclosures
- Use the current disclosures relevant to the service.
Business type
Fintech companies
Review how AI answers distinguish your software, its users and any services provided by other firms.
Separate software from regulated services.
Attribute each activity to the correct provider. Do not imply permissions or financial services your business does not hold.
Example questions
- Which tools help businesses organise payment records?
- Where can I find this product’s documented functions?
- Who provides the underlying financial service?
Facts to check
- Software functions
- Name the documented software functions.
- Provider roles
- Attribute each financial service to the provider that delivers it.
- Product boundaries
- Separate the software’s capabilities from permissions held by another business.
Your first review
Keep the question, answer and source together.
Start with an example above and adapt it to your own services and location. Compare the answer with the facts your business can confirm.
A mention names your business. A citation links to a source. Neither establishes a website visit, enquiry or sale.
Visit figures require connected analytics. Without a connection, the figure is not connected rather than zero.
How Carqo works
You connect your website, review what AI search says and receive drafts for your next steps.
Carqo checks the facts
Facts are checked against their source where Carqo holds one. Conflicts and out-of-date facts are flagged to you.
Carqo shows where AI search mentions you
It follows your customer prompts and shows what the answers said about your business.
You decide what to do with each draft
A person on your side reviews each draft and decides whether to use it.
Before you begin
Common questions
Does Carqo give financial advice?
No. Carqo does not give financial advice or assess product suitability. Any financial promotion needs its own review under the rules that apply.
Does this page confirm an industry integration?
No. These are examples of reviewing public business information. An industry page does not establish a connection to your booking or operational systems.
Will Carqo change my website?
Carqo agents never write to your website. Your team reviews and publishes each change through your own process.
Does a page change mean an AI answer will change?
No. AI services decide what their answers include. Review later observations without assuming that your edit caused a difference.
Does Carqo give financial advice?
No. Carqo does not give financial advice or assess product suitability. Any financial promotion needs its own review under the rules that apply.
Does this page confirm an industry integration?
No. These are examples of reviewing public business information. An industry page does not establish a connection to your booking or operational systems.
Will Carqo change my website?
Carqo agents never write to your website. Your team reviews and publishes each change through your own process.
Does a page change mean an AI answer will change?
No. AI services decide what their answers include. Review later observations without assuming that your edit caused a difference.
Start with your website
See what your first review finds.
The free report has its own collection method and limits. Read them before you begin.