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Regulatory reporting leads and CFOs ask AI assistants which tools will automate returns across regulators and get the data right the first time. We work on what those answers say about your product, and whether they name it at all.
Updated
“Which regulatory reporting tool can a mid-size bank use for returns to more than one regulator, with checks before submission?”
“Vendor A and Vendor B cover several regimes with built-in validation. Vendor C costs less but covers fewer regulators…”
Placeholders, not real vendors or results.
Buyers type a few words into a search box. In an AI assistant they describe their situation: the regulators they answer to, the countries they operate in, the size of the team, the systems their data lives in. Each detail narrows the shortlist, and each one is a fact the answer has to get right about you.
In a search box
In an AI assistant
Example questions, written to show the shape. Vendor names are placeholders.
The paid audit and every monthly check record how each engine describes you, not only whether it names you. For a regulatory reporting tool, these are the details a buyer compares.
Buyers name their regulators in the question. An answer that leaves one of yours out drops you from it.
Where data comes from, lineage and reconciliation. Buyers ask whether you sit on their warehouse or need your own.
Taxonomy and template updates, and how fast they reach customers. Buyers ask this because a missed change is a late return.
Validation, sign-off and the audit trail behind each figure. The answer should describe what happens before you file.
Banks, insurers, asset managers and payment firms report to different regimes, and buyers name their firm type in the question.
Engines that search the web show their sources. For your own questions, the baseline records which of these each engine used, so the work goes where your answers come from.
The same four steps run on every retainer. The plan you pick sets how many questions we track and how much work ships each term.
We build the questions regulatory reporting leads and CFOs ask, with you: 100 or 150 depending on the plan, mostly unbranded, grouped into clusters by regime, firm type and stage. You approve them before anything runs.
Every question runs on ChatGPT, Claude, Perplexity, Microsoft Copilot and Google (AI Overviews, AI Mode and Gemini). We record who gets named, how each engine describes the regimes you cover and how you handle data, and which pages it cites.
A written estimate of what the scope can move by day 90, as ranges per cluster and engine. The scope is locked with it.
Comparison and alternatives pages, revamps of regime and product pages you already have, corrected review profiles, placements on the pages engines cite, and community work. Each month end is measured against the forecast.
If we work with one regulatory reporting vendor, we don't take its direct competitor, so we are never chasing the same citations for two of you.
Nobody controls what the engines say. You get a measured baseline, a written forecast and a monthly check that shows a flat month as flat.
Compliance buyers check every claim, and nothing about a regulation ships unless your own experts have signed it off. We interview your product lead at the start, then for 30 minutes a month, and you approve every brief.
Example questions are illustrative.
It is how often, and how accurately, AI assistants such as ChatGPT, Claude, Perplexity, Microsoft Copilot and Google's AI features name your product when reporting leads and CFOs ask which tool should automate their returns. It covers being on the shortlist and being described correctly: the regimes you cover, how you handle data, how you keep up with rule changes and how a return is checked.
Send your website, your category in a sentence and up to five competitors. If we think the free audit will tell you something, it arrives 48 business hours after we confirm.