Free Finance & BFSI Marketing Audit for UK Firms
Before you commit to any marketing, see where you stand. Our free audit shows how your financial firm appears in Google, Maps and AI assistants, what is holding it back and what to fix first. There is no obligation, and we will not make guarantees we cannot keep.
What you get in your free finance & BFSI audit
- Search visibility snapshot. How your firm and key services appear for the searches your customers use.
- AI answer check. What ChatGPT, Perplexity and Google AI Overviews say about your firm, and whether it is accurate.
- Trust and content review. Visible qualifications, authors, FCA details, risk warnings, fee clarity and thin or risky pages, flagged for your compliance team to evaluate.
- Local and listing review. Profile completeness and consistency across directories, where relevant.
- A prioritised list. The few changes most likely to matter, in order, with honest effort estimates.
The audit assesses marketing visibility. It is not legal, financial or compliance advice, and it is not an approval of any financial promotion.
How it works
- Tell us about the firm. Send your website, main services and the areas you serve through the audit form.
- We review. We examine your site, profiles and AI visibility using the methods described on our SEO and GEO service pages.
- We share findings. You receive a plain-English summary and a call to walk through it.
- You decide. You can act on the findings yourself, ask us to help or do neither.
Who it is for
The audit suits independent financial advisers and wealth managers, accountancy and tax practices, insurance and mortgage brokers, commercial finance brokers and lenders, and fintech or payments companies. It is most useful when you already have a website and want to understand why it is not bringing the enquiries you expect.
Honest limits
We cannot promise rankings, leads or any financial outcome. An audit cannot see your private analytics unless you share them, and AI answers change from day to day. We will tell you if the best use of your budget is not marketing yet.
Ready? Request your free audit, or learn about our Finance & BFSI marketing agency services first.
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Frequently asked questions
Is the audit really free?
Yes. There is no charge and no obligation to hire us afterwards.
How long does it take?
Timelines depend on the size of your site and the number of services, and we will give you an estimate when you submit your details.
Do you need access to our analytics?
No, but sharing read-only access to Search Console or analytics can make the audit more precise.
Will you tell us if something breaches FCA rules?
We flag wording that may need review, but we cannot give compliance or legal advice or approve financial promotions. Your compliance team or an authorised firm makes those decisions.
What happens after the audit?
You receive the findings and a prioritised list. If you want help, we propose a plan; if not, you keep the audit.
Talk to a Finance & BFSI marketing specialist
Tell us about your business and goals. We will review where you appear in Google and in AI answers today and suggest a plan.
Book a free consultationAdWithChatGPT is an independent marketing agency and is not affiliated with, sponsored by, or endorsed by OpenAI. Nothing on this page is legal, medical, financial or immigration advice.