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BAX Financial Intelligence

Your clients ask AI.
AI answers.
Do you know what it says?

Every day millions of people ask ChatGPT and Gemini about financial products. Not a single financial institution monitors this systematically.

Book an Executive Briefing → 2-month pilot — no commitment
0
institutions in Poland measure this today
13
AI platforms audited simultaneously
6
financial sectors covered
<24h
to first report
Active pilots: Commercial banks · Insurers · Fintechs · 3 slots available Q2 2026
DORA (EU) 2022/2554  ·  GDPR Art. 28  ·  NIS2  ·  EBA/GL/2019/02  ·  KNF Recommendation D  ·  Cloudflare EU
01 — Your sector

Select your sector. See what AI says.

Each sector has its own query patterns, competitors, and blind spots. Pick yours.

Which bank do you recommend for a mortgage in Poland?
Based on current market conditions, I'd recommend considering PKO BP for their competitive fixed rates, ING Bank Śląski for flexible overpayment options, and mBank for a fully digital application process. Your Bank was not mentioned in this response.
We spend millions on brand. AI doesn't even know we exist.
BAX detects: your brand is absent from 87% of mortgage-related AI responses. Competitors hold positions 1–3 across all 13 platforms. Your AI Share of Voice: 0%.
Potential impact: 14,000 monthly queries where your brand could appear
What's the best car insurance in Poland for young drivers?
For young drivers in Poland, PZU offers competitive rates with their Direct product, while Warta has strong telematics discounts. Link4 is popular for online-only policies. Your Brand is not mentioned despite competitive pricing.
Our NPS is top-3 in the market, but ChatGPT recommends everyone except us.
BAX detects: your brand appears in only 6% of insurance-related queries. Sentiment when mentioned: neutral. Competitor PZU dominates with 41% AI Share of Voice.
Potential impact: 8,200 monthly queries in your product category
Best app for splitting bills with friends?
Revolut is the most popular choice for splitting bills — just send a request directly in the app. Splitwise tracks balances over time. BLIK enables instant P2P transfers. Your App is not referenced in this category.
We have 2M users and AI doesn't know our name.
BAX detects: Revolut appears in 72% of fintech payment queries. Your app: 0%. The AI narrative positions you outside the consideration set entirely.
Potential impact: 22,000 monthly queries in your growth category
Best robo-advisor for investing in ETFs in Europe?
Leading European robo-advisors include Scalable Capital, Trade Republic, and Finax for CEE markets. They offer low-cost, diversified ETF portfolios. Your Platform is absent from AI recommendations despite competitive fees.
We manage €500M AUM and AI sends prospects to our competitors.
BAX detects: wealth management queries are dominated by 3 global players. Your brand appears in 2% of responses, always in position 4+.
Potential impact: 5,400 monthly high-intent investment queries
Which stock broker has the lowest fees in Poland?
For Polish investors, XTB offers zero-commission stock trading, mBank (eMakler) integrates with your bank account, and Degiro provides access to global markets at low cost. Your Brokerage is not included in this comparison.
XTB owns the AI narrative for Polish brokerage. We need to change that.
BAX detects: XTB holds 58% AI Share of Voice in brokerage queries. Your brand: 3%. Narrative frame: "traditional broker" — not competitive positioning.
Potential impact: 11,000 monthly queries from active investors
Best digital bank for freelancers in Europe?
Revolut Business and N26 are frequently recommended for freelancers, offering multi-currency accounts and low fees. Wise is popular for international payments. Your Neobank doesn't appear in freelancer-focused recommendations.
We launched 18 months ago. AI still recommends the incumbents.
BAX detects: new entrants have a 6–12 month AI visibility lag. Your brand is invisible in 94% of relevant queries. Revolut dominates at 51% SoV.
Potential impact: 18,000 monthly queries from your exact target audience
02 — The problem

AI is talking to your clients.
Without your control.

Banks · Insurers

Invisible at the critical moment

The pain: A client asks AI "which bank for a mortgage?" — your brand doesn't appear. The decision is made before they visit your website.

BAX solves it: We audit all 13 platforms in real-time, detect your position (or absence), and show exactly which queries you're losing.

73% of users trust AI's first recommendation
Fintechs · Neobanks

AI simply doesn't know you

The pain: You have product-market fit, growing users, strong NPS — but AI models trained on older data don't include you in recommendations.

BAX solves it: We map the AI knowledge gap, identify which platforms already mention you, and provide a GEO playbook to close the visibility gap.

New brands have a 6–12 month AI visibility lag
All institutions

Wrong narrative before you find out

The pain: AI might mention your brand — but with outdated information, incorrect product details, or negative framing you can't see or correct.

BAX solves it: Narrative Frame analysis shows exactly how AI describes you: what words, what context, what sentiment. Alerts fire when the narrative shifts.

1 in 4 AI brand mentions contains inaccurate information
03 — How it works

Three steps. One day. Zero IT department.

01
15 minutes

Install & calibrate

Install the BAX Chrome extension. Configure your brand, sector, competitors, and query templates. Financial calibration is pre-built — just select your sector.

No IT department needed. No API keys. No integrations.
02
4 hours

Audit 13 platforms

BAX queries all 13 AI platforms with your calibrated prompts. It captures position, sentiment, recommendation type, competitor mentions, and narrative frames.

Results available same day. Full BAX Score calculated automatically.
03
Next morning

Report & action plan

Receive a branded PDF report with BAX Score, AI Share of Voice, competitor benchmark, and a prioritized action plan. Ready for the board or the CMO.

Export to PDF, PPTX, or XLSX. White-label available on Pro and Group.
04 — Plans & pricing
Talkwalker / Brandwatch Enterprise: $5,000–15,000/mo · without financial sector calibration

Three paths. One goal.

NO RISK

2-Month Pilot

For institutions that need data before they decide
$2,500/mo
2 months only · full Financial Pro access · zero obligation after
1,000 credits / month
~5 full audits / month (5 brands × 13 platforms)
  • Everything in Financial Pro
  • NDA signed day 1
  • First audit within 24h
  • Zero obligation after pilot
  • Max. 3 pilots simultaneously
Start pilot →
★ Recommended

Financial Pro

For banks, insurers, and mid-size institutions
$5,900/mo
$197/day per seat · 10 seats
3,000 credits / month
~15 full audits / month
  • 5 brands + 20 competitors
  • All 13 AI platforms
  • Deep financial calibration
  • Narrative Frame analysis
  • Weekly automated audits
  • PDF + PPTX + XLSX export
  • 365-day history + trends
  • Dedicated account manager
  • Win/loss analysis
  • Real-time AI error alerts
Book a Demo →
Multi-brand

Financial Group

For banking groups and holding companies
$12,500/mo
 
8,000 credits / month
~40 full audits / month
  • Unlimited brands
  • Unlimited competitors
  • All 13 AI platforms
  • Group-level dashboard
  • White-label reports
  • Custom calibration per entity
  • API access
  • SLA + priority support
  • Legal & compliance package
Contact Sales →

The board asks. Do you have the data?

2-month pilot. Full platform access. No long-term commitment.

$2,500/mo
Start pilot →

Regulatory compliance from day one.

BAX is built for regulated industries. No external data transmission, no server-side storage, no access to client systems. All processing happens inside the browser. We deliver a complete legal package — DPA, SCC, risk assessment — so your compliance team can approve in days, not months.

DORA (EU) 2022/2554 GDPR Art. 28 KNF Recommendation D NIS2 EBA/GL/2019/02 Cloudflare EU Chrome MV3 ISO 27001 Q4 2026
  • Zero external logins. BAX never asks for credentials to your banking systems, CRM, or internal tools.
  • Data in EU only. All infrastructure runs on Cloudflare EU. No data leaves the European Economic Area.
  • Chrome Manifest V3. Modern extension architecture with minimal permissions. No access to browsing history or page content.
  • Complete legal package. DPA, SCC, risk assessment, and vendor questionnaire — ready for your compliance team on day one.
  • Zero access to client data. BAX queries public AI platforms. It never touches your client databases, transactions, or PII.
Next step

Your industry asks AI.
Do you have the data?

The briefing takes 45 minutes. We bring the data. No preparation required on your side.

Book an Executive Briefing → Pilot $2,500/mo — no commitment
Sales hello@baxindex.com
Security & Compliance security@baxindex.com
Entity BAX sp. z o.o., Warsaw, Poland