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Check what AI says about the firm

AI tools often get an advice firm's services, fees and status wrong. They sometimes describe a restricted firm as independent or list advisers who have left.

The prompt
I work in marketing at a financial advice firm. Help me check what ChatGPT and other AI tools say about our firm.

Context: AI tools often get an advice firm's services, fees and status wrong. They sometimes describe a restricted firm as independent or list advisers who have left.

Before you start, ask me for anything missing from this list:
- Our firm name, services and location
- Facts that must be right: fees, addresses, people, services

Then:
1. Write the ten questions a client would ask an AI tool about us.
2. Tell me how to run each in ChatGPT, Gemini, Copilot and Claude.
3. Give me a table to record what each one says and whether it is right.
4. Suggest what to fix on our site for each wrong answer.

Give me:
- Ten questions
- A recording table
- A fix list

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Wrong fees or 'free advice' claims the tools repeat
- How the tools describe our independent or restricted status
- Services listed that we are not authorised to provide

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Wrong fees or 'free advice' claims the tools repeat
  • How the tools describe our independent or restricted status
  • Services listed that we are not authorised to provide

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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