When buyers ask AI about personal finance software, SoFi is named in 1 of 6 answers.
We put 6 real buyer questions to ChatGPT and Gemini and read every answer. Monarch Money and YNAB are named more often.
AI names SoFi in 1 answer, but ties it to no single idea yet.
Read from the 1 answers that named SoFi.
Once AI starts naming you, this is where you see what it says. The full report shows what competitors are praised for.
SoFi is number 10. Monarch Money is named almost twice as often.
Top brands named across the same 6 answers, ranked by share of answers. Average position is where each brand lands in the answer.
- 01 Monarch Money 67% #1.8
- 02 YNAB 67% #3.0
- 03 Origin 67% #5.5
- 04 Rocket Money 50% #3.7
- 05 PocketGuard 50% #5.3
- 10 SoFiYou 17% #1.0
Buyers asked. AI answered. SoFi was not in it.
Two of the 5 questions where AI recommended other brands. The full report lists every one, with the answer AI gave.
SoFi loses most when buyers are asking which brand to buy.
All 6 answers, grouped by what the buyer was trying to do. The full report shows which gaps to close first, and how.
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Asking which brand to buy0 of 2
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Shopping for a specific need0 of 1
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Comparing brands0 of 1
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Asking for someone like them0 of 1
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Deciding what to look for1 of 1
recommending others
- Which of the 24 websites to get SoFi onto first
- The questions to win, in the order to win them
- What to publish on SoFi's own site and Instagram
We read 6 answers. You have seen two of them.
The rest stays sealed until you open the full report: every brand AI named, every answer word for word, and what to change.
Seven posts, scored on five things.
Read from their seven most recent posts. Each one is scored out of 100 below, with what we saw behind the number.
- 01Visual identity
- 02Hook strength
- 03Format range
- 04Captions & CTAs
- 05Cadence
Where the feed is strong, and where it leaks.
Scores are relative to the posts analysed, not to competitors. That comparison is in the full report.
A 6-colour palette held across 7 posts (consistency 0.71). Recurring marks: text overlays, CEO presence.
Your best post earns 0.1% engagement; the median post 0.0%. The one that landed opened with “Bold claim about business revenue growth”.
5 of 5 posts are reels. carousels and images untested.
3 of 5 captions ask the reader to do anything. 0–5 hashtags per post. 59 words on average.
11.7 posts a week between 2 Nov and 5 Nov. A daily rhythm, sustained. Reach is the constraint, not output.
Your best posts, ranked by engagement rate.
Ranked by engagement rate. What each one did differently is read from the frame and the caption.
All 5 posts, by engagement rate.
One bar per post, in the order they went out. Hover a bar to see its date and rate.
“Bold claim about business revenue growth”, 0.1% ER.
“Does opening up about money with friends feel awkward?”, 0.0% ER.
Promotional posts average 0.1%, educational posts 0.0%: 14× apart.
What makes a post recognisably yours.
Extracted from the frames and captions, not from a brief.
Look
Centered compositions with a focus on individuals or key elements like text overlays and logos.
Voice
“Confident and professional, with a focus on financial empowerment and community engagement.”
Recurring marks
- 01text overlays
- 02CEO presence
- 03clear and bold messaging
What the accounts competing for your audience are doing that you are not.
The scorecard tells you where you stand. The full report tells you against whom, and what to post next week.
See everything else Nayavo doesWhen buyers ask AI about personal finance software, SoFi is named in 1 of 6 answers.
SoFi is number 10. Monarch Money is named almost twice as often.
- 01 Monarch Money 67% #1.8
- 02 YNAB 67% #3.0
- 03 Origin 67% #5.5
- 04 Rocket Money 50% #3.7
- 05 PocketGuard 50% #5.3
- 10 SoFi YOU 17% #1.0
Buyers asked. AI answered. SoFi was not in it.
Every kind of question, and how often AI named you.
- Asking which brand to buy0 of 2
- Shopping for a specific need0 of 1
- Comparing brands0 of 1
- Asking for someone like them0 of 1
- Deciding what to look for1 of 1
We read 6 answers. You have seen two.
Seven posts, scored on five things.
Visual identityPalette, layout, marks 71
A 6-colour palette held across 7 posts (consistency 0.71). Recurring marks: text overlays, CEO presence.
Fix in full reportHook strengthBest post vs. median 24
Your best post earns 0.1% engagement; the median post 0.0%. The one that landed opened with “Bold claim about business revenue growth”.
Hook formulasFormat rangeReel · Carousel · Image 20
5 of 5 posts are reels. carousels and images untested.
Formats to testCaptions & CTAsAsks, hashtags, length 58
3 of 5 captions ask the reader to do anything. 0–5 hashtags per post. 59 words on average.
CTA templatesCadencePosts per week 95
11.7 posts a week between 2 Nov and 5 Nov. A daily rhythm, sustained. Reach is the constraint, not output.
Best posting windowsYour best posts, ranked by engagement rate.
#1 · 0.1%
Centered compositions with a focus on individuals or key elements like text overlays and logos.
“Confident and professional, with a focus on financial empowerment and community engagement.”