AI Model Viewpoints Report

What do the AI models say about your products when customers and advisors ask them?

AI Model Viewpoints

The answer a participant or advisor gets from a consumer AI model is now part of your distribution channel. It is unmonitored, it changes without notice, and for a growing share of people it is the first impression. AI Model Viewpoints is a structured research instrument that captures those answers, scores them, benchmarks them against the institutions you compete with, and tracks how they drift over time.

Narrative Audit

Participant-style and advisor-style queries run across the major consumer models from clean, uncontaminated accounts, with every response logged verbatim. Each answer is scored for accuracy, framing, liquidity and cost characterizations, trust and reputation signals, and the sources the model chooses to cite.

Peer Benchmark

The identical query set run against named peer institutions, so the finding is not just what the models say about you but how that compares with what they say about the firms competing for the same participants and sponsors.

Drift Tracking

Models update constantly. Scheduled re-runs of the full query set report what changed, what improved, and what new characterizations appeared, with a running log your AI, product, and communications teams can act on.

Engagement options

ONE-TIME

Baseline Audit

A single full run across the major consumer models for one institution's product set, benchmarked against up to 5 named peers. Delivered as a written report plus the complete response log.

ONGOING

Subscription

A second layer built on your Baseline Audit: we re-run the initial analysis at your chosen frequency, quarterly, biannually (every six months), or annually. Each cycle includes UPTICK expert human analysis of the results, interpreting what changed, how the models' representations have drifted, and what the findings mean for your team. Your standing query set can expand as new products and messaging launch. Scoped to your product set.

Engagements are scoped to product set and peer count. Most run from a one-time baseline to a multi-year program.

Methodology and a sample response log are available on a scoping call.

Book a 25-minute scoping call