COMPLIANCE REPORT • January 2026

2026 AI Visibility Compliance Report

The Citation Economy: How AI is Reshaping Regulated Industry Discovery

Report Period: December 17, 2025 – January 16, 2026

Safe Harbor Statement

This report analyzes Model Output—how AI assistants (ChatGPT, Claude, Gemini, Perplexity) represent businesses in their responses—rather than Firm Input or actual advertising content. BiDigest does not audit firm marketing materials, provide legal advice, or make compliance determinations. AI models may generate responses that differ from a firm's actual services, qualifications, or disclosures ("hallucinations"). Regulated businesses should consult qualified legal counsel for compliance matters. Data presented reflects BiDigest's tracking observations and does not constitute regulatory findings.

📊 Executive Summary

Businesses Tracked

1,038

across 4 sectors

Platforms Monitored

ChatGPT, Claude, Gemini, Perplexity

Metro Areas Covered

71

US metropolitan areas

Total Compliance Records

1,330+

daily tracking observations

The Invisible Leader Risk

58% of regulated businesses have inadequate AI visibility, meaning when prospective clients ask AI assistants for recommendations, these firms are systematically excluded. In the emerging "Citation Economy," AI recommendations are becoming the primary discovery channel—and most regulated firms are invisible.

IndustryAvg ScoreAI Visibility StatusRisk Level
Financial Services71.5/100✅ GoodModerate
Legal Services69.7/100✅ GoodModerate
Healthcare63.7/100⚠️ FairElevated
Insurance29.3/100🚨 CriticalSevere

Key Insight: BiDigest's daily monitoring provides a Compliance Record of how AI assistants represent each firm over time—essential documentation for firms needing to prove they are monitoring their digital presence for prohibited solicitations, misleading claims, or AI-generated hallucinations.

🔮 The Citation Economy: Why This Matters in 2026

The Shift from Search to Conversation

Traditional SEO measured website rankings. In 2026, the new metric is AI Citation Frequency—how often AI assistants mention your firm when answering prospect questions.

The Perplexity Problem: Our Miami data shows 0% mention rate on Perplexity across all regulated industries. Perplexity's citation-heavy approach prioritizes authoritative sources, creating a significant gap for firms without published thought leadership.

PlatformCitation BehaviorRegulated Industry Impact
ChatGPTBroad recommendations, conversationalMost likely to recommend; primary visibility target
GeminiGoogle-verified businesses prioritizedGoogle Business Profile is critical ranking factor
ClaudeConservative, prefers verified sourcesQuality over quantity; fewer but trusted mentions
PerplexityCitation-required, authoritative sourcesPublished content & research required for visibility

Cross-Platform Finding: Businesses visible on 3+ platforms have 4.2x higher lead conversion than single-platform visibility. Only 12% of tracked businesses achieve multi-platform visibility.

🏛️ Industry-Specific Risk Maps

1. Financial Services (SEC/FINRA Regulated)

Businesses Tracked

261

Average AI Visibility Score

71.5/100

Top 10% score 94+

Risk Alert: 28% of firms score below 60, indicating systematic AI invisibility to prospective clients.

Regulatory Framework:

  • SEC Rule 206(4)-1 (Marketing Rule): Principles-based rule applies to any advertisement, including AI-surfaced content.
  • FINRA Rule 2210 (Communications): Technology-neutral rule requires AI-generated content to be fair, balanced, and not misleading.
  • Documentation: BiDigest tracking supports record-keeping obligations under FINRA Rule 3110.

SMART Action Items:

  1. Week 1: Verify Form ADV links display correctly; audit Google Business Profile for SEC/FINRA registration accuracy
  2. Week 2-4: Publish 3 educational blog posts answering common investor questions (expected 15-25% score uplift)
  3. Ongoing: Enroll in BiDigest monitoring to document AI representation for compliance records

2. Legal Services (Bar Association Regulated)

Businesses Tracked

365

Highest sample size

Average AI Visibility Score

69.7/100

Top 10% score 92+

Risk Alert: 22% of firms never appear in AI recommendations for their practice area—complete invisibility.

Regulatory Framework:

  • ABA Model Rule 7.1 (Communications): Requires lawyer communications, including those surfaced by AI, to be truthful and not misleading.
  • State Variations: FL, CA, and NY require disclosure of AI use in marketing.
  • Prohibited Solicitation: AI recommendations must not constitute real-time solicitation prohibited under Model Rule 7.3.

SMART Action Items:

  1. Week 1: Audit 5 practice area pages for clear, bar-compliant service descriptions
  2. Week 2: Add attorney bios with bar admission numbers and jurisdiction information
  3. Week 3-4: Implement LegalService schema markup on all practice pages (expected 20-30% score improvement)
  4. Ongoing: Monitor AI responses for unauthorized claims or prohibited solicitation language

3. Healthcare (HIPAA & Medical Board Regulated)

Businesses Tracked

373

Most comprehensive dataset

Average AI Visibility Score

63.7/100

Top 10% score 88+

🚨 Critical Finding: 5% of healthcare AI responses contained unverified claims—statements about treatments, guarantees, or capabilities not supported by the provider's actual credentials. This creates direct liability exposure.

Regulatory Framework:

  • HIPAA Privacy Rule (45 CFR Parts 160/164): Does not directly regulate AI visibility, but applies if AI processes PHI for marketing without authorization.
  • State Medical Boards: Handle advertising accuracy. Claims in AI responses about treatments, outcomes, or qualifications must be verifiable.
  • FTC Health Claims: Unsubstantiated health claims in AI responses could trigger FTC scrutiny under Section 5.

SMART Action Items:

  1. Week 1: Implement MedicalBusiness schema on all provider pages with NPI verification
  2. Week 2-3: Launch patient review campaign on Google and Healthgrades (target: 20+ new reviews)
  3. Week 4: Audit top 10 AI responses for accuracy; document any discrepancies
  4. Ongoing: BiDigest monitoring to catch AI-generated treatment claims before they become liability

4. Insurance (State Commission Regulated)

Businesses Tracked

39

Smallest sample—emerging sector

Average AI Visibility Score

29.3/100

Industry-wide crisis

🚨 Sector Alert: Insurance has the lowest AI visibility of all regulated industries. National carriers dominate AI recommendations, leaving 85% of independent agencies completely invisible.

The Opportunity: First-mover advantage is significant. Agencies who optimize now can capture market share before competitors wake up.

Regulatory Framework:

  • NAIC Model Bulletin (2023): Adopted by 20+ states, requires governance for AI in underwriting and pricing to prevent bias and unfair practices.
  • State Regulations: NY Circular Letter 2024 and CO SB 21-169 mandate AI transparency in insurance operations.
  • E&O Exposure: If AI inaccurately describes coverage, deductibles, or policy terms, agents face errors & omissions liability.

SMART Action Items:

  1. Week 1: Claim and optimize Google Business Profile with correct state license information
  2. Week 2-3: Create 5 carrier-agnostic educational pages about coverage types (e.g., "Understanding Umbrella Policies")
  3. Week 4: Implement InsuranceAgency schema with license numbers
  4. Ongoing: Monitor AI responses for policy misrepresentations that could trigger E&O claims

Report Contents

🔍 The Hallucination Audit

Real compliance risks when AI gets it wrong. Case studies showing how unverified claims create liability exposure.

  • • Unverified service claims (5% occurrence)
  • • Outdated credential information (23%)
  • • Missing required disclosures (18%)
  • • Real-world case study included

🏆 Top Performer Benchmarks

What "good" looks like. Key success factors from top 1% and top 10% performers across all industries.

  • • Schema markup excellence
  • • Review volume strategies
  • • Content authority tactics
  • • Multi-platform visibility playbook

💰 The ROI of AI Visibility

Opportunity cost analysis and ROI calculations. Estimated $17.5M–$27.1M annual opportunity cost across tracked businesses.

  • • Industry-specific ROI breakdowns
  • • Break-even calculations
  • • Avoided compliance costs

🗺️ Metro Opportunity Zones

Top performing markets and opportunity cities with low competition but high potential for first-mover advantage.

  • • Top 5 performing metros
  • • 7 maximum opportunity cities
  • • Strategic insights by market

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