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22 Oct 2026, 10:03 UTC · 1 question · ID c4fda223b0de
Who asked
Persona
Marketing Director
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /products/ai-searchQuestion 1 asked here
Question 1

“Can Hourglass help us show up in AI assistants' answers about retirement accounts?”

Answer
Partly answered

The AI Search Visibility page explains how it tracks the buyer questions you choose, reports mentions and citations, and suggests and drafts pages to earn better answers. The site shows no customer result for AI search visibility. The financial services page never says how AI-drafted pages on regulated topics get compliance review.

Section on the siteStatusTicket
/products/ai-searchRemarkable results, in every industryMissing here
Add an AI search visibility customer result to /products/ai-search

Ticket

Paste this into your ticketing tool.

Add an AI search visibility customer result to /products/ai-search

Section: /products/ai-search › Remarkable results, in every industry

What is missing:
- No customer story shows a change in AI assistant mentions or citations after using AI Search Visibility.
- The stories shown on the page are about agents, quotes and campaigns, not AI search.

Where: New section on /products/ai-search, placed after "See the answer. Write the better page.".
  Related sections: Remarkable results, in every industry · What AI Search Visibility includes · From mentions to better answers
  Main topics: A customer using AI Search Visibility · Mentions and citations before and after · Pages written from the suggestions · Time to see a change

What to do:
1. Confirm with the customer marketing team which customer has measurable AI search visibility results they can publish.
2. Add a customer results section with the quote and before-and-after metrics.
3. Link the story from the Content Hub page's AI search visibility card.

Done when: /products/ai-search shows a customer story with measured changes in AI assistant mentions or citations.

From: conversation c4fda223b0de, question 1: "Can Hourglass help us show up in AI assistants' answers about retirement accounts?"
What is missing
  • No customer story shows a change in AI assistant mentions or citations after using AI Search Visibility.
  • The stories shown on the page are about agents, quotes and campaigns, not AI search.
Where
New section on /products/ai-search, placed after "See the answer. Write the better page.".
Related sections
Remarkable results, in every industry · What AI Search Visibility includes · From mentions to better answers
Main topics
A customer using AI Search Visibility · Mentions and citations before and after · Pages written from the suggestions · Time to see a change
What to do
  1. Confirm with the customer marketing team which customer has measurable AI search visibility results they can publish.
  2. Add a customer results section with the quote and before-and-after metrics.
  3. Link the story from the Content Hub page's AI search visibility card.
Done when: /products/ai-search shows a customer story with measured changes in AI assistant mentions or citations.
/solutions/financial-servicesApprovals where you need them (card)Partly answers it
Add compliance review of published content to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add compliance review of published content to /solutions/financial-services

Who needs it: Financial services (banks, credit unions and insurers)
Section: /solutions/financial-services › Approvals where you need them (card)

What is missing:
- Review steps are listed for campaigns, outreach and agent replies, but not for web pages and AI-search-suggested content on regulated topics.
- AI Search Visibility and Content Hub are not mentioned for financial services marketing teams.

Where: Update this section: Add a line to the "Approvals where you need them" card's list, after "Review steps for campaigns, outreach and replies".
  Related sections: Waits for an editor · Write what assistants need

What to do:
1. Confirm with product whether Content Hub publishing supports compliance approval steps and an approval history.
2. Add a list line on review of pages and AI-drafted content before publishing, linking to /products/ai-search.

Done when: /solutions/financial-services states how pages and AI-drafted content are reviewed before they publish and links to AI Search Visibility.

From: conversation c4fda223b0de, question 1: "Can Hourglass help us show up in AI assistants' answers about retirement accounts?"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • Review steps are listed for campaigns, outreach and agent replies, but not for web pages and AI-search-suggested content on regulated topics.
  • AI Search Visibility and Content Hub are not mentioned for financial services marketing teams.
Where
Update this section: Add a line to the "Approvals where you need them" card's list, after "Review steps for campaigns, outreach and replies".
Related sections
Waits for an editor · Write what assistants need
What to do
  1. Confirm with product whether Content Hub publishing supports compliance approval steps and an approval history.
  2. Add a list line on review of pages and AI-drafted content before publishing, linking to /products/ai-search.
Done when: /solutions/financial-services states how pages and AI-drafted content are reviewed before they publish and links to AI Search Visibility.
Answer full page
Yes. AI Search Visibility, part of Content Hub, tracks how often AI assistants mention and cite your brand for the questions your buyers ask, such as ones about retirement accounts, and suggests the pages that would earn a better answer. Here is what it includes and how it works week to week.
Open the answer page ↗
Sections in the answer pageStatus
/products/ai-searchWhat AI Search Visibility includesAnswers it
/products/ai-searchFrom mentions to better answersAnswers it
/products/ai-searchSee the answer. Write the better page.Answers it
/solutions/financial-servicesApprovals where you need them (card)Partly answers it
/products/ai-searchRemarkable results, in every industryMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.