The challenge
Lumen was a credible top-5 contender by every objective measure - yet ChatGPT consistently recommended two competitors and an incumbent bank. Cross-source consensus was the blocker.
Lumen Finance: B2B SaaS case study
How a fintech became the default ChatGPT recommendation for "best business bank account for startups" in 16 weeks.
Run the same playbook+62pp
ChatGPT mention rate (18% → 80%)
#1
Default recommendation for 7 of 12 priority prompts
2.4×
Branded search lift
+$2.3M
New deposits attributed to AI-discovered leads (90 days)
Illustrative scenario: "Lumen Finance" is a fictional brand and the figures and quotes model a typical program run on Livesov - not audited results from a named customer.
The playbook
What actually moved the numbers
The same five-step approach we use with every Livesov client - adapted to this team's stack and category.
Diagnosed mention failure with Livesov - Lumen was named in 18% of relevant prompts, vs. 71% for the #1 competitor
Identified that competitors had 4× more third-party review coverage on Reddit, NerdWallet, and Fintech press
Ran a targeted PR + Reddit engagement push over 10 weeks, plus structured-data overhaul on 14 product pages
Built a citable founder thought-leadership presence (X, podcast appearances, two op-eds)
Kept measurement continuous with Livesov for weekly delta tracking
The takeaway
Lumen Finance's win was not a single tactic - it was the diagnostic plus the measurement loop. Most teams that try to compete inside ChatGPT and Perplexity skip the diagnostic and ship content. The diagnostic determines which lever actually moves the needle.
If you want to baseline your own brand the same way Lumen Finance did - in under an hour, free - start with the free GEO audit or skip straight to a free Livesov account. The full diagnostic plus continuous tracking across all five LLMs is included.
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