--- title: "Self-check for financial services | Am I Ready for Agents?" description: "The 18-question agent readiness self-check with financial services examples and two extra questions. Scored in your browser, nothing sent." canonical: https://amireadyforagents.com/self-check/finance site: "Am I Ready for Agents?" last_updated: 2026-11-05 section: "Self-check" --- # Self-check for financial services | Am I Ready for Agents? > The 18-question agent readiness self-check with financial services examples and two extra questions. Scored in your browser, nothing sent. Source: https://amireadyforagents.com/self-check/finance Site: Am I Ready for Agents? Last reviewed: 2026-11-05 # Self-check for financial services ## In short The 18 core questions with financial services examples, plus two extra on what agents may pre-fill and readable rates and fees. Answer yes, not sure or no. Your answers are scored in this browser and never sent. The two extra questions sit in the trust and read areas. ## Your result - Findnot started - Readnot started - Actnot started - Paynot started - Trustnot started Answer at least one question in each of the five areas to see your level. Nothing you answer leaves this page. Next step: [confirm it with a scan](#confirm-scan). Your answers stay in this browser tab. Nothing is stored or sent. The PDF is made by your browser from this page. ## Confirm it with a scan Your answers show what your business has decided and checked. A scan shows what a visitor, human or agent, gets from your public pages. For leaders we recommend [Ora’s scan](https://ora.ai/?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check): one score from 0 to 100 and a grade a board can track, the leaderboard of your sector to compare against, and a real agent sent through a task with its Journey test. Scanning is free and needs no account. What it does not do: it reads public pages only, it publishes no data on repeat scans (Ora says two runs of the same scan agree within a couple of points), and its fixing service is a waitlist. [Scan your site with Ora](https://ora.ai/?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) · [Which tool should our team use](https://amireadyforagents.com/which-agent-readiness-tool) · [What the scan tests](https://amireadyforagents.com/confirm-your-self-check-with-a-scan) ### Your sector on Ora’s leaderboard **Your sector on Ora's leaderboard: scores of the 400 listed financial services sites.** Number of sites per score band: 54 in 30 to 39, 109 in 40 to 49, 114 in 50 to 59, 74 in 60 to 69, 37 in 70 to 79, 9 in 80 to 89, 3 in 90 to 100. The median is 53. A B starts at 70 and an A at 86. Ora's leaderboard, 5 Nov 2026. On 5 Nov 2026 Ora listed 400 sites in Payments & Fintech. The median was 53 and the top score 93; the highest three were Lago 93, Forter 92 and blindpay.com 90. Scores come from scanning sites, not from answers, so scan yours and find its place on this chart. ## Agent readiness self-check: your result - Findnot started - Readnot started - Actnot started - Paynot started - Trustnot started ### Questions to take to the team No open questions from the answers given. Self-check from amireadyforagents.com. Answers were scored in the browser and never sent anywhere. ## About this version The two extra questions are marked in the list and count inside their own area, so this version scores out of 20 questions. The scoring rule is the same as the [core self-check](https://amireadyforagents.com/self-check). Read the [financial services guide](https://amireadyforagents.com/for/finance) for the dated examples behind the extra questions. Extra questions: Has compliance agreed what an agent may see, compare and pre-fill before a customer applies? Are your rates and fees readable by a comparison agent on the day it asks? ## Sources 1. [AgentReady.org guide](https://agentready.org/?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (agentready.org), read 4 Nov 2026. Vendor claim. 2. [RFC 9309 Robots Exclusion Protocol](https://www.rfc-editor.org/rfc/rfc9309) (rfc-editor.org/rfc/rfc9309), read 4 Nov 2026. 3. [Scorecard methodology: the crawl of 4 Nov 2026](https://amireadyforagents.com/scorecards/methodology) (amireadyforagents.com/scorecards/methodology), read 4 Nov 2026. 4. [Cloudflare changelog: New options to manage AI traffic (1 Jul 2026)](https://developers.cloudflare.com/changelog/post/2026-07-01-ai-traffic-options/) (developers.cloudflare.com/changelog/post/2026-07-01-ai-traffic-options), read 4 Nov 2026. 5. [Cloudflare: Introducing the Agent Readiness score (17 Apr 2026)](https://blog.cloudflare.com/agent-readiness/) (blog.cloudflare.com/agent-readiness), read 4 Nov 2026. 6. [Ora research: AX is the new AEO (8 Oct 2026)](https://ora.ai/blog/ax-is-the-new-aeo?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/blog/ax-is-the-new-aeo), read 4 Nov 2026. Vendor claim. 7. [Introducing AgentReady.org (19 Oct 2026)](https://ora.ai/blog/agentready-launch?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/blog/agentready-launch), read 4 Nov 2026. Vendor claim. 8. [Cloudflare: The Internet has a second audience (30 Sep 2026)](https://blog.cloudflare.com/agentic-web/) (blog.cloudflare.com/agentic-web), read 4 Nov 2026. 9. [Google: Gemini in Chrome auto browse (28 Jan 2026)](https://blog.google/products-and-platforms/products/chrome/gemini-3-auto-browse/) (blog.google/products-and-platforms/products/chrome/gemini-3-auto-browse), read 4 Nov 2026. 10. [Ora check catalogue API](https://ora.ai/api/checks?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/api/checks), read 4 Nov 2026. Vendor claim. 11. [Zocdoc for Agents (markdown)](https://www.zocdoc.com/business/welcome-agents.md) (zocdoc.com/business/welcome-agents.md), read 4 Nov 2026. 12. [Cloudflare: Agents can now create Cloudflare accounts (30 Apr 2026)](https://blog.cloudflare.com/agents-stripe-projects/) (blog.cloudflare.com/agents-stripe-projects), read 4 Nov 2026. 13. [Google: How to book travel with AI Mode (27 Aug 2026)](https://blog.google/products-and-platforms/products/search/book-travel-ai-mode/) (blog.google/products-and-platforms/products/search/book-travel-ai-mode), read 4 Nov 2026. 14. [Retail Gazette: Amazon blocks Meta's Muse (22 Sep 2026)](https://www.retailgazette.co.uk/blog/2026/09/amazon-blocks-metas-new-ai-shopping-agent-from-its-website/) (retailgazette.co.uk/blog/2026/09/amazon-blocks-metas-new-ai-shopping-agent-from-its-website), read 4 Nov 2026. Reported by trade press. 15. [Shopify Help Center: Meta agentic storefront](https://help.shopify.com/en/manual/online-sales-channels/agentic-storefronts/meta) (help.shopify.com/en/manual/online-sales-channels/agentic-storefronts/meta), read 4 Nov 2026. 16. [Google: holiday shopping updates (16 Sep 2026)](https://blog.google/products-and-platforms/products/shopping/google-shopping-updates-holiday-shopping/) (blog.google/products-and-platforms/products/shopping/google-shopping-updates-holiday-shopping), read 4 Nov 2026. 17. [OpenAI commerce docs: key concepts](https://developers.openai.com/commerce/guides/key-concepts) (developers.openai.com/commerce/guides/key-concepts), read 4 Nov 2026. 18. [Experian: Credit Cards app on ChatGPT (27 Aug 2026)](https://www.experianplc.com/newsroom/press-releases/2026/experian-launches-credit-cards-app-on-chatgpt--offering-a-new-wa) (experianplc.com/newsroom/press-releases/2026/experian-launches-credit-cards-app-on-chatgpt--offering-a-new-wa), read 4 Nov 2026. 19. [FinTech Global: Aviva ChatGPT home insurance app (25 Mar 2026)](https://fintech.global/2026/03/25/aviva-pilots-chatgpt-app-for-home-insurance-quotes/) (fintech.global/2026/03/25/aviva-pilots-chatgpt-app-for-home-insurance-quotes), read 4 Nov 2026. Reported by trade press. 20. [Ora leaderboard API (GET /api/leaderboard)](https://ora.ai/api/leaderboard?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/api/leaderboard), read 5 Nov 2026. Vendor claim. 21. [Ora public leaderboard, category averages](https://ora.ai/leaderboard?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/leaderboard), read 5 Nov 2026. Vendor claim. 22. [Ora pricing (JSON)](https://ora.ai/pricing?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/pricing), read 5 Nov 2026. Vendor claim. 23. [Ora llms.txt](https://ora.ai/llms.txt?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/llms.txt), read 5 Nov 2026. Vendor claim. 24. [Ora home page](https://ora.ai/?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai), read 5 Nov 2026. Vendor claim. 25. [Ora: Introducing Deep Scan (8 Apr 2026)](https://ora.ai/blog/introducing-deep-scan?utm_source=amireadyforagents.com&utm_medium=referral&utm_campaign=self-check) (ora.ai/blog/introducing-deep-scan), read 5 Nov 2026. Vendor claim. 26. [Sector scorecards dataset, edition 4 Nov 2026](https://amireadyforagents.com/scorecards) (amireadyforagents.com/scorecards), read 4 Nov 2026. Last reviewed 5 November 2026