The comparison set — n = 18

What this looks like outside financial services

Therapists, doctors, lawyers, accountants and trades — 18 pages where a consumer also has to choose a professional, walked against the same six tests.

The comparison set — n = 18

Outside financial services, the failure runs the other way.

We ran the same walk on 18 non-financial surfaces where consumers choose a professional — therapy, medicine, law, tax and trades. They pass 4.61 of the six on average against financial services’ 3.05, which is the easy comparison and the least interesting one.

This is the interesting one. 17 of 18 benchmark surfaces let a consumer narrow before they choose, and only 9 of 18 let them reach the person afterwards. Financial services is the mirror image: 117 of 340 let you narrow, 203 of 340 let you make contact. Doctors and lawyers let you pick and then stand between you and the person. Finance hands you a person you never picked.

These 18 are never counted in a headline figure or a country section. Switch “Benchmark” on in the Index to read them alongside everything else.

The benchmark on the six

Can you see a real person at all?

100%

18 of 18

18 of 18 show a named advisor somewhere on the page without asking for a form first. On the other 0, a visitor never sees an individual at all.

Can you narrow by what you need?

89%

16 of 18

16 of 18 offer a control for specialty, credentials, or how an advisor is paid. On the other 2, location is the only thing a visitor can narrow by, or there is nothing to narrow by at all.

Can you narrow by who fits you?

78%

14 of 18

14 of 18 offer a control for the language a visitor speaks, the community they belong to, or the life event they are facing. On the other 4, who the visitor is makes no difference to who they are shown.

Can you reach them yourself?

50%

9 of 18

9 of 18 give a visitor that named advisor’s own phone, email, or calendar without submitting their details to the firm first. The other 9 do not.

Can you keep your details until you choose?

56%

10 of 18

10 of 18 let a visitor reach the advisor they picked without joining a queue, asking for a callback, or filling in a match form. On the other 8, the route runs through the firm.

Can a machine find them?

89%

16 of 18

16 of 18 put their advisors in the served bytes, where a crawler or an answer engine can read them. On the other 2, the advisors are invisible to machines.

These 18 are never counted in a headline figure, a country figure or a segment figure anywhere in this report. They are a reference line, not a peer group for a financial firm.

The rows

All 18 benchmark pages

The 18 cross-industry benchmark surfaces. Fieldwork closed 11 September 2026.
SurfaceThe SixStepsChoose byEnded inMachines
Short, and you chose6
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — fails
2Short, and you choseLanguage · Expertise / clinical specialty · Accepting new patients +3 more + locationA booked meetingPartly
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
2Short, and you chosePractice area / Specialty · Language · Fee model (free consultation) +1 more + locationA named advisor — but a shared numberYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
2Short, and you choseAddress / location · Insurance / how they are paid · In-person or virtual +8 moreA booked meetingYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
2Short, and you choseGender · In Person or Online · Specialty +9 more + locationTheir direct phone or emailYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
2Short, and you choseInsurance · Type of care and age group · Specialty +4 moreA booked meetingYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
2Short, and you choseInsurance carrier and plan · Date & time · Time of day +8 more + locationA booked meetingYes
Longer, but the steps earned it4
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
3Longer, but the steps earned itService type · Insurance / how they are paid · Virtual or in-person +7 more + locationA booked meetingYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
3Longer, but the steps earned itSpecialty/Condition/Procedure · Distance · Rating +9 more + locationA named advisor — but a shared numberYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — fails
  • Keep your details until you choose — passes
  • Be found by a machine — fails
3Longer, but the steps earned itConcern (specialty) · Identity/community · Life stage (age band) +4 moreA queuePartly
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — passes
  • Keep your details until you choose — passes
  • Be found by a machine — passes
3Longer, but the steps earned itSpecialty/condition/procedure · Sort by · Reviews +6 more + locationTheir direct phone or emailYes
You can see them. You cannot reach them.8
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableInsurance · Expertise · Identity +5 moreA promise someone will callYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableSpecialty (11 tax situations) · Language (Spanish only) · Availability (Available Today) + locationA named advisor — but a shared numberYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — passes
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableSpecialty · Insurance · Provider name search +1 more + locationA booked meetingYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — fails
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachablePractice-area category (30 options) · Minimum star rating · Sort by Most Recent / Best RatingA queueYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — fails
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableState · City · Practice areaA queueYes
  • See a real person at all — passes
  • Narrow by what you need — fails
  • Narrow by who fits you — passes
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableAges Seen · Provider name search + locationA named advisor — but a shared numberYes
  • See a real person at all — passes
  • Narrow by what you need — passes
  • Narrow by who fits you — fails
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableService type (2 options) · Sort by Recommended / Highest rated / Most hires / Fastest response + locationA message you can sendYes
  • See a real person at all — passes
  • Narrow by what you need — fails
  • Narrow by who fits you — fails
  • Reach them yourself — fails
  • Keep your details until you choose — fails
  • Be found by a machine — passes
—Seen, not reachableNothingA calendar — but not that advisor’sYes
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