Converged.AI × BrandInsightAI
BrandInsightAI Insights
Finance · refreshed weekly

How AI wants investment platforms

Investment Platforms is decided on attraction: Monzo indexes 127 there against iWeb at 65, a 62-point spread. Attachment separates almost nobody (30 points across the whole category), so being described that way is table stakes here rather than an advantage. Monzo holds the strongest overall profile at 116 — complete desire. But the brand assistants name most often is Capital.com, not the category's market leader: being desired and being named are not the same measurement. Across these 36 brands, attachment tracks being named most closely (rank correlation 0.50).

36 brands · 60 AI answers · 540 dimension scores · measured, never estimated

Attraction Standing out in the answer: named first, described as superior, magnetic and influential.
Affinity Belonging in the answer: tied to identity, values and legitimacy, not just specifications.
Attachment Staying in the answer: recommended again, dependable, easy, part of the routine.
AttractionAffinityAttachment Each whorl lights one ring per index threshold cleared (90 / 96 / 102 / 108 / 115)
Finance

Investment Platformsupset

#Brand AttractionAffinityAttachment Desire shapeNamed in
1 Monzo: Attraction 127, Affinity 109, Attachment 109Monzo 127 109 109 Complete desire 0%
2 Vanguard: Attraction 111, Affinity 120, Attachment 114Vanguard 111 120 114 Complete desire 20%
3 IG: Attraction 120, Affinity 110, Attachment 107IG 120 110 107 Complete desire 13%
4 Nutmeg: Attraction 115, Affinity 109, Attachment 106Nutmeg 115 109 106 Complete desire 3%
5 Trading 212: Attraction 120, Affinity 97, Attachment 110Trading 212 120 97 110 Performance brand 27%
6 Moneybox: Attraction 112, Affinity 109, Attachment 103Moneybox 112 109 103 Magnetic but unbought 5%
7 eToro: Attraction 120, Affinity 99, Attachment 100eToro 120 99 100 Magnetic but unbought 2%
8 Hargreaves Lansdown: Attraction 107, Affinity 109, Attachment 106Hargreaves Lansdown 107 109 106 Complete desire 25%
9 Interactive Investor: Attraction 104, Affinity 106, Attachment 109Interactive Investor 104 106 109 Complete desire 20%
10 InvestEngine: Attraction 111, Affinity 96, Attachment 109InvestEngine 111 96 109 Performance brand 12%
11 Revolut: Attraction 118, Affinity 91, Attachment 103Revolut 118 91 103 Magnetic but unbought 2%
12 Saxo: Attraction 111, Affinity 102, Attachment 103Saxo 111 102 103 Magnetic but unbought 3%
13 Dodl: Attraction 111, Affinity 102, Attachment 100Dodl 111 102 100 Magnetic but unbought 7%
14 fidelity: Attraction 101, Affinity 109, Attachment 106fidelity 101 109 106 Quietly trusted 7%
15 J.P. Morgan Personal Investing: Attraction 104, Affinity 109, Attachment 103J.P. Morgan Personal Investing 104 109 103 Quietly trusted 0%
16 AJ Bell: Attraction 99, Affinity 103, Attachment 107AJ Bell 99 103 107 Habit, not love 20%
17 Bestinvest: Attraction 101, Affinity 99, Attachment 103Bestinvest 101 99 103 Category default 3%
18 CMC Markets: Attraction 105, Affinity 99, Attachment 100CMC Markets 105 99 100 Magnetic but unbought 3%
19 Freetrade: Attraction 107, Affinity 91, Attachment 102Freetrade 107 91 102 Magnetic but unbought 15%
20 Interactive Brokers: Attraction 105, Affinity 99, Attachment 100Interactive Brokers 105 99 100 Magnetic but unbought 10%
21 Capital.com: Attraction 108, Affinity 91, Attachment 98Capital.com 108 91 98 Magnetic but unbought 45%
22 Wealthify: Attraction 98, Affinity 106, Attachment 98Wealthify 98 106 98 Quietly trusted 7%
23 City Index: Attraction 104, Affinity 91, Attachment 98City Index 104 91 98 Magnetic but unbought 0%
24 Moneyfarm: Attraction 98, Affinity 99, Attachment 100Moneyfarm 98 99 100 Category default 5%
25 Plum: Attraction 105, Affinity 93, Attachment 96Plum 105 93 96 Magnetic but unbought 3%
26 Barclays Smart Investor: Attraction 89, Affinity 102, Attachment 98Barclays Smart Investor 89 102 98 Quietly trusted 2%
27 Charles Stanley Direct: Attraction 91, Affinity 99, Attachment 100Charles Stanley Direct 91 99 100 Habit, not love 0%
28 Santander: Attraction 82, Affinity 102, Attachment 95Santander 82 102 95 Loved, not chosen 0%
29 Aberdeen: Attraction 84, Affinity 99, Attachment 89Aberdeen 84 99 89 Loved, not chosen 8%
30 HSBC: Attraction 79, Affinity 102, Attachment 92HSBC 79 102 92 Loved, not chosen 3%
31 NatWest: Attraction 79, Affinity 102, Attachment 92NatWest 79 102 92 Loved, not chosen 2%
32 St James's Place: Attraction 87, Affinity 94, Attachment 89St James's Place 87 94 89 Fading 0%
33 Halifax Share Dealing: Attraction 75, Affinity 94, Attachment 89Halifax Share Dealing 75 94 89 Fading 0%
34 Lloyds Bank Direct Investment: Attraction 75, Affinity 94, Attachment 89Lloyds Bank Direct Investment 75 94 89 Fading 0%
35 EQi: Attraction 72, Affinity 84, Attachment 89EQi 72 84 89 Fading 2%
36 iWeb: Attraction 65, Affinity 84, Attachment 84iWeb 65 84 84 Fading 3%

Indexed against the investment platforms average of 36 brands (100 = the category), measured across 60 AI answers in the latest weekly run.

Driver by driver

Where the category actually separates. A wide spread means assistants describe these brands very differently on that driver; a narrow one means it is table stakes.

Attraction

62-point spread · tracks being named 0.37
Monzo127
iWeb65

The widest field of the three: this is where the category separates.

Affinity

36-point spread · tracks being named 0.21
Vanguard120
iWeb84

Real separation, but not the category’s defining contest.

Attachment

30-point spread · tracks being named 0.50
Vanguard114
iWeb84

The tightest of the three: most brands land close together here.

The shapes AI leaves these brands in

Three indices make a profile, and profiles fall into recognisable shapes. A brand that is magnetic but unbought has a different problem from a habit nobody loves — and a different thing to build next.

Monzo: Attraction 127, Affinity 109, Attachment 109
Complete desire
Wanted, belonged-to and repurchased — the rare full spiral.
Monzo · Vanguard · IG · Nutmeg · Hargreaves Lansdown · Interactive Investor
Nothing obviously missing.
Moneybox: Attraction 112, Affinity 109, Attachment 103
Magnetic but unbought
AI admires it and forgets to recommend buying it again.
Moneybox · eToro · Revolut · Saxo · Dodl · CMC Markets · Freetrade · Interactive Brokers · Capital.com · City Index · Plum
Build next: attachment
AJ Bell: Attraction 99, Affinity 103, Attachment 107
Habit, not love
Recommended for reliability and ease; nobody calls it exciting.
AJ Bell · Charles Stanley Direct
Build next: attraction
fidelity: Attraction 101, Affinity 109, Attachment 106
Quietly trusted
Legitimacy carries it; it is rarely named first.
fidelity · J.P. Morgan Personal Investing · Wealthify · Barclays Smart Investor
Build next: attraction
Santander: Attraction 82, Affinity 102, Attachment 95
Loved, not chosen
Identity and values without superiority or habit.
Santander · Aberdeen · HSBC · NatWest
Build next: attachment
Bestinvest: Attraction 101, Affinity 99, Attachment 103
Category default
Parity on all three: the safe answer, never the interesting one.
Bestinvest · Moneyfarm
Build next: attraction
Trading 212: Attraction 120, Affinity 97, Attachment 110
Performance brand
Superior and dependable, but it belongs to nobody.
Trading 212 · InvestEngine
Build next: affinity
St James's Place: Attraction 87, Affinity 94, Attachment 89
Fading
Below the benchmark everywhere; the answer has moved on.
St James's Place · Halifax Share Dealing · Lloyds Bank Direct Investment · EQi · iWeb
Build next: attraction

What assistants actually talk about

The sixteen dimensions underneath the drivers, scored 0–10 on how the answers describe each brand. Spread is the distance between the strongest and weakest brand: the widest are where a brand can still separate itself, the narrowest are the price of entry.

Where brands separate

DimensionDriverCategory avgStrongestSpread
Boldness & Creativity Attraction 6.4 eToro 9.0 5.0
Heritage & Authority Affinity 7.2 Barclays Smart Investor 9.0 5.0
Innovation & Technology Attraction 7.0 eToro 9.0 5.0
Leadership & Momentum Attraction 7.2 Monzo 9.0 5.0
Lifestyle Fit & Identity Affinity 6.3 Moneybox 9.0 5.0

Where everyone reads alike

DimensionDriverCategory avgStrongestSpread
Trust & Credibility Affinity 7.9 fidelity 9.0 2.0
Reliability & Consistency Attachment 7.6 Vanguard 9.0 2.0
Sustainability & Ethics Affinity 6.1 Vanguard 8.0 3.0
Customer Service & Support Attachment 6.5 Monzo 8.0 3.0
Range & Availability Attachment 7.4 fidelity 9.0 3.0

Does desire track being recommended?

Rank correlation between a brand's driver index and the share of answers naming it, across the 36 indexed brands in this category. A relationship inside one run's answers — descriptive, never causal, and easily moved by a single brand at this sample size.

Attraction0.37
Affinity0.21
Attachment0.50

Method & limitations

Every week, each category runs a fixed set of unbranded consumer prompts against ChatGPT, Claude and Gemini. A separate model reads the answers and scores every brand named in them across 16 perception dimensions, 0–10. Those dimensions are grouped into the three Drivers of Desire from the Havas Science of Desire framework, and each brand's driver score is indexed against the average of every scored brand in its category — 100 is the category, 115 is fifteen per cent above it.

This measures how AI assistants describe brands in their answers. It is not a survey of people, and it is not an endorsement: the scores are a reading of machine-generated text at the time of the run, and relationships between drivers and how often a brand is named are correlational. A brand needs at least six scored dimensions in a run to be indexed, and a category needs at least four such brands to get a board. See the full methodology.