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Confluence

confluence.com
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Overall score
77.0Good
—
Rank
#40
Prev: #40
finance avg
61.2
54 peers
Agent runs / week
2
Across 0 providers

Industry-leading regulatory, investor communications and portfolio analytics solutions for the investment management industry.

Markets
US
Locales
en-us
Opportunity cost · finance

Confluence could be leaving ~$39,100,000 in processed value on the table every year

Stunt Double’s 2027 agent-traffic model projects 34% of account opening and transaction initiation sessions in the finance sector will be initiated or completed by AI agents[1][2]. Confluence currently scores 77.0 on the Stunt Double Index[3], with a 23-point gap to the ideal agent experience (100). The loss figure below applies that gap to the projected agent-driven slice of a typical annual processed transaction valuebaseline for this sector — it is a directional estimate, not a measured conversion rate.

Gap to leader
23.0 pts
Above finance avg
0.0 pts
Modelled flows at risk
$39,100,000

Estimate assumes a $500M annual processed-value baseline. Claim your domain to replace this placeholder with your reported processed value.

Sources
  1. [1]Gartner (2025) — Intelligent Agents in AI Really Can Work Alone. Here’s How.
  2. [2]Adobe Analytics (2025) — Generative AI traffic to U.S. retail sites (weekly trend)
  3. [3]Stunt Double (2026) — Stunt Double Index methodology & scoring rubric

Category breakdown

Brand awarenessCan agents recognise you exist?
100
DiscoveryWill they pick you?
80
Information retrievalCan they read your site?
100
Market rankingWhere do you sit in the lineup?
35
AccuracyDo they tell the truth about you?
100
Task completionCan an agent complete a task on behalf of a user?
45
Delegated accessDo you let agents in, safely?
100
Contact & communicationCan an agent reach a human?
60

By agent provider

By agent provider
Session quality, 30-day rolling, N ≥ 10 per provider
Claude
Anthropic
0.0
ChatGPT Agent
OpenAI
0.0
Gemini
Google
0.0
Perplexity
Perplexity
Copilot
Microsoft
Browserbase Operator
Browserbase

Where agents get stuck

Public summary · full session replay available to verified owners
mediumMarket ranking
No Product/Service schema on the homepage. Agents can’t easily compare offerings.
lowMarket ranking
No review or aggregateRating schema. Agents have no signal for ranking vs peers.
mediumMarket ranking
No price visible to non-JS clients. Agents may report "pricing not disclosed".
mediumTask completion
No visible primary call-to-action in the server-rendered HTML. Agents have nothing concrete to click on behalf of a user.
lowTask completion
No server-rendered form detected. Agents without JavaScript can’t submit anything.
mediumTask completion
No mention of delegated auth primitives (passkey, OAuth, MCP). Agents must drive a full browser session.
lowDelegated access
robots.txt doesn’t mention any agent user-agents. The policy for agents is implicit.
mediumContact & communication
No contact email visible in server-rendered HTML. Agents can’t fall back to email.
highTask completion
Copilot hits a bot-challenge page on the homepage.