Question 1

How long does the Financial AI Readiness Score take?

Accepted Answer

About 5 minutes. Ten multiple-choice questions across strategy, data, compliance, operations and team.

Question 2

Do I have to book a sales call to see my score?

Accepted Answer

No. You get your score, band and top three recommended AI systems immediately on-screen. A follow-up is optional and only offered if the score suggests it's worth your time.

Question 3

What does the score actually measure?

Accepted Answer

AI readiness across five dimensions: written strategy, data accessibility, compliance envelope, operational leverage, and team capability. The output ranks the highest-leverage systems your firm should build first.

Question 4

Is my firm's information stored?

Accepted Answer

Only the answers you submit and an optional email if you request the write-up. We do not sell, share or resell submissions.

Question 5

What if I score low?

Accepted Answer

A low score is useful — it names the exact gaps to close before any AI investment pays back. The recommended first system is almost always data or compliance, not a model.

Where does your firm actually stand on AI?

Does your leadership team have a written AI strategy for the next 12 months?

How accessible is your firm's data to an AI system today?

How well does your compliance function understand generative AI risk?

Have you shipped any AI feature into production in the last 12 months?

Do you have the internal AI/ML engineering capacity to build production systems?

What's your realistic AI budget over the next 12 months?

Do you know which AI system would move your P&L the most right now?

How comfortable are you evaluating AI vendors and models?

Is your board actively asking about AI?

Honestly — if a competitor deployed a major AI advantage in 6 months, could you respond?

Where should we send your Readiness Report?