Answer twelve questions and get an instant, tailored readiness report across your systems, governance, processes, and people. It takes about ten minutes. There is no cost and no obligation.
How many separate software systems hold your client or customer data?
When you onboard a new client or customer, how often is the same information entered into more than one system by hand?
Do your core systems share data automatically, or is information moved by hand?
Do you have a written policy covering how staff may use AI tools with client or company data?
Do you know where your data is stored and whether it stays within the EU?
If a regulator or a client asked how you use AI, could you show clear documentation?
Is client or personal data ever put into public AI tools such as free chatbots?
Roughly how much of your team's week goes on manual, repetitive admin that follows predictable rules?
Have you identified specific processes where AI could help, or is it still a general idea?
How would you describe your team's attitude to new technology?
Is there clear ownership of AI decisions in the business?
Is anyone in the business already using AI tools in their work?
What is the single biggest thing holding you back from adopting AI?
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