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AI Readiness Audit

Evaluate your firm's AI readiness in 2 hours

Start learningFree and self-paced. No sign-up needed to preview.
Format
Free course · Self-paced
Modules
8
Built for
Associates, VPs, and Directors at financial services firms

What AI Readiness Audit covers

A hands-on framework to assess your current state, identify high-value opportunities, calculate ROI, and produce a one-page readiness report for leadership.

This course is designed for professionals who need to move from AI curiosity to useful implementation. The lessons focus on the workflows, risks, data requirements, governance questions, and ROI arguments that teams need before putting AI into production.

Each module is written as a working guide rather than a theory note. You can read it end to end, share individual lessons with colleagues, or use the module sequence as the outline for an internal workshop.

What you’ll learn

Workflow discovery
Map your team's AI-ready processes
Readiness scorecard
Score across 5 dimensions
VALUE scoring
Prioritise automation opportunities
ROI calculation
Use your actual firm numbers
Tool matching
Evaluate AI tools for your use cases
Leadership report
One-page readiness brief for executives

Outcomes

  • Explain where AI can help your team, and where it can’t, without overstating what the technology can do.

  • Identify the data, privacy, workflow, and governance constraints that determine whether an AI use case is ready for production.

  • Build a clear business case using operational metrics, implementation costs, and measurable outcomes.

  • Create a practical next-step plan that connects the course material to a pilot, internal training session, or stakeholder discussion.

8 modules

  1. Module 1Why Audit?
  2. Module 2Readiness Scorecard
  3. Module 3Workflow Discovery
  4. Module 4VALUE Scoring
  5. Module 5Tool Matching
  6. Module 6Calculating ROI
  7. Module 7Readiness Report
  8. Module 8Audit to Action

The tools, guides and services that apply this course to real work.

Primary standards and regulators

Use current official guidance for regulated decisions. Individual lessons link further sources where a specific claim depends on them.

Want an outside view of your firm’s readiness?

Book a 20-minute call to talk through your results and the workflow you would test first. We’ll tell you whether a fuller assessment is worth doing.