Organisation
Which best describes your organisation?
A
Global bank or financial institution (assets >$10B)
B
Private equity or venture capital firm
C
Family office or wealth management firm
D
Mid-market enterprise or regional financial services firm
AI Maturity
How would you describe your organisation's current AI adoption?
A
Multiple AI systems in production across departments
B
One or two pilots completed — evaluating broader rollout
C
Exploring AI — some POCs started but nothing in production
D
Early stage — AI is on the roadmap but not yet started
Infrastructure
How would you describe your current technology infrastructure?
A
Cloud-native with modern APIs and containerised workloads
B
Hybrid cloud/on-prem with active modernisation underway
C
Primarily on-premises with limited cloud adoption
D
Legacy core systems — modernisation not yet prioritised
Data
How accessible and structured is your enterprise data?
A
Centralised data warehouse/lake with clean, documented datasets
B
Partially centralised — key datasets available via APIs
C
Significant silos — data lives in disconnected systems
D
Fragmented and inconsistent — data quality is a known issue
Integration
How well do your core systems (CRM, ERP, compliance tools) integrate with each other?
A
API-first — all systems expose endpoints and share data in real time
B
Key systems integrated, some manual handoffs remain
C
Limited integrations — most data transfers are batch or manual
D
Systems are largely isolated with no integration strategy
Compliance
What is your current regulatory compliance and security posture?
A
SOC 2 Type II, ISO 27001 or equivalent — full programme in place
B
Working towards certification — key controls implemented
C
Basic security measures — no formal certification yet
D
Ad-hoc security — compliance not yet formalised
Governance
Does your organisation have a framework for responsible AI deployment?
A
Yes — documented AI ethics, bias testing and audit trail policies
B
In progress — leadership is developing these policies now
C
Informal guidelines but nothing formally documented or enforced
D
No AI governance framework — not yet on the radar
Team
How would you describe your internal AI and technology capability?
A
Dedicated AI/ML team with engineers, data scientists and architects
B
Strong tech team with some AI literacy — no dedicated AI unit
C
General IT team exploring AI — limited specialist knowledge
D
Fully vendor-dependent — no internal AI expertise
Leadership
How strong is executive sponsorship for your AI programme?
A
Board-level mandate with dedicated AI budget allocated
B
Strong C-suite interest — budget conversations underway
C
Middle management driving AI — limited board visibility
D
Minimal leadership awareness or interest in AI
Workflows
Which workflows are you most eager to automate with AI agents?
A
KYC/AML, compliance monitoring and regulatory reporting
B
Deal sourcing, due diligence and portfolio monitoring
C
Client reporting, onboarding and advisory workflows
D
Back-office automation — HR, finance, operations
Use Case Readiness
Have you formally scoped specific AI agent use cases with ROI estimates?
A
Yes — documented use cases with business cases and ROI models
B
Use cases identified but not fully costed or scoped
C
A few ideas — no formal evaluation or prioritisation done
D
Still in discovery — no specific use cases identified
Vendor Readiness
How prepared is your organisation to onboard and manage an AI vendor?
A
Procurement, legal and IT processes are AI-vendor ready
B
Process exists but needs updating for AI-specific requirements
C
General vendor process — not specifically designed for AI
D
No structured vendor evaluation process in place
Data Privacy
How does your organisation handle client data privacy for AI workloads?
A
Private VPC or on-prem deployment — data never leaves our environment
B
Data residency controls in place with approved cloud regions
C
Standard cloud data protection — no specific AI data policy
D
Not yet assessed — data privacy for AI is an open question
Timeline
What is your target timeline for deploying your first production AI agent?
A
Immediately — we need agents live within 30–60 days
B
Within this quarter — 60–90 day deployment window
C
This year — 6–12 months with proper planning
D
Exploring options — no firm timeline yet
Ambition
What does AI agent success look like for your organisation in 2 years?
A
50+ agents running autonomously across all major departments
B
5–10 high-impact agents transforming key workflows
C
2–3 proven agents saving significant time and cost
D
A clear understanding of what's possible and a roadmap
