Who It’s For:

Finance professionals who are:
Feeling unsure where to begin with AI
Tired of buzzwords and want actionable insight
Sitting on unused potential in their current systems
Wanting a fast, focused AI readiness snapshot with next steps
20 questions is all it takes to get started.
If you're unsure where to begin with AI in finance, you're not alone. Many finance leaders feel overwhelmed by the pace of technological change. This quick assessment will help you cut through the noise and identify practical, high-impact steps tailored to your team's needs.
This focused 20-question assessment evaluates your readiness across five critical dimensions:
- Systems compatibility (4 questions)
- Capability gaps (4 questions)
- Opportunity sizing (4 questions) - Note: In this section, higher scores indicate greater opportunity for improvement
- Risk factors (4 questions)
- Execution readiness (4 questions)
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A personalised AI Maturity Score (0-100)
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Benchmark comparison with UK finance teams, including FTSE 250 companies
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Tailored recommendations on where to start with AI and automation based on your team’s current state
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A prioritised action plan, aligned to your finance function’s real needs