AI-readiness assessment for investment banks

AI-readiness assessment

Find out if your firm can support AI at scale

Answer 10 questions to get an accurate, unbiased view of your firm’s AI-readiness in just 30 seconds.

AI-ready leader

Tier 1 - High AI-readiness

0/40

AI-readiness score

Congratulations! Your bank has the key elements needed for AI success. Your data is unified, your workflows are standardized, you have a governance framework, and your teams consistently use core systems.

Insights

You’re positioned to deliver more client value, increase deal velocity, and improve operational efficiency
Data, workflows, and governance are largely aligned
Teams already operate within systems where AI can be scaled

Primary opportunities

Scale AI-powered workflows across deal execution and diligence
Expand how teams use relationship intelligence to strengthen coverage and origination
Reduce compliance risk with governed, automated workflows
Improve productivity by making firm data accessible through natural-language chat

Review your results with an Intapp financial services strategist

Get personalized guidance and identify the AI use cases that will deliver the most value across your firm.

Schedule a consultation

Retake assessment

Results are based on self-reported responses and are directional, not a legal or compliance audit. Intapp is not responsible for decisions made based on this tool. For a firm-specific risk assessment, request a CMAP.

Emerging AI leader

Tier 2 — Moderate AI-readiness

0/40

AI-readiness score

Your bank has built a solid foundation for AI, but fragmentation across systems, workflows or data may limit its impact. Disconnected data, inconsistent system adoption, and manual workflows may reduce efficiency and make it challenging to scale AI firmwide.

Insights

Manual processes and data gaps create friction and reduce scalability
Fragmented tools and processes make collaboration and information-sharing challenging
Lack of fully automated compliance workflows increase risk

Primary opportunities

Standardize workflows across teams
Improve the quality and visibility of relationship and deal data
Embed automated compliance workflows within your core systems
Strengthen cross-team collaboration and system adoption

Review your results with an Intapp financial services strategist

Get personalized guidance and explore how your firm can achieve full AI-readiness by unifying fragmented systems, automating workflows, and centralizing data.

Schedule a consultation

Retake assessment

AI explorer

Tier 3 — Low AI-readiness

0/40

AI-readiness score

Manual processes, siloed systems, and inconsistent data quality increase risk and make it challenging for your bank to benefit from AI. Your firm can move towards AI-readiness by putting the right infrastructure, workflows, and controls in place.

Insights

Fragmented data and manual workflows create operational risk
Low user adoption for core systems creates data gaps that limit AI’s impact
Governance gaps increase exposure and make it difficult to scale AI safely

Primary opportunities

Unify client and deal data within a single operating layer
Standardize workflows across teams
Automate compliance and governance controls
Improve core system adoption to build the unified data foundation AI needs to drive meaningful impact

Review your results with an Intapp financial services strategist

Get personalized guidance and explore how your firm can clear a path to AI-readiness.

Schedule a consultation

Retake assessment

Find out if your firm can support AI at scale

Tier 1 - High AI-readiness

Tier 2 — Moderate AI-readiness

Tier 3 — Low AI-readiness

Meet with an Intapp financial services strategist