Is your investment banking firm AI-ready?

Is your investment bank AI-ready?

Take our 30-second assessment to
find out where you stand.

Find out if your firm can support AI at scale

Your bank probably has an AI strategy. But is your bank ready to scale AI across the full deal lifecycle?

Many investment banks we speak with overestimate their AI-readiness because they’re benchmarking it against their own past state rather than against what’s possible.

Take our assessment to get an accurate, unbiased picture of your bank’s AI-readiness and learn what to do next.

Answer 10 questions and get your bank’s AI-readiness score instantly

Take the assessment

Leading investment banks trust Intapp

Why AI readiness matters

When your bank is AI-ready, you can compound advantage by scaling AI in a structured, compliant, and consistent way across your entire organization.

Deliver real-time intelligence

Transform firm and market data into deal-winning insights and recommendations.

Surface new opportunities

Find new mandates with real-time market signals and coverage monitoring.

Mitigate compliance risk

Automatically surface potential issues within deal workflows prior to mandate acceptance.

Accelerate execution

Close deals faster with automated, end-to-end workflows.

Find out if your bank is AI-ready

Start the assessment

What AI-ready investment banks can do

Surface at-risk relationships before they grow cold.

Deliver the right intelligence to the right coverage teams in real time.

Run continuous conflict checks against deal activity.

Capture every interaction so bankers have firmwide relationship context.

Provide instant answers to plain-language questions about your data.

Frequently asked questions

: This assessment evaluates whether your firm has the infrastructure, processes, and governance controls needed to scale AI successfully, based on our experience  working with top private capital firms. It calculates an AI-readiness score and  highlights opportunities for improvement.
: Yes. Even firms with modern systems struggle with issues like inconsistent adoption, siloed data, and manual workflows that limit how effectively AI can be applied. This assessment benchmarks your firm’s overall AI readiness — not the technology you have in place — to determine how ready your firm is to support AI at scale.
: After completing the assessment, you can see your results immediately by entering your name  and email address. You’ll also have the option to schedule a consultation with an Intapp financial services strategist to discuss your results and get personalized guidance on next steps.
: No. This is simply a diagnostic tool that’s designed to quickly surface areas where deeper evaluation may be needed. It reveals whether your foundational infrastructure, workflows,  and governance controls are ready to support AI at scale.
: This 10-question assessment should take no more than 30 seconds.