Tools

AI Use Cases for Wealth and Asset Management Prioritization Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.

CX AI Use Case Discovery Tool

A robust, Excel-based tool to help you identify the right AI use cases to explore for CX in your organization.

IT Controls Register

A detailed workbook that acts as a central repository for every stage of your IT controls register efforts.

Data-as-a-Product ​Readiness Assessment

An easy-to-use tool to kick-start your journey by understanding your organization’s readiness to adopt the data-as-a-product approach.

AI Architecture Executive Presentation Template

​A valuable template to support the communication of your AI architecture at the senior leadership level.

Data-as-a-Product ​Activities Workbook​

A valuable tool to help you document your results as you work through each step of this research.

AI Architecture Component Selection Tool

An easy-to-use tool to help you pick the right building blocks for your chosen architecture.

Embed Technology Organization Readiness Assessment

An Excel-based assessment tool to determine whether your organization is prepared to adopt an embedded technology model.

Land and Expand Workbook for PLG Conversions

Accelerate product-led growth conversions by tracking user behavior and creating upgrade opportunities.
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