How Ready Is Your Firm to Turn AI into Revenue?

A practical, 12-question diagnostic that shows where you stand with AI readiness in business; and what to do next. 

Designed for leaders in Financial Services and Professional Services, not data scientists. Results are immediate and changes can be made quickly. 

Start the 5-Minute Assessment

Tailored to your sector

Instant readiness score

Actionable next steps

What you get after completion

Complete the assessment and receive immediate, actionable insights:

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Overall AI Readiness Score

See exactly where you stand, benchmarked across 4 maturity stages from Foundational to Scaling.

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Breakdown Across 5 Pillars

Understand your strengths and gaps in Direction, Data, Systems, People, and Value all in real business terms.

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30–90 Day Action Path

Receive a focused plan designed for your current stage (tier), so you know exactly what to tackle first.

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Foundation or Pilot Guidance

Get clear advice on whether to fix data and process foundations first or move straight into AI pilots.
STEP 1

Complete the Assessment

Answer 12 straightforward questions about how your firm operates today. No technical knowledge required, just honest observations.

STEP 2

See Your Readiness Score

Receive an overall score and see which of the 4 maturity stages (tiers) your firm falls into, from Foundational to Scaling. We guide you through the process. 

STEP 3

Get Your Action Path

We share focused, practical recommendations you can discuss with your leadership team and act on within 30–90 days. Contact us anytime during this phase. 

Who this is for

This assessment is designed for mid-sized Financial Services and Professional Services firms, typically 50 to 250 people who want practical clarity, not another technology pitch.

Ideal for leadership teams who:

 Have messy, manual reporting and fragmented systems
 Are under pressure to "do something with AI" but unsure where to start
 Are focused on scaling revenue and profit without losing control. 

Built for decision-makers

Managing Directors & CEOs

with advisory or wealth management backgrounds

COOs & Heads of Operations

managing complex, manual processes

CFOs & Finance Leaders

focused on profitability and risk

Heads of Business Development

driving revenue growth

What happens next?

There's no obligation to book a call. Your results are yours to use as you see fit. But if you'd like to go deeper, we're here to help.

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Fix Data & Reporting Foundations

Get your data house in order before investing in AI tools.

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Design & Run First AI Pilots 

Targeted experiments with clear success metrics.

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Build Your AI Operating Model

Scale from pilots to a portfolio of AI initiatives.

LEARN MORE

Got your results but want to understand the basics of the assessment better? 

READ THE BLOG ON THE AI READINESS ASSESSMENT

Xcelerate Technologies

A Dubai-based digital transformation partner helping mid-sized financial and professional services firms build the foundations for sustainable AI adoption.

Sectors We Serve

Wealth Management | Advisory Firms | Corporate Services | Private Equity | Insurance | Legal Services