2 week AI Audit
AI AuditVisibility, risk, outcomes.AI TransformationCapture AI value across workflows.AI GovernanceContinuous evidence, not paperware.AI FluencyWorkforce that compounds.AI engineeringBuild AI inside your product.EvalsContinuous evaluation in production.All servicesThe full service map.
Not sure where to start?Take the 5-min maturity assessment →Maturity modelOpen assessment
By industry
Private equityPortfolio-wide value capture.Regulated financeThe finance umbrella.Banks & capital marketsRegulator-defensible under SR 11-7.FintechShip trusted AI fast.Asset & wealthFor advisors and ops.REITs / real estateAI-driven NOI uplift.InsuranceUnderwriting + claims, instrumented.
Field notes, scorecards, compliance
12 LeversWhere value capture shows up.Baseline problemWhy measurement collapses.Adoption → assuranceThe sequence every AI team walks.Adoption scorecard9 proxies. 5 minutes.All scorecardsFour 8-minute scorecards.Compliance frameworksISO · NIST · EU AI Act · AIUC-1.Resources hubAll chapters and field notes.
Featured chapter
The 12 Levers of Enterprise AI Adoption.
Twelve places where AI value capture actually shows up, each mapped to who owns it and what good looks like.
Read more →

The six stages of enterprise AI maturity.

Where a finance organization sits on this curve determines every AI decision it should be making this quarter. Most enterprises in 2026 are between Stage 2 and Stage 3.

Take the 5-minute assessment →
Why stages matter

The wrong move at the wrong stage is expensive.

Each stage has a different question, a different buyer, a different set of capabilities that matter. The point of the model is to stop the generic AI conversation and start the specific one.

Stage by stage

Six stages. Six different next moves.

Each card names the buyer in the room, the question they are asking, and the capability that unlocks the next stage.

Stage 01

Aware.

“Is AI going to matter for us?”
Primary buyer
CEO
What matters here
Strategy framing, peer awareness, vendor education.
Market reality
Less than 10% of finance enterprises are still here in 2026.
Stage 02

Experimenting.

“What AI tools should we try, and is anyone using them?”
Primary buyer
CIO / CAIO
What matters here
Discovery, tool inventory, shadow AI visibility, light ROI signal.
Market reality
Strategy readiness at 42%. Infrastructure readiness lags.
Stage 03

Adopting.

“Are our AI investments producing value?”
Primary buyer
CIO + CFO
What matters here
Usage depth, ROI measurement, spend intelligence, board-ready reporting.
Market reality
Most finance enterprises in 2026 are here and do not know it.
Stage 04

Operating.

“Are our AI systems behaving the way we need them to?”
Primary buyer
CIO + CISO
What matters here
Behavioral evaluation in production, baselines per use case, drift detection.
Market reality
83% of enterprises report shadow AI growing faster than IT can track.
Stage 05

Governing.

“Can we prove it? Continuously?”
Primary buyer
CIO + CISO + Compliance
What matters here
Framework mapping, continuous evidence, audit-pack exports, board-level visibility.
Market reality
75% of enterprises lack governance at the depth the next 18 months require.
Stage 06

Optimizing.

“How do we make AI a durable operating advantage?”
Primary buyer
Board / CEO / CIO
What matters here
Benchmarking, agent-to-agent governance, AI-native operations, platform consolidation.
Market reality
Fewer than 5% of enterprises are structurally here today.
How the model was built

Built from inside. Not from a Gartner report.

Every stage corresponds to a real CXO interaction: the CEO asking for the AI update, the CIO chasing a usage number, the CISO defending an agent incident, compliance facing a framework clock. Operational, not descriptive.

Place yourself

Where are you on the curve?

15 questions. 5 minutes. A named stage, a next move, and a downloadable PDF you can take to your leadership team.

Book the AI Audit.

Thirty minutes to size the discovery surface: employees, devices, SaaS admin access, developer tooling, internal agents, Shadow AI exposure, and the outcome read you need at the end.