Free · diagnostic
Readiness Assessment
Twelve questions, three minutes — see where you stand.
- Your readiness score and tier
- The dimension dragging you down
- A starter artifact you can take to your team this week
For institutions
Find the gaps. Train the team.
Start with a readiness baseline, then decide whether your team needs Foundation seats, an assisted cohort, or a scoped briefing.
Institution Dashboard
First National · Sample
67/100
Compliance readiness
Highest-scoring department · 18 staff
Institution Dashboard
First National · Sample
Assessed
124
of 142 staff
Org score
61
/ 100 readiness
Trained
38
Foundation done
Training focus by department
Compliance
72 / High
Retail
58 / Med
Marketing
64 / Med
Operations
49 / Low
Engagement
Three ways to build.
Start with the free diagnostic. Use the result to decide whether the next move is individual enrollment, volume seats, or an assisted rollout.
Per-banker
AiBI-Foundation course
Self-paced, scored on reviewed work.
- Eighteen bite-sized self-paced modules
- Eighteen reviewed AI artifacts per practitioner
- $295 individual · volume seats by request
Institution-wide
Organizational Rollout
A coached cohort, an aggregate dashboard, a defensible posture.
- 10+ seat assisted cohort planning
- Institutional readiness baseline + post-engagement diagnostic
- Aggregate dashboard after privacy thresholds are confirmed
How institutions work with us
Assess. Train. Document. Govern. Operate.
Five steps, in order. We don't sell a policy shortcut. We help the team produce reviewable work before you scale it.
01 · Assess
Baseline your readiness
Every employee takes the assessment. Org and department breakdowns surface where the readiness gaps live.
02 · Train
Close the skill gaps by role
Assign Foundation course seats by role. Pair the institutional rollout with a coached cohort for the people who need depth.
03 · Document
Build your AI use-case record
Workbench Packs and Toolbox artifacts become your AI use-case inventory — review-ready from day one.
04 · Govern
Establish approval and data rules
Approval rituals and data rules reinforced through the same artifacts staff already use day to day.
05 · Operate
Move through assisted rollout
When the cohort is ready, we agree on admin handoff, support path, and reporting cadence before launch.
What the dashboard shows
Readiness, by department, in plain language.
You see exactly which teams are ready to use AI safely, which need training, and which need both — without policy theater.
Compliance
18 staff
72
Retail / Branch
64 staff
58
Marketing
8 staff
64
Operations
22 staff
49
Lending
16 staff
66
Leadership
14 staff
78
Free · 30 minutes
Start with an Executive Briefing.
Bring your leadership team. We walk through the assessment, the dashboard preview, and what a 90-day rollout would require at an institution your size.
Request a briefing- Demo using your sanitized inputs or comparable public examples
- Peer-context discussion for your asset class
- 90-day rollout plan tailored to your shape
- Pricing for your headcount & departments
How to engage
Enrollment & assisted rollout.
Individual enrollment is self-serve. Volume seats, dashboards, and Team Assessment rollouts are scoped with us first so reporting, support, and privacy thresholds are agreed before purchase.
Assisted team diagnostic
Team Assessment
10+
seats · scoped before checkout
Run the 48-question team assessment after we confirm cohort setup, privacy thresholds, reporting owner, and support path.
- Shared participant link
- Department and role breakdowns
- Print-ready team report
By request
Institution Seats
10+
seats · quote by cohort
Request Foundation Course seats in bulk. We confirm assignment, reporting, invoicing, and support before quoting the cohort.
- Volume pricing available by request
- Enrollment handoff scoped up front
- SSO and invoicing discussed before rollout
Briefing
Executive Briefing
Custom
/ contact for engagement
A short leadership session to pressure-test readiness, data boundaries, and the first credible rollout path.
- Assessment and course path review
- Data handling and support questions
- Next-step recommendation by cohort size
Who builds this
Built around bank-review discipline.
The Institute teaches staff to produce reviewable AI work: clear data boundaries, human ownership, source checks, and artifacts a manager, compliance partner, risk officer, or IT reviewer can inspect.
Reference map
- SR 11-7Federal Reserve & OCC
- Interagency TPRM GuidanceOCC, Federal Reserve, FDIC
- ECOA / Regulation BCFPB
- AIEOG AI LexiconTreasury / FBIIC / FSSCC
Curriculum claims are mapped to named public references, not implied regulator approval.
Practice data is synthetic or sanitized; customer PII is not required for the labs.
Named advisors appear only after explicit public-attribution approval.
Start with the assessment
Your baseline costs nothing. Your rollout plan starts there.
Run your team through the free readiness check first — then bring the department breakdown to your Executive Briefing.