Readiness Assessment
Build the capacity to modernize continuously.
See how your bank’s leadership, people, technology and investment decisions support Run, Change and Innovate in an AI-driven environment.
Start the readiness assessmentSee what you’ll receiveA clearer starting point for your next decisions.
Turn individual observations into a structured discussion about your bank’s ability to run dependably, deliver change and learn through innovation.
Your readiness profile
See scores and maturity levels across seven connected areas of organizational readiness.
Priority gaps
Explore how strengths and gaps interact, and where a closer leadership discussion could help.
Practical analysis
Understand the implications of each area’s maturity level and the steps that could move it forward.
A basis for action
Bring the findings to accountable owners and connect agreed priorities to your One Project List.
Four enabling pillars. Three interlocking gears of execution.
The four pillars provide the conditions for progress:
Strategic Priorities
Executive alignment, clear choices and capacity to deliver.
People & Organizational Structure
Accountability, skills, ways of working and adaptability.
Technology & Architecture
Data, integration, technical debt and readiness for responsible automation and AI.
Money and Benefits
Funding discipline, ownership of outcomes and realized value.
The three gears put those conditions to work:
Run the Bank
Dependable operations, mature processes and effective controls.
Change the Bank
The ability to prioritize, resource and deliver change.
Innovate the Bank
Disciplined experimentation and the ability to put learning into practice.
Lessons from running, changing and innovating the bank feed back into priorities, capabilities and investment decisions.
See the connections that shape execution.
A clear strategy can still run into limited delivery capacity. New technology can struggle against fragmented data and inconsistent processes. Funding an initiative can be easier than agreeing who owns the benefits after implementation.
Developed around Rick Mavrovich’s Strategic Flywheel framework, this assessment helps banking leaders examine those connections. AI readiness runs through the questions alongside governance, architecture, operating discipline and the ability to adapt.
From your answers to shared priorities.
Complete the assessment
Answer 50 questions based on your bank’s current, repeatable practices and the evidence behind them.
Review your results
View your seven-area profile, maturity levels and analysis on screen. Return through the link sent to your email.
Agree the next priorities
Discuss the findings with the people accountable for the work. Name owners and bring the next commitments into your One Project List.
The scores reflect your self-ratings, rather than a comparison with peer banks. A strong average can coexist with a control gap that deserves attention. Use the profile alongside your bank’s evidence, risk reviews and leadership judgment.
See where your bank is ready to move forward.
Start with the bank you operate today. Use the results to focus the decisions that will strengthen its capacity for continuous modernization.
Start the readiness assessment
Explore the thinking behind the assessment.
The Strategic Flywheel explores how Run, Change and Innovate work together—and how leadership, people, technology and investment support continuous modernization.
Explore the book