AI Readiness Self-Assessment Guide for Financial Institutions

Is your financial institution prepared for responsible AI adoption? This self-assessment guide covers four key governance areas to strengthen oversight and compliance.

AI Readiness Self-Assessment Guide for Financial Institutions

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In this guide, you’ll learn:

  • I.

    The Four Pillars of AI Governance

    Evaluate your financial institution’s AI readiness across four governance areas: Oversight & Accountability, Governance Practices, Board Awareness & Education, and Culture & Operational Resilience, with guidance from DORA and the CEIP Cyber Toolbox for Financial Institutions.

  • II.

    How to Use the Self-Assessment Guide (and What to Do with the Results)

    Step-by-step guidance on scoring your institution’s readiness, interpreting the results, and identifying actionable areas for improvement. Learn how to move from assessment to implementation of responsible AI governance.

  • III.

    Bonus: How Convene Board Portal Can Champion AI Readiness

    Discover how Convene’s board management platform centralizes risk reporting, enforces compliance guardrails, enables secure collaboration, and leverages AI-powered meeting summaries to support proactive governance and decision-making.

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