Tools

Elevate Analyst Relations Playbook

This playbook ensures clear roles, ongoing management, and a continuous feedback loop to refine your analyst relations strategy.

Elevate Analyst Relations Workbook

This workbook helps organize and manage your assets, contacts, calendars, and AI research queries

Health Insurance AI Initiatives Prioritization and Roadmap Planning Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

Stakeholder Action Plan

An in-depth template to plan initiatives and establish focus areas for improving stakeholder relationships.

AI Use Cases for Wealth and Asset Management Prioritization Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

CX AI Use Case Discovery Tool

A robust, Excel-based tool to help you identify the right AI use cases to explore for CX in your organization.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.

CX KPI Value Mapping Tool

A comprehensive tool to help you identify the right AI use cases to explore for CX.

IT Controls Register

A detailed workbook that acts as a central repository for every stage of your IT controls register efforts.

Data-as-a-Product ​Readiness Assessment

An easy-to-use tool to kick-start your journey by understanding your organization’s readiness to adopt the data-as-a-product approach.
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