AI-agent readiness check

Is your bank ready for AI agents in production?

10 questions, about 3 minutes. See your readiness level for AI agents at the end; the full result with recommendations follows with your work email.

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Claude Certified Services Partner (Anthropic)Claude Certified Services Partner(Anthropic)
  • 250+ engineers, headquartered in Zurich.
  • ISO 27001 and ISO 27701 certified.
  • 100+ AI projects delivered, 40+ of them agentic AI projects.
  • S-PRO is a Certified partner in the Claude Partner Network.

How S-PRO helps

S-PRO builds AI agents for banks, wealth managers and fintechs, from pilot to production, on its own agentic platform, S-PRO Agents. Our team includes Claude-certified engineers and architects. If your result shows a gap, we can look at it with you in a 30-minute readiness review. See how we take a use case to production: AI agent development for banks.

FAQ

Questions about the check

Who is this readiness check for?

It is built for CIOs, COOs, Chief Compliance Officers and heads of digital or data at banks, wealth and asset managers, insurers and fintechs. Anyone who has to decide whether and when to put an AI agent into a live process can use it.

What does the check measure?

Ten questions in five areas: maturity, data, governance, use cases and delivery. Your answers place your institution on one of four levels: Exploring, Pilot-ready, Scaling or Production-grade. A low governance score caps the level at Scaling, and your answers on timeline and budget shape the recommended next step.

Is this a compliance or regulatory assessment?

No. It is a self-assessment that helps you see where to focus before an AI agent goes live. It does not replace legal advice, a regulatory review or your own compliance function.

What happens with my answers and my details?

Your answers calculate your result. If you ask for the full result, we use your name, work email, company and role to send it and to answer your request. Details are in our privacy policy.

What is a design-thinking pilot and what does it cost?

It is a short, structured pilot on one use case, with the users and data involved, to prove the idea before a full build. S-PRO offers a design-thinking pilot from CHF 20k, 2–4 weeks. The right scope depends on your use case, which is what the readiness review clarifies.

Last updated: 06.11.2026

What are you building?

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You will talk to engineers who build for banks, not to a sales script. Share your ideas, findings and questions with us.

  • Security and privacy firstISO 27001 and ISO 27701 certified.
  • Claude Partner NetworkS-PRO is a Certified partner in the Claude Partner Network. Our team includes Claude-certified engineers and architects.
  • Proven in regulated financeBanks, wealth managers and fintechs in Switzerland, the EU and the US.

Who you’ll talk to

Michael BarskyiMichael BarskyiHead of Banking & Fintech
Dustin SchulzeDustin SchulzeSenior Business Analyst
Claude Certified Services Partner (Anthropic)Claude Certified Services Partner(Anthropic)
4.946 reviews on Clutch

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