AGASI · Pulse for FinTech
A GenAI capability baseline for FinTech teams
See whether your teams use GenAI safely with regulated and customer data. Measure capability across prompting, verification, data handling, and responsible use, reported at the team level.
Also available for: Enterprise AI transformation · Consulting
The challenge
In a regulated environment, unseen GenAI use is a control gap
FinTech teams adopt GenAI quickly, but in regulated workflows the exposure isn’t just productivity; it’s data, accuracy, and defensibility.
Regulated and customer data is the first-order risk
The exposure isn’t only accuracy; it’s PII and financial data going into GenAI tools. Usage dashboards won’t surface unsafe data-handling behavior.
Unverified outputs carry compliance weight
In regulated workflows a hallucinated figure or misstated policy isn’t a typo; it’s a control failure. You need evidence that outputs are being checked.
Enablement has to satisfy risk and compliance
Rolling out GenAI without a defensible baseline makes it hard to show second-line and regulators that adoption is controlled and staff are competent.
Sample output
What you receive
A GenAI capability baseline across four reporting areas, plus an enablement action plan to guide training assignment and workflow reinforcement.
Capability by Role
GenAI capability scores by primary role, showing whether gaps are function-specific or organization-wide and where to focus first.
Enablement Profile
Error patterns by role mapped to three enablement streams: Data Handling, Verification, and Prompting & Task Framing, so you can tailor interventions by function.
| Error Type | |||||
|---|---|---|---|---|---|
| Role | Oracle Truster | Tangential | Passive Prompter | Data Leaker | No Error |
| Customer Success (n=17) | 47% | 12% | 18% | 12% | 12% |
| Finance (n=11) | 9% | 27% | 36% | 18% | 9% |
| HR / People (n=42) | 31% | 14% | 24% | 10% | 21% |
| Marketing (n=19) | 37% | 16% | 21% | — | 26% |
| Operations (n=8) | 75% | 13% | — | 13% | — |
| Product / Design (n=6) | 17% | 50% | 33% | — | — |
| Sales (n=7) | 57% | 14% | 14% | — | 14% |
| Strategy / PMO (n=10) | 50% | 10% | — | 20% | 20% |
Confidence vs. Competence
A confidence-competence matrix that reveals who is overconfident about their GenAI skills, the group most likely to miss errors and least likely to seek help.
23.5%
Overconfident
n=36
High self-confidence, low actual capability. Highest risk — most Verification and Data Handling errors.
33.3%
Capable
n=51
Confident and competent. Lowest error rates. The benchmark group.
25.5%
Emerging
n=39
Low confidence, low capability. Needs foundational enablement.
17.6%
Underconfident
n=27
Low confidence, but reasonable capability. May underuse GenAI.
Risk by Profile
Verification and data handling error rates by confidence profile, showing where overconfidence translates directly into operational risk.
Skill Gap Priority
The most common skill gap across all respondents ranked by dimension, so you know which capability to prioritize in enablement design.
Sample output
What you receive
A GenAI capability baseline across four reporting areas, plus an enablement action plan to guide training assignment and workflow reinforcement.
GenAI capability scores by primary role, showing whether gaps are function-specific or organization-wide and where to focus first.
What we measure
Five capability dimensions
The assessment covers the skills that matter most for safe, effective GenAI use in daily work.
Prompting & Task Framing
How well teams structure requests, provide context, and define constraints for GenAI tools.
Verification & Validation
Whether outputs are checked for accuracy, hallucinations, and completeness before use.
Data Handling
Awareness and habits around sensitive data handling when using GenAI tools.
Ethical & Responsible Use
Understanding of bias, attribution, and organizational policies for GenAI.
Workflow & Audience
How well GenAI outputs are adapted to the intended audience and integrated into real workflows.
How it works
Administer → Analyze → Act
From assessment to action plan in 2 weeks.
Administer
15–20 min online
Team members complete a short, confidential online assessment covering all five capability dimensions.
Analyze
Cohort patterns
We aggregate results at the team level to identify patterns, strengths, and reliability hotspots.
Act
Action plan readout
Leaders receive a prioritized action plan with clear next steps for enablement and workflow improvement.
Common questions
What leaders typically ask before running a Pulse.
Contact us
Get a GenAI capability baseline + enablement action plan for your fintech teams.