The Oasis Group’s AI Readiness Index: First Maturity Benchmark for Wealth Management Industry

The Oasis AI Readiness Index™ is the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices, designed specifically to evaluate how prepared firms are to deploy artificial intelligence safely, responsibly, and effectively. It utilizes a two-axis maturity model that measures AI readiness across two complementary dimensions – governance control and technology sophistication – throughout 70 diagnostic questions.

1. Governance & Operational Maturity – Does the firm have the policies, data controls, compliance alignment, process governance, and workforce readiness to manage AI responsibly? Assessed across five weighted pillars and 35 diagnostic questions, each rated on a five-level scale from Initial to Optimized.

2. Technology Capability Tiering – How sophisticated is the firm’s AI deployment? The model tracks a five-stage progression across seven categories and 35 questions:

• Foundational – off-the-shelf assistants used individually
• Augmented Tools – AI connected to firm data and context
• Operationalized Agents – purpose-built AI automating specific tasks
• Orchestrated Systems – multiple AI agents coordinating across workflows
• Digital Workers – persistent, governed AI entities executing business roles

The combined formula – (Governance × 0.70) + (Technology × 0.30) – produces a single score (0–100) and readiness tier: Emerging, Developing, Maturing, Advanced, or Leader.

The Oasis AI Readiness Index, which can be downloaded for free by filling out the form below, includes: