Which parts of your firm are governed — and which are exposed?
Three free self-assessments, built from twenty years inside regulated financial services. Each takes minutes and shows you exactly where your firm is strong and where it's exposed — no cost, no commitment.
Firm-level diagnostic
Score your whole firm across twelve operating-model instruments and get an instant readiness profile.
Take the diagnostic →By-function heat-map
The same twelve instruments applied across the functions you choose — Compliance, Finance, Operations and more.
See it by function →AI value and conformance
Score whether your AI is realising value, governed, scaled beyond pilots, and ready for regulatory scrutiny — across four pillars.
Check your AI readiness →Sequence is the practitioner body of work and method of Paul Soares — 20+ years in regulated wealth management, LSE AI Leadership Accelerator, Lean Six Sigma Green Belt. These tools are for general information; they are not legal, regulatory, investment or professional advice.