Skip to main content

Working Excellence

Assessments
Technical Risk Assessment
AI Readiness Diagnostic
Cloud Infrastructure Assessment
Supporting Tools
Risk Cost Calculators Book a Custom Assessment
Technical Risk Assessment

A comprehensive evaluation of your security posture, architecture decisions, and compliance readiness. delivered with executive-ready findings and a prioritized remediation roadmap.

Essentials: $14,750
Threat surface scan + risk scoring Executive: $47,500
Full resilience architecture + roadmap Network & perimeter security review Identity & access management audit NIST CSF 2.0 alignment scoring Executive-ready findings report
AI Readiness Diagnostic

Before you invest in AI tooling, know whether your data foundation, governance, and infrastructure can actually support it and where to start for maximum ROI.

Essentials: $24,790
AI signal check + readiness score Executive: $74,500
Full AI strategic blueprint Data quality & governance gap analysis AI risk & bias framework review Use-case prioritization by ROI 90-day AI adoption roadmap
Cloud Infrastructure Assessment

Understand your actual cloud posture, costs, security gaps, architecture decisions, and compliance status, with findings built on real data, not hypothetical checklists.

Essentials: $14,500
Cloud recon + cost optimization Executive: $65,000
Cloud fortify + full architecture Multi-cloud cost & waste analysis Security posture & compliance gaps Architecture & scalability review Actionable findings with cost savings
Start with an Assessment
Book a Discovery Call
We will recommend the right assessment for your situation and tell you exactly what you will get.
Get Started
Cost of Inaction Calculator Compare All Tiers Meet the Assessors

Michael Kitces Discusses Trust in AI for Wealth Management

Michael Kitces, a prominent figure in the financial planning industry, shared his insights on the role of artificial intelligence (AI) in wealth management during a recent fireside chat at the ADVISE AI conference in Las Vegas. He emphasized the critical importance of trust as a barrier to the broader adoption of AI technologies in financial […]

BlackRock Launches Two New ETFs to Capitalize on AI Boom

Asset management giant BlackRock has launched two new exchange-traded funds (ETFs) aimed at providing investors with exposure to the rapidly growing artificial intelligence (AI) market. With generative AI becoming increasingly integrated across various industries, BlackRock sees this as a significant investment opportunity. Key Takeaways BlackRock introduces two ETFs focused on AI and technology. The iShares […]

Qualcomm and Google Join Forces to Revolutionize Automotive AI

Qualcomm and Google have announced a strategic collaboration aimed at integrating generative AI into the automotive sector. This partnership will leverage Qualcomm’s Snapdragon Digital Chassis and Google’s Android Automotive OS to create a more intelligent driving experience, enhancing in-car technology and connectivity. Key Takeaways Qualcomm and Google are collaborating to develop generative AI-enabled digital cockpits. […]

Top BBVA Shareholder Sells Out Over Sabadell Hostile Bid

In a significant turn of events, the largest shareholder of BBVA has decided to divest their stake amid the ongoing hostile bid from Sabadell. This move has raised eyebrows in the financial community, as it signals potential shifts in the competitive landscape of the banking sector in Spain. Key Takeaways BBVA’s largest shareholder has sold […]

AI Revolution Unleashed: Highlights from the UK Visit 2024

The UK Visit 2024 event showcased groundbreaking advancements in artificial intelligence, particularly through Microsoft’s Copilot agents. This initiative aims to transform various industries in the UK, enhancing productivity and customer experience. Key players, including Pets at Home, are leading the charge in adopting these innovative technologies. Key Takeaways Microsoft and the UK Government have signed […]

$470 Million South Florida Advisor Joins UBS From J.P. Morgan

A significant shift in the wealth management landscape has occurred as a South Florida advisory team, managing over $470 million in assets, transitions from J.P. Morgan to UBS Private Wealth Management. This move is expected to enhance UBS’s presence in the Miami market, particularly in serving ultra-high-net-worth clients. Key Takeaways John Hardin and Katelyn O’Hara […]

Lufthansa and Meta Unveil Groundbreaking XR Inflight Experience

Lufthansa has made headlines with the launch of its Extended Reality (XR) Inflight Experience, marking a significant milestone in aviation entertainment. This innovative offering allows Business Class passengers to immerse themselves in virtual and augmented reality content, enhancing their travel experience like never before. Key Takeaways First of Its Kind: Lufthansa is the first airline […]

ENet Shines as a Salesforce Success Story at TM Innovate Americas

Georgetown, Guyana. October 18, 2024 – ENet (E-Networks Inc.), Guyana’s trailblazing telecommunications provider, was proudly showcased as a Salesforce success story at TM Innovate Americas 2024, one of global telecoms’ most prestigious events. Held in Dallas, Texas, from September 23-24, the event brought together global telecom leaders to explore innovative strategies for driving transformation and […]

Ingram Micro Aims for $5.4 Billion Valuation in Upcoming IPO

Ingram Micro, a leading technology products distributor, is set to go public again in the U.S. after nearly a decade, targeting a valuation of up to $5.42 billion. This move highlights a resurgence in private-equity-backed stock market listings, driven by favorable market conditions and strong demand. Key Takeaways Ingram Micro is offering 11.6 million shares, […]

Raymond James Snags $1.1B Las Vegas Team

Raymond James has successfully recruited a team of four financial advisors from RBC Capital Markets, bringing with them $1.1 billion in client assets. This strategic move aims to enhance the firm’s employee advisor channel, Raymond James & Associates (RJA), and strengthen its presence in the Las Vegas market. Key Takeaways Team Composition: The new team […]