A vendor-agnostic buyer’s guide to evaluating AI partners.
AI in consulting and finance has shifted from experimentation to standard practice, and the return on investment is now clear.
Leaders also report improved decision-making quality (70%), faster decision-making (71%), and stronger forecast accuracy (64%) over the past year.2
AI is growing throughput capacity, improving work quality, and elevating confidence. Given these gains, it is critical to understand the new baseline for AI platforms as you lead your firm’s AI strategy. Use the checklist below as you evaluate each vendor: tick a question once a platform has answered it to your satisfaction.
01One platform that unifies your context and tools
02Built for your teams, not single players
03Makes you better, not just faster
97% of review runs find an error in professional work, illustrating the value of AI review.3
04Hands-on support
Without strong implementation support, a licence is just a cost: adoption is what converts it into capability.
05Rigorous InfoSec & security standards
ResultWill this turn into a long-term advantage for your firm?
Not answered yet
The answer fills in as you tick the criteria above. It is a yes only when every one is met.
The platform you build underneath your firm will determine its future: your work deserves the highest standards.
- 1 Eden McCallum & London Business School Consultant Survey 2024 (500 consultants, UK and Europe).
- 2 KPMG, Global AI in Finance 2026: The Decision Advantage (1,013 senior finance leaders, 20 countries, 13 sectors).
- 3 Tracelight internal research.