AI for Fintech

Sample AI Scorecard

What the $5,000 AI Scorecard delivers.

A sample scorecard for Keelstone Research, a fictional research chat already live in an investing app. Yours tests one AI feature you have built, on your own cases.

What you get

  • The scorecard, with each question and its result
  • The ranked fix list, with impact and effort
  • The test cases, ready to run again after every release
  • Draft answers for your partners' security questionnaires about AI
  • Cost per user, and a packaging recommendation
  • A fixed-price quote to fix or extend it; the $5,000 counts toward it

Illustrative demo on a fictional firm. Not client work.

What we tested

One AI feature, on your own cases.

Two weeks, in staging. Your reviewer picks the questions with us, so the grades reflect what users actually ask.

Scope

  • One live AI feature: the research chat
  • 50 investor questions, picked with your reviewer
  • Free and paid test accounts, to check plan gating
  • Your staging environment and model settings as they run today

01 · The scorecard

Seven areas, each graded on evidence.

Every result links back to the questions behind it. All figures here are illustrative, on a fictional product.

NumbersCFigures without a source in 7 of 50 answers
CitationsBSources shown, but not always the page
ForecastsDPrice predictions given when asked
Plan gatingCPaid data reachable from a free account's API call
Prompt injectionCText in a social post changes the answer
FreshnessBFilings current; news an hour behind
Cost per userBWithin target; web research drives the peaks

02 · Ranked fix list

What to fix first, by impact and effort.

Ranked so your team can start on the top items the week the scorecard lands, with us or on its own.

Top fixes

  • Gate paid data on the server for every request.
  • Decline price forecasts and offer the facts instead.
  • Answer numbers only from retrieved sources, with the page.

03 · Security questionnaire answers

Draft answers to the AI questions your partners send.

Written from what we tested, with the details your team confirms in brackets. They describe how the feature works; they are not compliance claims.

04 · Packaging and quote

Include it, or sell it. Then fix it at a fixed price.

With the cost per user in hand, we recommend whether to include the feature in every plan or sell it as a tier, and quote the fixes. The fixed quote is in your Scorecard; the $5,000 counts toward it.

Get a scorecard for your own AI feature.

Bring the AI feature you have built and what your users and compliance team ask about it. In 30 minutes we agree what the Scorecard would test.

Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.