Paradigm has launched a free artificial intelligence (AI) readiness scorecard tool for member firms, created with marketing agency the Yardstick Agency.
The tool is aimed at helping brokers see how prepared their business and marketing activities are for the rise of AI and large language models like ChatGPT.
It also looks at how well firms use technology overall.
The scorecard is available to Paradigm member firms and follows results from Paradigm’s first national AI survey.
The tool takes around five minutes to complete.
After finishing, firms get a personalised results page with their strengths, any gaps, and recommendations to improve efficiency, visibility and readiness for AI-driven consumer behaviour.
Richard Howes, director of mortgages at Paradigm Mortgage Services, said: “Our recent survey showed a real appetite for more practical support around AI usage.
“This exclusive, first-of-its-kind scorecard tool provides advisers with a simple way to understand where they currently stand.
“It is independent and will help firms identify where they can enhance their processes, marketing and technology use.”
Howes added: “If members would like to discuss their results they get from using the tool, they can contact either myself or our Business Development team.”
Phil Bray, CEO of the Yardstick Agency, said: “It’s been a pleasure to work with Paradigm Mortgage Services to bring this free scorecard tool to life.
“It gives clear, practical steps to help businesses become more efficient and attract more clients.
“Our team is also available to support firms who want help implementing the recommendations.”
