Give your clients a clear view of their AI exposure.
Clients ask their accountant, IT provider or broker about AI. A scored report from their own team's answers gives you something concrete to talk about.
Where it fits
Accounting and advisory firms can use the report as a starting point for an annual conversation about risk, systems and productivity. IT and managed service providers can use the tool register to see which tools clients actually run, including those nobody told them about. Insurance and finance brokers can use the controls checklist to prepare a client for renewal questions.
Where we are now
Each client currently buys and runs their own forum. A programme for firms, covering how clients are invited, who sees what and what firms are paid or charged, is not finished, and we do not want to promise features that do not yet exist. If you register your interest, we will tell you what is live and what is planned.
See the guides on accounting firms, IT providers and insurance brokers for how the survey applies to your own practice.
Can I send Calibre Forum to my clients?
That is what we are setting up. At the moment each client buys and runs their own forum from the main site. If you want to offer it to a group of clients, register your interest and we will talk through how it could work.
Is there a wholesale price or referral fee?
Not yet. We have not set one, and we would rather agree something fair with the first few firms than publish a number now.
Would I see my clients' results?
Only if your client chooses to share their report with you. Calibre Forum does not give firms access to client results by default.
Preparing a client's team? How to run a staff survey about AI sets out what to tell people beforehand.
Want to offer this to clients?
Tell us about your practice and we will be in touch.