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The Credit Union AI Readiness Checklist

Twenty questions to ask before your next AI vendor pitch.

Most AI vendor pitches sound the same after the third one. This checklist is the list we wish someone had handed us before our first round of vendor demos: a structured way to separate a tool that will actually hold up under a board question or an exam from one that just has a good slide deck.

It's built around the same five categories behind the Magnus AI Readiness Assessment: data infrastructure, governance, member analytics, strategy and leadership buy-in, and core system flexibility. Walk through it before your next vendor call, or use it to sanity-check a tool you're already evaluating.

What’s included

  • A 20-point vendor evaluation checklist
  • Red-flag questions for AI vendor demos
  • A one-page summary formatted for your board packet

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