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Zenith Wealth Management

This short, anonymous survey will help your organization better understand your comfort and familiarity level with AI. Your responses will not be linked to your name. There are no right or wrong answers — we're simply learning where everyone is starting from. This survey is administered by RUDI (Responsible Use of Digital Intelligence), a public education initiative focused on empowering responsible AI use.

Age Range

Which age group do you belong to? (Select one)
Age Range
A
B
C
D
E
F
G

AI Chatbots

Which general-purpose AI chatbots have you used? (Select all that apply)
AI Chatbots

AI Agents

Which AI agents — tools that can perform multi-step tasks autonomously — have you used? (Select all that apply)
AI Agents

Specialized AI Tools

Which domain-specific AI tools have you used? (Select all that apply)
Specialized AI Tools

Which of the following have you done when using AI tools?

Which of the following have you done when using AI tools?

Frequency of AI Tool Use

How often do you currently use any AI tools in your personal or professional life?
Frequency of AI Tool Use
A
B
C
D
E

Organizational AI Usage

Which best describes your program's current AI adoption status?
Organizational AI Usage
A
B
C
D
E

How comfortable are you with learning and using new digital tools (including AI) in your role today?

0 = very uncomfortable and 10 = very comfortable
How comfortable are you with learning and using new digital tools (including AI) in your role today?

Concerns About AI in the Workplace

What concerns do you have about using AI at work? (Pick up to 3)
Concerns About AI in the Workplace

60-Day Process Improvement Priorities

If you could improve one process in your program or department over the next 60 days, what would it be? (Select all that apply)
60-Day Process Improvement Priorities