16 Personalities of AI for Finance

Personality science for the AI era of finance

16 Personalities of AI for Finance

How do you actually work with AI in finance? Answer 40 statements and discover which of 16 types you are, across four spectrums: how boldly you adopt AI, how you verify it, what you use it for, and how you see it shaping your career. Every type is a strength.

40 statements~8 minutes4 spectrums16 types
Type preview01 / 16

TVBC

The Alchemist

Architects

The model

Four spectrums, one letter each

Your type code combines one letter from each spectrum. Neither end is better: each describes a different way of creating value with AI in finance.

The families

Four families of AI in finance

Families group types by stance and scope. Tap any code to read its profile.

Method

Built on behavioural science

Research-grounded spectrums

Each spectrum draws on established research: the Technology Acceptance Model, regulatory focus theory, automation bias and algorithm aversion, need for cognition, self-efficacy and threat appraisal.

Bias-resistant design

A 7-point agreement scale with balanced keying: half of every spectrum's statements point each way, which reduces agree-bias. Statements are interleaved so the scoring stays hidden.

Consistency check

Paired opposite statements estimate how consistently you answered, and every spectrum reports a strength percentage so you can see how clear your lean is.

A reflective self-assessment for learning and team conversations, inspired by published research. It is not a validated psychometric or clinical instrument, and it should not be used for hiring or performance decisions.

Created by

Christian Martinez

Finance Lead, AI for Finance professor and author of Smart Finance (Wiley). Christian has trained 40,000+ finance leaders in AI through AI Finance Club, AI Finance Accelerator, LinkedIn Learning and YouTube. After the test, you get a learning path built from his free guides and trainings, matched to your type.