Report

How financial services firms can advance from automated to autonomous AI

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Financial services firms are under pressure to modernize operations while juggling legacy systems, growing data complexity, and tighter regulatory expectations. Most have already automated a few point-in-time tasks. IDC research shows only 19% plan to deploy 50 or more AI agents over the next 12 months, the bigger opportunity is progressing toward augmented and, eventually, autonomous operations that adapt and self-correct in real time.

This report from IDC Financial Insights and Alteryx covers what that progression looks like in practice, including how JPMorgan Chase used AI to cut fraud false positives by 95% and save $12 billion in 2024, and the shifts it takes to move from one stage to the next.

This report covers how to:

  • Assess where your organization sits on the AI maturity curve
  • Identify what's holding back progress toward augmented and autonomous operations
  • Build a practical roadmap for scaling AI across finance, risk, and operations