Ten years ago, the financial industry was defined by bureaucracy, long queues and mountains of manual paperwork. Over the past decade, digitalization, automation and artificial intelligence have transformed the way banks and financial institutions operate, making services faster and more accessible. Agentic AI now marks the next chapter by promising even greater benefits, including dramatically lower operational costs, faster decision-making and more personalized customer experiences. Yet the legacy of the past, especially entrenched legacy systems, continues to make this transition challenging.
Being designed for CIOs, CTOs, CFOs, Chief Risk & Compliance Officers, Heads of Digital Transformation and Innovation & AI Leaders, this material explores the role of agentic AI in the financial sphere, the challenges leaders are facing and solutions to solve them. Moreover, it offers a practical framework that enables organization leaders to conduct a self-assessment of their use case to determine which adoption mode is a good fit for them.
Why it matters
70% of organizations expect agentic AI to disrupt their business models within the next 18 months 33% of enterprise software will incorporate agentic AI capabilities , up from less than 1% today93% of financial institutions plan to implement agentic AI in the next 2 years , with 6% already employing it