Financial services leaders are committed. Returns are falling short.
From governance and human oversight to data readiness and post-launch operations, this report reveals what it takes to scale AI in a highly-regulated industry.
Of financial services leaders say AI is making them more competitive.
Say ROI isn’t meeting expectations.
How to Use the Report
Benchmark Your Program
See where your AI initiatives stand against 150 financial services organizations across banking, insurance, and wealth management. Find out why 67% of firms say data is where AI efforts most commonly stall.
Spot the Patterns
Understand what separates the firms getting more from AI from those getting less, and where the operational gaps show up. 94% of firms with dedicated AI ownership report measurable business value, against 75% for the industry overall.
Apply the Findings
Get guidance for running AI as an ongoing discipline. In financial services, 51% of organizations report more maintenance than expected as agents scale, data changes, and use cases expand.
Resource the Work
Running AI is its own job, not a second one. 68% of firms say team bandwidth is the biggest limit on the AI they can run successfully. See how leading firms build dedicated capacity for the post-launch work—monitoring, data, governance, and refinement.
Chief Revenue Officer, Insurance
Meet Our AI Experts
Brian Gannuscio
Chief Digital Officer
Sam Taylor
Senior Director, Innovation & Emerging Technology
Angie Lingk
VP, Financial Services
The work of making AI work in 2026 is operational.
Dig into how legacy data silos, governance gaps, soft ROI metrics, and stretched teams play out across 150 financial services organizations.