The next wave of intelligent automation for financial institutions

This American Banker report explores where agentic AI is delivering the most value and how early wins are setting the stage for continued advancements.

Adding intelligent automation to financial services workflows can improve customer onboarding, make back-office tasks more efficient and help mitigate fraud risk. And while banks are widely adopting automation and realizing ROI from these efforts, there are still plenty of opportunities to produce additional efficiencies across complex workflows. 

This report from American Banker explores the maturity of intelligent automation technologies in workflows, along with the potential barriers to AI deployment. 

Key takeaways 

  • 73% of the respondents to American Banker’s survey of bank and credit union workers said they’re in some stage of intelligent automation. 

  • Financial institutions are realizing the clearest automation value in back-office operations, fraud workflows and customer onboarding. 

  • 75% of the respondents expect to achieve a return on their intelligent automation investment within two years. 

  • 84% expect to increase their investment in the coming year. 

  • 68% expect agentic AI to be at least moderately transformative for their intelligent automation efforts. 

Download the report to learn: 

  • How and why financial institutions have progressed beyond early-stage automation 

  • The value they’re receiving from these initiatives 

  • How early wins are laying the groundwork for continued advancements 

  • The role of agentic AI, and why it can be a powerful catalyst for change 

This study also highlights why finding the right technology partner is critical. Download your copy today. 

This report is from American Banker Research, with partner insights from Hyland. 

 

Download the report