---
title: "Intelligent Automation for Financial Institutions"
description: "Download this American Banker report to find out where agentic AI is delivering the most value for financial institutions. Explore the key findings."
url: "https://www.hyland.com/en/resources/analyst-reports/american-banker-intelligent-automation-report"
lang: "en"
published: "2026-10-01T03:10:57.548Z"
---

# Intelligent Automation for Financial Institutions

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.*