---
title: "Forrester Report: AI Agents in Financial Services"
description: "Explore how financial services organizations are scaling AI agents to unlock enterprise intelligence and drive smarter, faster decisions."
url: "https://www.hyland.com/en/resources/analyst-reports/forrester-tlp-finserv"
lang: "en"
published: "2026-08-31T19:45:52.875Z"
---

# Forrester Report: AI Agents in Financial Services

Financial services organizations are moving decisively toward AI agents to improve decision-making, streamline operations and deliver more personalized experiences. Today, **60% of organizations are already using AI agents**.

Leaders see this as a long-term shift, with **88% of decision-makers** identifying AI agents as central to the next phase of transformation. Realizing that potential requires a more connected, context-driven approach to enterprise content.

Download the study conducted by Forrester Consulting, From Content to Intelligence: A Spotlight on Financial Services, to learn:

- How financial services organizations are scaling AI agents beyond pilots into real business impact
- The key barriers to progress — including governance, integration and lack of context — and how they affect outcomes
- Where AI agents are delivering value across customer experience, efficiency and enterprise intelligence

This study highlights how AI agents are positioning financial services organizations to compete, operate and innovate at scale.