Creatio Research Report

The State of Enterprise
AI Adoption: Financial Services Edition

Creatio asked 190+ financial services leaders where
they are in their AI adoption journey

Report spread: strong governance lays the foundation for AI at scale
Report spread: AI governance is advancing, but many organizations have yet to reach maturity
The State of Enterprise AI Adoption: Financial Services Edition report cover

AI is moving beyond experimentation
80% of financial institutions

are running AI, not just testing it

Embedded across the organization

17%

Scaling across the organization

30%

Deployed in selected functions

33%

80%

are past experimentation

Experimenting

10%

Still evaluating

10%

The workforce is evolving with AI
87% of respondents

expect AI agents to expand workforce capacity,
augment teams, or create new roles

87%

expect AI agents to augment people

12%

expect AI agents to cut people

33%

create capacity and growth for current staff

39%

augment teams without major headcount change

15%

create new roles

12%

expect AI agents to cut people

2%

unsure

2%unsure

Is Governance keeping up?
Only 34% of financial institutions

have fully established AI governance—
even as AI adoption accelerates

34%

Fully established
governance

43%

Partially established
governance

16%

Currently developing
governance

5%

Planning to establish
governance

3%

No plans for
governance

See what’s next
for enterprise AI

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About

The State of Enterprise
AI Adoption: Financial Services Edition

The State of Enterprise AI Adoption Report: Financial Services Edition is Creatio’s second annual industry-focused research. Based on responses from 190+ financial services IT and business leaders (within a global survey of 600+ leaders), it examines AI adoption, agent deployment, workforce impact, business outcomes, governance, barriers to scale, and AI value.

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