The state of automation in banking and financial services 2025

The financial services industry stands at a defining crossroads, shaped by profound structural shifts in macroeconomics, competition, and technology. As the landscape becomes more complex, it also presents fertile ground for those willing to rethink their business models.

In our latest whitepaper, we dive into the macro trends shaping banking in 2025 and explore how agentic automation is poised to help banks thrive amidst these changes.

Key Takeaways:

• Margin Compression & Profitability Pressures: Learn how agentic automation helps banks navigate rising compliance costs, margin pressures, and the long-term impacts of CRE exposure.

• Competitive Redefinition: Discover how AI and automation can help incumbents tackle the accelerating pace of innovation from fintech challengers and create hyper-personalized, platform-based banking experiences.

• Generative AI as a Strategic Mandate: Understand how to overcome legacy system constraints and unlock the full potential of generative AI to drive agility and intelligence across your operations.

• The M&A Imperative: See how automation plays a critical role in helping financial institutions integrate modern technology stacks post-merger, driving cost synergies and operational efficiency.

• And More!

Why Agentic Automation?

Agentic automation represents the future of banking, combining AI, RPA, and advanced orchestration to handle high-value tasks such as regulatory reporting, financial crime detection, and client onboarding.

What’s Inside:

• The rise of agentic automation and its impact on the banking industry

• Key components for building a successful agentic automation strategy

• Overcoming challenges like fragmented tech stacks and change management

• A roadmap to seamlessly integrate AI-driven automation across your operations

Ready to Transform Your Bank?

The banking industry is rapidly evolving—don’t be left behind. Download our whitepaper today to learn how agentic automation can optimize operations, elevate customer service, and unlock new growth opportunities for your institution.