# Our insights

Explore our reports, articles and videos.


## Our latest reports


### The AI Playbook for Financial Services

This report offers practical guidance for organizations at every stage of their AI journey. It breaks down complexity around AI strategy, governance, workforce transformation, data foundations and agentic systems, as firms work to scale AI quickly and securely.

[Read the report](https://www.weforum.org/publications/the-ai-playbook-for-financial-services)


### 2026 Global AI in Financial Services Report – Adoption, Impact and Risks

This collaborative report draws on data from a survey of 450+ financial institutions, fintechs, AI vendors and regulators, offering insights on the adoption and impact of AI in the financial sector.

[Read the report](https://www.jbs.cam.ac.uk/faculty-research/centres/alternative-finance/publications/2026-global-ai-in-financial-services-report/)


### Transformation of Industries in the Age of AI: Artificial intelligence in financial services

This white paper provides an overview of the state of AI in financial services, along with key open questions and potential risks to be considered by business leaders, policy-makers and customers.

[Read the report](https://www.weforum.org/publications/industries-in-the-intelligent-age-white-paper-series/financial-services/)


### Pushing Through Undercurrents: Sectoral and regional forces influencing technology-driven systemic risk, and resulting mitigation opportunities

This report presents insights into forces that can spread technology-driven risks across the financial system and identifies mitigation opportunities available for financial services players.

[Read the report](https://www.weforum.org/publications/pushing-through-undercurrents-sectoral-and-regional-forces-influencing-technology-driven-systemic-risk-and-resulting-mitigation-opportunities/)


### Beneath the Surface: Technology-driven systemic risks and the continued need for innovation

This report explores the relationship between increased technology adoption in financial services and systemic risk.

[Read the report](https://www.weforum.org/publications/beneath-the-surface-technology-driven-systemic-risks-and-the-continued-need-for-innovation/)


## More publications and videos


## Featured Content

### Stock market and supermarkets: how business is deploying AI

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[Read more](https://www.youtube.com/watch?v=K6WWFwvECBI)

### Financial Institutions: Finding Their Way to Innovate

When ordering food or beverages to go, customers can opt for a reusable revolv cup. A deposit is placed on the cup, which will be paid back upon return at a drop-off station or to any participating café. Revolv provides users with incentives, including discounts, to opt for a revolv cup

[Read more](https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2025/sessions/financial-institutions-finding-their-way-to-innovate/)

### How Agentic AI will transform financial services with autonomy, efficiency and inclusion

When ordering food or beverages to go, customers can opt for a reusable revolv cup. A deposit is placed on the cup, which will be paid back upon return at a drop-off station or to any participating café. Revolv provides users with incentives, including discounts, to opt for a revolv cup

[Read more](https://www.weforum.org/stories/2024/12/agentic-ai-financial-services-autonomy-efficiency-and-inclusion/)

### Forging New Pathways: The next evolution of innovation in Financial Services

When ordering food or beverages to go, customers can opt for a reusable revolv cup. A deposit is placed on the cup, which will be paid back upon return at a drop-off station or to any participating café. Revolv provides users with incentives, including discounts, to opt for a revolv cup

[Read more](https://www.weforum.org/publications/forging-new-pathways-the-next-evolution-of-innovation-in-financial-services/)

### Emerging technologies are reshaping financial services. Here's how

When ordering food or beverages to go, customers can opt for a reusable revolv cup. A deposit is placed on the cup, which will be paid back upon return at a drop-off station or to any participating café. Revolv provides users with incentives, including discounts, to opt for a revolv cup

[Read more](https://www.weforum.org/stories/2020/09/emerging-technologies-reshaping-financial-services/)