AI in Financial Services

Enabling responsible technology-driven innovation in the financial system

The financial sector is spending more than other industries on AI, however firms face difficulty keeping pace with the speed of innovation. Structured guidance, industry and cross-industry collaboration are essential to help organizations effectively prioritize opportunities, scale solutions, and continuously evaluate success to ensure long-term impact of their AI strategies.

The AI in Financial Services initiative brings together public and private sector leaders to explore the latest AI advancements and to deliver guidance for financial services entities as they navigate the various stages of AI adoption.

Thought leadership

We publish thought leadership and host sessions at Forum summits and other events to share actionable insights with a global audience.

Open dialogue

We hold several global workshops and roundtables annually to foster knowledge exchange, gather insights, and to drive collaboration around common challenges.

Practical guidance

We deliver insights and guidance for public and private financial services entities as they navigate the various stages of AI adoption.

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.

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.

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.

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.

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.

AI in Financial Services

Enabling responsible technology-driven innovation in the financial system

Our focus areas

Prioritization and scaling

Workforce developments

Evaluation and ROI

Our impact

Thought leadership

Open dialogue

Practical guidance

Our latest reports

The AI Playbook for Financial Services

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

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

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

Learn more about AI in financial services

Stock markets and supermarkets: how business is deploying AI

Financial Innovation - Powered By AI And Emerging Tech

Join us in enabling responsible innovation in the financial system