Agentic and GenAI adoption across capital markets rises but financial institutions temper expectations, finds Celent, a GlobalData company

  • 54% of survey respondents expect to have Agentic AI in production next year
  • GenAI sentiment down YoY as industry focuses on ROI

Financial institutions across capital markets indicates respondents are taking a reality check when it comes to expectations around GenAI and Agentic AI. While financial institutions quickly implemented the more straight-forward use cases such as summarization, knowledge sourcing and automation of processes, the industry’s focus is now on the development of transformational, revenue-generating use cases, reveals the latest survey of Celent, a GlobalData company.

According to the survey, data quality is also on the mind of those fronting AI initiatives. Data readiness and quality is the #1 success factor when implementing GenAI (with 42% of respondents ranking this as their top factor).

Janey Speed, Capital Markets Analyst at Celent, says: “For AI use cases to not only be effective but also robust firms must ensure that they are training their models with high-quality data. With the internet full of questionable AI generated content, newer general models run the risk of being trained on bad data and poor responses.”

Celent’s survey also asked about the implementation and production status of Agentic AI. While currently only 26% of respondents are in production, the survey results show that by the end of 2026 52% of participants expect to be rolling out an Agentic AI use case within their organization.

Speed concludes: “This data shows that capital markets firms must ensure that they are developing their tech strategy with the assumption that Agentic AI workflows are extremely achievable and likely in the not so far off future.”

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