Implementor's Guide to AI for Financial Institutions

Implementer’s Guide to AI: Finance Leaders Transition from Caution to Customer-Centric Scale

ResearchNXT, in partnership with Salesforce, has released the latest edition of the Implementer’s Guide to AI, focused on Financial Institutions, including banking, insurance, and fintech enterprises. Drawing from 300+ survey responses and 6 expert interviews, the report unveils how AI adoption has moved into the mainstream — yet enterprise-wide execution remains constrained by compliance complexity and risk sensitivity.

AI usage is now standard across financial institutions. However, most initiatives remain limited to pilots, with only selective deployments reaching enterprise-scale impact. While leaders have sharpened AI vision and can articulate specific value areas, execution lags due to regulatory caution and difficulty justifying ROI.