Whitepaper

Scaling AI in financial operations: A practical path forward

Financial institutions are turning their attention to where AI delivers the most immediate value: automation. From reconciliations to exception handling, firms are embedding AI into high-volume, rule-based workflows—reducing manual effort, improving turnaround times, and unlocking operational capacity.

This whitepaper shares how leading banks are scaling automation in a way that’s targeted, measurable, and sustainable. Some have already achieved time savings of 45–50% in key processes, with auto-matching rates exceeding 95%—a clear sign that the opportunity is real when execution is done right.

The paper also addresses the challenges that come with scale: legacy infrastructure, data quality, and the need for strong governance. While there’s growing interest in technologies like large language models, the most consistent gains are coming from automation designed specifically for the operational needs of financial services.

For firms looking to build smarter, more resilient operations—this is where AI starts to make a difference.

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