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REPORT

The State of Intelligent Finance: Fall 2026 Edition

Learn how 1,000+ decision makers are approaching AI in finance—and how that stacks up against the consumer POV.

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Get on the same page as your customers about AI in finance

Our spring report explored how consumers feel about AI in finance. Now, we’ve turned the mic over to the builders, and the answers don’t always line up. Grab the report for a full breakdown.

  • Most have adopted AI, but not embedded it35% say it’s embedded in customer-facing experiences

  • The trust gapWhere leaders overestimate trust and how to fix it

  • The role of responsible AIAnd who should answer for AI’s mistakes

  • Building for the next phaseIt’s all about transparency, control, and accountability

Get on the same page as your customers about AI in finance

Our spring report explored how consumers feel about AI in finance. Now, we’ve turned the mic over to the builders, and the answers don’t always line up. Grab the report for a full breakdown.

  • Most have adopted AI, but not embedded it35% say it’s embedded in customer-facing experiences

  • The trust gapWhere leaders overestimate trust and how to fix it

  • The role of responsible AIAnd who should answer for AI’s mistakes

  • Building for the next phaseIt’s all about transparency, control, and accountability

The industry’s all in on AI. Are consumers?

  • 95%

    of financial organizations are using AI in customer-facing experiences

  • 92%

    believe responsible AI use will make them more competitive in consumers’ eyes

  • 82%

    say trust will matter more than innovation in determining AI’s success

“The financial future decision-makers expect depends on consumer trust rising alongside AI.“
the state of INTELLIGENT FINANCE: fall 2026 edition

Trust hasn’t caught up with AI.
See what’ll close the gap.

Get the report