AI is moving into fraud prevention, underwriting, claims, and real-time decisioning — where it doesn’t just analyze but acts within live financial workflows.
But most institutions lack the operational awareness, consistency, and control required to trust those actions. This research, based on insights from enterprise leaders, reveals a growing gap between what AI requires and what organizations can deliver today.
In this report, you’ll learn:
- Why 72% say AI needs real-time data — but most cannot deliver it
- How fragmented data increases financial and compliance risk
- What it takes to scale governed, real-time AI
Trustworthy agentic AI depends on three foundations:
- Operational awareness: Real-time access to data
- Consistent business context: Shared definitions for terms such as “customer,” “risk,” and “exposure”
- Built-in governance: Audit-ready guardrails
Without these foundations, AI decisions become harder to justify, scale, and defend.
Download the report to learn how to fix it.
