Agentic AI in finance speeds up operational automation

In finance, achieving operational automation by integrating agentic AI requires a data-centric foundation to drive real value.

News Categories Physical AI AI and Us Environment & Sustainability Human-AI Relationships Open-Source & Democratised AI Trust, Bias & Fairness World of Work AI in Action Creative Industries Cybersecurity AI Education AI Entertainment & Media Finance AI Government & Public Sector AI Healthcare & Wellness AI Legal Industry AI Manufacturing & Engineering AI Marketing AI Utilities Workforce & HR AI Retail & Logistics AI Service Industry AI How It Works Computer Vision Data Engineering & MLOps Infrastructure & Hardware Multimodal AI Natural Language Processing (NLP) Reinforcement Learning Inside AI AI Business Strategy AI Hardware & Chips AI Market Trends AI Mergers & Acquisitions AI Startups & Funding Founders & Visionaries Governance, Regulation & Policy Features Deep Dives Interviews Opinion Special Reports & Series Sponsored Content TechEx Events All Categories Events Resources All Resources Editorial Calendar On Demand Webinars Exclusive Videos More About Us Advertise Contact Us News Categories Physical AI AI and Us Environment & Sustainability Human-AI Relationships Open-Source & Democratised AI Trust, Bias & Fairness World of Work AI in Action Creative Industries Cybersecurity AI Education AI Entertainment & Media Finance AI Government & Public Sector AI Healthcare & Wellness AI Legal Industry AI Manufacturing & Engineering AI Marketing AI Utilities Workforce & HR AI Retail & Logistics AI Service Industry AI How It Works Computer Vision Data Engineering & MLOps Infrastructure & Hardware Multimodal AI Natural Language Processing (NLP) Reinforcement Learning Inside AI AI Business Strategy AI Hardware & Chips AI Market Trends AI Mergers & Acquisitions AI Startups & Funding Founders & Visionaries Governance, Regulation & Policy Features Deep Dives Interviews Opinion Special Reports & Series Sponsored Content TechEx Events All Categories Events Resources All Resources Editorial Calendar On Demand Webinars Exclusive Videos More About Us Advertise Contact Us Search Subscribe Subscribe News Categories Physical AI AI and Us Environment & Sustainability Human-AI Relationships Open-Source & Democratised AI Trust, Bias & Fairness World of Work AI in Action Creative Industries Cybersecurity AI Education AI Entertainment & Media Finance AI Government & Public Sector AI Healthcare & Wellness AI Legal Industry AI Manufacturing & Engineering AI Marketing AI Utilities Workforce & HR AI Retail & Logistics AI Service Industry AI How It Works Computer Vision Data Engineering & MLOps Infrastructure & Hardware Multimodal AI Natural Language Processing (NLP) Reinforcement Learning Inside AI AI Business Strategy AI Hardware & Chips AI Market Trends AI Mergers & Acquisitions AI Startups & Funding Founders & Visionaries Governance, Regulation & Policy Features Deep Dives Interviews Opinion Special Reports & Series Sponsored Content TechEx Events All Categories Events Resources All Resources Editorial Calendar On Demand Webinars Exclusive Videos More About Us Advertise Contact Us Hamburger Toggle Menu Finance AI

In finance, achieving operational automation by integrating agentic AI requires a data-centric foundation to drive real value.

Financial infrastructure provider SEI has engaged IBM to modernise its internal operations via AI and automation. The joint initiative focuses on process redesign and targeted system updates to deliver consistent client experiences, building a modern and data-enabled foundation in the process.

Deploying intelligent agents involves more than simply selecting a foundation model. The actual return on investment relies on auditing existing workflows and finding exact points where human effort is wasted on repetitive administrative tasks.

Financial institutions are increasingly finding that when automation handles standard queries and basic data entry, they can reduce processing times by up to 40 percent, allowing personnel to manage high-value client relationships.

Adoption often stalls when companies apply new technologies to broken pipelines. SEI and IBM Consulting are conducting a comprehensive review of the financial firm’s current operational systems to map a better path forward.