New research from OvationCXM shows how quickly finance teams are adopting automation and agentic AI and their expectations for secure, governed agent-to-bank workflows.
Commercial customers already use automation. Next up are AI agents. Banks must have capabillty to receive and govern agentic workflows. The ones that can't face a blind spot: activity on their rails they can't see, control, or explain. And lost relationships and revenue.
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See internal workflows and customer-facing journey progress in one timeline.
Keep business lines, vendors and customers on the same page.
Find out about problems early, and solve issues before customers abandon.
Gain in-depth analysis to detect issues and uncover hidden opportunities.
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Personalize journeys using CX and core data to strengthen banking relationships.
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Equip support agents with AI-powered knowledge, copilot and automations.
Integrate with Salesforce, Fiserv and your other banking platforms.
Coordinate data and tasks across internal silos and third-party partners.
See and resolve issues quickly with ecosystem-wide transparency.
We surveyed 522 finance leaders across the U.S. and asked them about their current deployment of automated workflows and their near-term plans to deploy agentic AI within banking workflows. This report provides a roadmap to banks on the opportunity and risks from this agent-initiated banking channel.
Bank-dependent tasks are the ones finance leaders most want to hand to agents. The full ranking is in the report.
Demand for agentic AI and the willingness to spend on it varies by revenue and role. See complete breakdowns.
As AI usage expands, the data predicts demand for agentic AI capability will follow.
Discover the specific features they need to be comfortable using their bank for agentic activity. The full list in is the report.
Within 24 months, finance leaders plan to expand agentic AI to specific bank tasks. Find out how to prepare today.
Finance leaders have a 24-month plan to expand agentic AI use. Learn what finance leaders want to determine how to ensure you are ready to govern, control and audit agent-initiated workflows.
Fieldwork: The survey was administered by Centiment, an independent research panel provider, in April 2026. Respondents completed an online questionnaire.
Sample: 522 completed responses from finance professionals at U.S. companies. Question-level bases vary; conditional questions (such as Q10 on 24-month adoption plans, which was asked only of those not yet using agentic AI) have smaller bases, noted where relevant.
Defining "finance leaders": Throughout this report, "finance leaders" refers to respondents across the finance function: Finance/Accounting Manager or Director: 67%, Head of Finance or VP Finance: 10%, Controller: 10% , Other finance role: 6%, Chief Financial Officer: 5%, Treasurer: 2%
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OvationCXM, DBA of Boomtown Network Inc.
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