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How AI is Working in Capital Markets, Investment Banking, and Insurance

Generative AI and the Future of BFSI Transforming Customer Journeys and Operational Efficiency

AI-Driven Success Stories in Capital Markets, Investment Banking & Insurance

The financial services industry is experiencing a real shift with AI, moving beyond experimentation to real-world transformation. From research automation and relationship management to predictive risk analytics and compliance, AI is streamlining complex processes and enabling smarter, faster decisions across capital markets, investment banking, and insurance.

Yet not every AI initiative delivers results with many pilots stalling, and hype often outpacing reality. What separates firms capturing real ROI from those stuck in pilot mode? It comes down to practical use cases, measurable outcomes, and a clear focus on amplifying human expertise, not just automating tasks.

This Point of View (PoV) dives into:

  • What’s really happening with AI in capital markets, investment banking, and insurance.
  • Why some AI pilots succeed while others stall.
  • Five practical use cases where AI is delivering measurable ROI.
  • Steps executives can take to move beyond pilots and achieve real impact.

Learn how leading firms are turning AI into a competitive edge.

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