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AI

Playbook: Maximising Value and Adoption of AI in Financial Services

A playbook for financial services

2 min read

Download the whitepaper

Maximising Value and Adoption of AI in Financial Services

Published October 2025

The financial services sector is ahead of the curve with their AI adoption, with over 80% of firms now using it to some degree. However, proving the value of AI investments and demonstrating ROI, remains a key issue for many firms. This playbook is your guide to turning strategy into execution – securely, compliantly, and with measurable impact.
What’s inside:
  • A roadmap to AI maturity, from readiness assessments to governance frameworks.
  • Real-world use cases across banking, insurance, wealth management, and fintech.
  • A deep dive into agentic AI, how digital agents are evolving from assistants to autonomous decision-makers, executing workflows, interpreting regulations, and personalising financial advice at scale.
  • Practical steps for embedding AI into daily workflows using Microsoft Copilot and Azure OpenAI.
  • Guidance on building data literacy, surfacing hidden data, and scaling adoption.
Why BCN? We work as embedded partners, not just vendors—bridging ambition and outcome. Our consultancy and execution services help firms optimise existing tools, align with regulatory expectations, and unlock operational value.
Let’s start the conversation. Whether you’re exploring your first use case or scaling AI across the enterprise, BCN helps financial services firms turn strategy into sustained results.

Download the whitepaper