17 must-read finance AI playbooks

WELCOME, EXECUTIVES AND PROFESSIONALS.

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Leading finance organizations are leveraging generative and agentic AI to unlock efficiency and revenue growth, while managing risks. I’ve reviewed dozens of finance AI playbooks for executives and professionals.

Here are 17 to help you level up fast:

BCG - CFO AI Playbook

The 23-slide playbook covers why the time to act is now and how CFOs unlock AI value, starting with high-impact quick wins, then moving to end-to-end process reinvention.

Full report here.

McKinsey - AI Bank of the Future

The insights explore how banks can revamping their entire tech stack from engagement and multi-agent systems to core tech, data, and the operating model.

Full report here.

IBM - Agentic AI in Financial Services

The 36-page report explores agentic AI opportunities, risks, responsible implementation, and why financial institutions need to reimagine governance.

Full report here.

Accenture and UK Finance - Opportunities and Risk in Financial Services

The 59-page report covers adoption trends, use cases, regulation, risk management, and customer complaints, KYC, and software development case studies.

Full report here.

Deutsche Bank - Adopting Gen AI in Banking

The 43-page report covers building a portfolio of gen AI use cases, identifying excellence from accuracy to speed, factors that compromise quality, and implementing gen AI.

Full report here.

Citi - Agentic AI in Finance

The 44-page report explores how gen AI and agentic AI could surpass the internet era’s impact on the economy and finance.

Full report here.

IBM - Building an Agentic workflow

The case study demonstrates how to build a personal loan origination agentic workflow using CrewAI and IBM’s Granite models.

Full report here.

Deloitte - The New Payments Paradigm

The 17-page report explores how AI, blockchain, and Web3 are driving the shift to decentralized payments, along with key use cases and impact.

Full report here.

Google - Gen AI Opportunities and Challenges in Finance

The 8-page paper outlines opportunities for leveraging gen AI in finance, categorized into four areas: interactive, assistive, educative, and advisory.

Full report here.

WEF - AI in Financial Services

The 27-page report covers the AI landscape in financial services, workforce impact, key risks, and the importance of prioritizing responsible AI.

Full report here.

BCG - Making it Happen at Scale in FS

The 15-page report spans how institutions need to scale AI before its full impact can be seen, takeaways for financial institutions, and takeaways for regulators.

Full report here.

Goldman Sachs - AI Re-Platforming

AI’s role in replatforming the economy, transforming how software and technology operates to drive value through compute, software, and data.

Full report here.

OpenAI - Reasoning Models in Financial Analysis

Case study on OpenAI’s work with Endex, a company developing an AI financial analyst by integrating OpenAI’s reasoning models to enhance analysis.

Full report here.

McKinsey - AI Value for Institutional Investors

Strategy, tools, and talent are key considerations for institutional investors as they scale AI to help generate alpha.

Full report here.

Deloitte - AI in Insurance

The insights explore insurers AI readiness, and how a focus on resources, responsibility, and returns can drive scale.

Full report here.

PwC - Agentic AI Procure-to-Pay

The 13-page report covers transforming procure-to-pay with PwC’s Agentic AI Intelligent Spend Management Suite.

Full report here.

Moody’s - AI Financial Analysis

The 11-page brief explores how AI will transform financial analysis, giving technically inclined investors the advantage.

Full report here.

KPMG - Global AI in Finance

The 24-slide report covers transforming into a new era with the AI-empowered finance function including an AI maturity framework and how leaders drive ROI.

Full report here.

MUST-READS WITH MORE DETAILED BREAKDOWNS

• Agentic AI Reports (19 reports)

• Enterprise AI Case Studies (20 reports)

• Playbooks for AI Leaders (16 reports)

• Enterprise AI Market (8 reports)

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