The board wants to see the bottom line of the RFP. Show the receipt.
Financial services boards want to know what they get from the spend on AI in LangChain’s July post titled proving the ROI of agentic AI in financial services. In the case of agentic RFP responses, AML investigations, portfolio management workflows, and financial services compliance reviews, the work crosses documents, systems, approvals, policies, and people that are typically involved in such financial work.
One dashboard showing total tokens / uptime will not cut it.
Financial services already is stressful enough without questioning the value of AI. The data point: 68% of the financial-services respondents who used generative AI in a recent Snowflake survey from Snowflake were able to quantify a positive ROI from the technology, with 30% currently using agentic AI in live workflows. Moody's says Research Assistant users consume 60% more research and cut task completion time by 30%. As a result, financial services moves out of novelty category for agentic AI and goes straight to hard work of proving the value.
The hard part is proof.
