Agentic AI in Financial Services

SS&C Blue Prism is helping financial institutions harness the rise of agentic AI to transform customer experience, compliance, and risk management. According to our Global Enterprise AI Survey 2025, 94% of financial services leaders view AI as core to their operations, with 76% planning to implement agentic AI within the next year. Yet challenges remain—69% of AI projects never make it into production, and 78% of organizations admit they don’t fully trust autonomous systems. SS&C Blue Prism addresses these concerns with Enterprise AI, a governance-driven platform that combines intelligent automation, business process management, and generative AI to deliver secure, scalable outcomes. Already, firms are applying AI to streamline customer onboarding, enhance fraud detection, improve AML/KYC checks, and provide 24/7 personalized support. Case studies such as Frende and SS&C GIDS demonstrate how digital workers paired with LLMs can accelerate claims handling and customer communications while keeping sensitive data secure. With trillions in AI investment reshaping the industry, SS&C Blue Prism’s enterprise operating model ensures financial services organizations move beyond pilots to achieve measurable impact — unlocking efficiency, compliance, and competitive advantage with agentic AI. Read more: https://www.blueprism.com/resources/blog/rise-agentic-ai-in-financial-services/