S P E C I A L I S T I N S I G H T other firms want to look to fundamentally change their whole operating model. There needs to be a balance.
S P E C I A L I S T I N S I G H T other firms want to look to fundamentally change their whole operating model. There needs to be a balance.
At Acuity Knowledge Partners, we advocate a workflow-first approach: identify high-effort, repeatable tasks, embed AI into those workflows and train teams to work with AI as an integrated solution. We believe that rather than integrating AI into existing workflows, the greatest gains are achieved from designing AI-native workflows without constraints based on existing ways of working.
Understand what can be automated easily, and start from there, learn, iterate, then scale, and take people on the journey. Teams will need to learn new skills, adapt to change and look differently at outputs. There should be a system in place to support people through this change.
Looking forward, how do you see agentic AI evolving within financial services over the next 12 – 18 months, and what role do you think Acuity will play in shaping that future?
Over the next 12 – 18 months, we expect Agentic AI to evolve from a productivity tool to a strategic partner. Agents will become more proactive, anticipating needs, suggesting actions, and adapting to real-time changes in data and regulation. Every effective knowledge worker will have a team of agents helping them in two years-time.
Acuity Knowledge Partners will continue to lead by expanding our Agent Fleet with capabilities in visual AI, deep research, and real-time analytics. We’ re also investing in training and change management to help clients embed AI into their culture and operations. Our goal is to make Agentic AI not just a tool for automation, but a foundation for transformation in financial services. � www. intelligentfin. tech
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