AI/GenAI in Financial Services - Links to 67 Articles/PDFs (Excel XLSX)

BENEFITS OF DOCUMENT

1. Saves you hours and hours of your own research time. Tip: Use the filtering/sorting capability of excel to quickly find content you are interested.
2. Learn what executives in the Financial Services sector industries (Banking, Insurance, and Capital Markets) need to do today to position their company for success with AI and GenAI.
3. Helps you focus your time on learning about and delivering thought leadership in your own role within your team, your organization, and with customers and clients.

DESCRIPTION

This product (AI/GenAI in Financial Services - Links to 67 Articles/PDFs) is an Excel template (XLSX), which you can download immediately upon purchase.

For executives in the Financial Services sector (including Banking, Insurance, and Capital Markets), artificial intelligence and generative AI are transforming risk management, fraud detection, and customer personalization. AI enables sophisticated algorithmic trading, automated underwriting, and personalized financial advice, driving operational efficiency and enhancing customer experience. Staying current on AI trends, use cases, and challenges is crucial for these executives to navigate the complex regulatory landscape, mitigate cyber risks, and ensure ethical AI deployment. This vigilance allows for the implementation of robust governance frameworks and the responsible scaling of AI technologies, ultimately fostering trust and maintaining a competitive advantage in the rapidly evolving financial landscape.

This excel file provides an index to 105 articles/reports regarding Artificial Intelligence and Generative AI in Financial Services sector, including Banking, Insurance, and Capital Markets. All reports and articles listed were published during the period January 1, 2024 to March 1, 2025.

The linked articles/reports were published by credible sources that perform rigorous research and analysis. Example sources (and number of links to articles/reports) Accenture (8), Bain (7), BCG (3), Deloitte (6), Forrester (3), IBM and IBM Institute for Business Value (8), IDC (3), KPMG (5), McKinsey (6), and PWC (3).

The links also take you to Financial Services sector (Banking, Insurance, and Capital Markets) articles on use cases (31), how to scale adoption (17), trends/predictions (17), GenAI (33), governance and risk (7), and other topics.

Here are some example titles of articles/reports we have included in this spreadsheet:
•  Harnessing Generative AI for Competitive Edge in Financial Services
•  AI in insurance
•  AI's Golden Handshake with Banking: Redefining Trust and Transformation
•  Banking Industry: Unlock The Potential Of GenAI Use Cases
•  Capital Markets Industry: Unlock The Potential Of GenAI Use Cases
•  The potential of gen AI in insurance: Six traits of frontrunners
•  Changing the Game: How AI Is Poised to Transform Banking, Capital Markets
•  Creating Value with AI: The Race Is On in Private Equity
•  Five key success factors for commercial banks to scale generative AI

In our excel spreadsheet we include additional information about each article / report we list, including source, title, subtitle/abstract, publication month, and author names. In addition, the reports and articles have been 'tagged' in the spreadsheet using various columns (see descriptions below) so that you can sort/filter the spreadsheet to find the content you are interested in. Please review the column definitions below.
•  Source: The name of the source of the article (e.g. McKinsey, BCG, Gartner, IBM Institute for Business Value, etc.)
•  Geo Focus: If the article/report is focused on a specific geo region or country, it will be tagged with the region/country name
•  Tech Topics: If the article/report is focused on a specific tech topic (e.g. GenAI), we list that here.
•  Adoption Focus: Articles/Reports are tagged according to the they type of adoption-related topics it focuses on. Tags include About (covers an intro to the topic), State of Adoption, Scaling Adoption, Use Cases, Challenges, and Value.
•  Biz Topics: If the article/report is focused on a specific business topic (e.g. Governance/Risk, etc.), it will be tagged in this column.
•  Functions/Roles Focus: The articles/reports in this ELOMBODocs spreadsheet are applicable to Financial Services sector executives. Where applicable, we have tagged a specific function (e.g. Finance, IT, etc).
•  Industry Focus: Articles/Reports that focus on specific vertical Financial Services sector industries (Banking, Insurance, and Capital Markets) have been tagged in this column.
•  Title (Click on title to go to the article/document): The title of the article/report is hot-linked and the links take you directly to the source article/report. In some rare cases, you will be required to register your email to access the content. All links have been tested as of March 2, 2025.
•  Subtitle: Here we have tried to capture the subtitle or summary of the document in 1-2 sentences
•  Month Published: In this column you will find the month this article/report was published.
•  Type of Content: Most content is either an article (blog, website, or press) or a report (PDF file). On some article pages you are given an opportunity to download a pdf. You may need to sign on to the source website and complete a profile in order to download the full report.
•  Author: Here we have captured the author names (when they were listed).

Our links take you directly to the source article/report. In some rare cases, you will be required to register your email to access the content. All links were tested as of March 2, 2025. NOTE: Some of the articles/reports we include in this spreadsheet do appear in other ELOMBODocs excel spreadsheet offerings related to Artificial Intelligence and Generative AI. If you are interested in larger lists of articles/reports on this topic, please review our bundles and/or other document descriptions to discover our most comprehensive lists of articles/reports.

This spreadsheet saves you hours and hours of your own research time and helps you focus YOUR time on delivering thought leadership in your own role within your team, your organization, and with customers and clients.

If you are interested in more AI/GenAI thought leadership articles hand-picked for those in C-Suite positions within any industry, you may be interested in checking out other ELOMBODocs excel files on Flevy. We offer documents across many of the different C-Suite roles, including CEO, CMO, CFO, CIO, and CHRO.

Source: Best Practices in Artificial Intelligence Excel: AI/GenAI in Financial Services - Links to 67 Articles/PDFs Excel (XLSX) Spreadsheet, ELOMBODocs Research and Insights