Themes
Twelve business capabilities across the preserved catalog and researched workflows. Stage counts use researched source accounts. Unreviewed, unsupported and duplicate original labels are counted as Not assessed. Stages reflect their source dates; outcome briefs are separate.
Customer Experience
Chatbots, personalization, digital advisors, onboarding
Announced 7 · Pilot 13 · Production 131 · Scaled 20 · Not assessed 3 · 171 researched
174
records
157
firms
5
briefs
Risk Management
Credit risk, market risk, operational risk, stress testing
Announced 4 · Pilot 9 · Production 46 · Scaled 8 · Not assessed 10 · 68 researched
77
records
70
firms
1
briefs
Fraud Detection & AML
Transaction monitoring, identity verification, sanctions screening
Announced 10 · Pilot 8 · Production 79 · Scaled 3 · Not assessed 9 · 104 researched
109
records
98
firms
3
briefs
Trading & Markets
Algorithmic trading, trade execution, market making, signal generation
Pilot 1 · Production 9 · Scaled 2 · Not assessed 8 · 12 researched
20
records
17
firms
—
briefs
Compliance & Regulatory
RegTech, reporting automation, regulatory change management
Announced 9 · Pilot 10 · Production 53 · Not assessed 9 · 77 researched
81
records
65
firms
2
briefs
Operations & Efficiency
Process automation, document processing, reconciliation
Announced 12 · Pilot 29 · Production 204 · Scaled 49 · Not assessed 8 · 296 researched
302
records
230
firms
6
briefs
Wealth & Portfolio Management
Portfolio optimization, rebalancing, financial planning
Announced 4 · Pilot 5 · Production 33 · Scaled 2 · Not assessed 7 · 44 researched
51
records
41
firms
—
briefs
Lending & Credit
Underwriting, loan origination, collections optimization
Announced 2 · Pilot 6 · Production 64 · Scaled 2 · Not assessed 5 · 74 researched
79
records
76
firms
—
briefs
Cybersecurity
Threat detection, vulnerability assessment, incident response
Announced 3 · Pilot 1 · Production 20 · Scaled 1 · Not assessed 2 · 25 researched
27
records
25
firms
—
briefs
Data & Analytics
Data quality, analytics platforms, data governance
Announced 6 · Pilot 3 · Production 45 · Scaled 5 · Not assessed 7 · 60 researched
66
records
57
firms
—
briefs
Human Resources & Talent
Recruiting, training, workforce planning
Pilot 1 · Production 22 · Scaled 4 · Not assessed 2 · 27 researched
29
records
23
firms
—
briefs
Marketing & Sales
Lead scoring, campaign optimization, client acquisition
Announced 1 · Pilot 1 · Production 36 · Scaled 5 · Not assessed 1 · 44 researched
44
records
43
firms
—
briefs