State of Agentic Orchestration and Automation 2026:
Banking and Financial Services

Banking and financial services organizations are investing heavily in automation, and it is paying off. But a gap has opened between ambition and reality: 75% of organizations already use AI agents, yet only 12% of use cases reached production in the last year. This report, based on a survey of 125 senior IT and business leaders, shows why agentic orchestration, not standalone agents, is the key to closing that gap and giving AI real authority over business-critical work, with the trust, governance, and control the sector demands.

In this report, you will learn:

• Why process complexity and rising regulation form the hidden ceiling holding back automation and AI scaling
• What keeps AI agents stuck in pilot mode, from trust and compliance concerns to siloed agents that add complexity without delivering end-to-end results
• How agentic orchestration blends deterministic and dynamic orchestration, building a control layer that lets you trust agents with business-critical work