Broadridge Study: Financial Institutions Shift GenAI From Pilot Programs to Scaled Deployment
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Financial institutions are accelerating the move from experimentation to scaled execution in generative artificial intelligence, with a growing number reporting measurable business benefits, according to the sixth annual "2026 Digital Transformation & Next-Gen Technology Study" released by Broadridge Financial Solutions.
The study found that 80% of firms are now using generative or predictive AI in operations, up from 31% a year ago. AI was identified as the next-generation technology expected to have the greatest business impact, ahead of other technologies including cloud.
Concerns about return on investment from generative AI declined to 33%, down from 42% last year. Meanwhile, 27% of firms reported measurable business benefits from GenAI initiatives, an increase of 13 percentage points year over year.
In Asia Pacific, adoption is also expanding. The report shows 34% of firms in the region are in active production use of agentic AI in selected functions. Additionally, 28% of firms are seeing benefits or returns from generative AI investments, while 25% report similar outcomes from agentic AI.
"AI proved the industry can modernize at speed," said Germán Soto Sanchez, chief product and strategy officer at Broadridge.
The findings are based on a survey of more than 900 financial services technology and operations leaders across wealth management, capital markets and asset management.
