Insights
Curiosity, Trust, and the Real ROI of AI in Financial Services
Insights
Welcome reception sponsored by GradialAcross panels and roundtables, five critical industry shifts emerged:
“We’ve been researching Gradial, and governed innovation like this is exactly what the industry needs.”
That validation from a firm known for its rigor underscores how Gradial’s approach to agentic AI aligns with financial institutions’ highest standards of compliance, accuracy, and trust.
Gradial brings agentic execution to financial services marketing, automating what used to take days, with governance and compliance built in. The platform helps teams move from risk-heavy, manual content operations to governed, creative, and business-aligned workflows, all without sacrificing speed or trust.
Presentation in meeting room with audiencePrudential, AARP, and SoFi captured a shared inflection point across financial services:
Recent data backs this up. According to Deloitte’s 2025 Financial Services AI Outlook, 78% of banking and insurance executives say AI has boosted operational efficiency, but fewer than 20% report measurable revenue growth. The gap isn’t due to lack of ambition; it’s executional maturity. Success now depends on linking trust, governance, and human judgment to every intelligent system a firm deploys. It’s a powerful shift, from pilots to proof points, from experimentation to execution, showing that AI’s impact is real, measurable, and trust-driven.
Helping customers in a micro-moment presentationThe Dentsu Merkle Exchange spotlighted how the next era of AI in financial services will be won not by those who move first but by those who move with integrity. That’s where Gradial fits in: helping financial institutions turn complex content operations into repeatable, compliant, human-centered workflows powered by agentic AI. Because transformation in this industry doesn’t come from disruption, it comes from trust scaled intelligently. Every leader in financial services is feeling the urgency of AI, but the best are turning that pressure into progress. Gradial is proud to lead this change alongside the industry’s most trusted brands, uniting the right balance of technology, governance, and human ingenuity into one uniquely differentiated approach to enterprise AI.
See how agentic AI can unlock speed and trust in your marketing organization. Book a live demo
Senior Account Executive
