GoKawiilFor a financial services firm, managing this can be very challenging. A Forrester study found that 57% of financial organizations are still developing the necessary internal capabilities to fully leverage agentic AI. “The data exists in many different formats, created over the course of a bank’s history,” says Mayzak. “Take any bank that's been around for 50 years: They might have 60 different types of PDFs for the exact same thing. And at the same time, we want the output of these systems to be 100% accurate. In many cases, there is no ‘good enough’.” That is, companies need to do it right, and the first time.
Searching and securing results
An effective search platform is key to solving the problem of fragmented, poorly indexed, inaccessible data. Financial services companies that can readily sift through both their structured and unstructured data, keep it secure, and apply it in the right context will get the most value from agentic AI. This often requires designing AI systems with data access and utility in mind so they can work faster and yield more accurate results, as well as reduce risk. “Search is the foundational technology that makes AI accurate and grounded in real data,” Mayzak says. “Search platforms have become the authoritative context and memory stores that will power this AI revolution.”
Once in place, these AI-enhanced searches and autonomous systems can serve financial services companies for a range of purposes. When monitoring client exposure, agentic AI can continuously scan transactions, market signals, and external data to detect emerging risks; platforms can then automatically flag or escalate issues in real time. In trade monitoring, AI agents can review trade workflows, identify discrepancies across different formats, and resolve exceptions step by step with minimal human intervention. In regulatory reporting, AI can gather data from across systems, generate required reports, and track how each output was produced. These applications of AI save time while supporting audit and compliance needs by being traceable and explainable.
Although such capabilities already exist, they are often manual, fragmented, and difficult to scale. Agentic AI allows financial organizations to move toward more automated, efficient, and scalable processes while maintaining the accuracy and transparency required in their highly regulated environment. As Mayzak says, “It’s not that different from how humans operate today, just done at a much faster pace and at scale.”
Building an agentic AI ecosystem
Launching agentic AI can be daunting, especially if other AI ventures have stalled internally. Mayzak’s recommendation is to choose a manageable use case and allow it to grow over time. “Success can build on success,” he says. “While companies may aim to automate a 70-step business process, they are discovering that you have to start somewhere. What is working in the market is tackling the problem one step at a time. Once you get the first step working, then you can take the next step, and the next.”
The financial services organizations that lead among their peers will be those that integrate agentic AI into a broader ecosystem that includes strong security controls, good data governance, and effective management of system performance. As Mayzak says, “Doing this well will create an AI feedback loop, where executives gain new signals from these systems to assess the effectiveness of their investments and generate reliable, actionable insights.” By iterating on pilots and continuously improving, companies will build agentic systems that can be measured, managed, and scaled. This will transform agentic AI into lasting competitive advantage.
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