FINATUM | Publications

White paper New

Agentic AI in Financial Institutions

How AI agents can run complex business work in banks, insurers and reinsurers, with human intent, direction and control built in. Written for management and decision-makers.

In this edition

Why agentic AI is now a top management priority
What leading institutions and vendors have built, by function
An operating model for human intent, direction and control
Reference architecture and a concrete technology stack
Worked use cases: reinsurance accounting and KYC/AML, with team, effort and cost
Estimating templates, first steps, regulation, risks and roadmap

October 2026 · 35 pages · PDF, 4.8 MB · English

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White paper · Executive edition

Agentic Software Delivery in Financial Institutions

What AI agents mean for how banks, insurers and asset managers build software, and what it takes to make it real. Written for management and decision-makers.

In this edition

What is changing, and why now
How IT projects change when AI agents do much of the work
A worked example: migrating an investment reporting platform
What regulators expect
How to start now, before the full platform exists
A roadmap, a 90-day plan and the decisions management needs to take

October 2026 · 15 pages · PDF, 175 KB · English

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Companion document · Conversation guide

Quick Readiness Check for AI-Assisted Delivery

Three 30-minute conversations for IT project managers to find out what the firm already offers, and where a project can start.

01

AI tools and rules

What may I use today, and under which rules?

02

Delivery toolchain

How would AI fit into the way we build software?

03

Data, platform and controls

What would a pilot with AI agents need?

October 2026 · 6 pages · PDF, 122 KB · English · Companion to the white paper above

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