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.
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.
