Creatio x WIPFLI: Financial Services Survey Report

The State of AI Agents & No-Code

This report takes you inside the boardroom conversations shaping AI and no-code in financial institutions. Discover where over 100 business & technology leaders are placing their bets.

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The future of Financial Services is smarter, faster, truly personal, and AI-first

AI Augments Teams &
Creates Growth

86% of FinServ leaders expect AI agents will augment teams to drive productivity, create growth opportunities for current staff, or create new roles within the organization. They are more likely to adopt AI in customer-facing functions—such as sales, service, marketing, and customer success

AI agents have the potential to handle the majority of routine customer interactions, saving time, accelerating response, and improving consistency. It’s not just operational efficiency; it’s a better experience for customers and employees alike.

John O'Connor

CIO and SVP at Avidia Bank

FinServ’s AI Maturity
Continues to Grow

AI has evolved from an emerging technology to a strategic priority across financial services.

0%

of FinServ leaders see AI agents as “critical” or “important” for achieving their strategic goals within two to three years.

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Explore How FinServ Business Leaders Use AI Agents and No-Code

The State of AI Agents & No-Code Report, Financial Services Edition offers a closer look at how over 100 business leaders are turning AI agents and no-code platforms into engines of growth and innovation. Inside, you will find actionable strategies, exclusive data, and real-world perspectives that show how organizations are scaling AI, empowering their people, and shaping the next era of work in the industry.

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About Creatio

Creatio is a global vendor of an agentic platform for CRM and workflow automation with No-Code and AI at its core. We help organizations automate customer and operational workflows achieving the fastest time-to-value and the highest ROI on the market. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for our clients and partners is at the core of our DNA.

About Wipfli LLP

Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 3,000+ associates and global alliances, we combine national capabilities with local relationships. Wipfli operates under an alternative practice structure: Wipfli LLP, a licensed CPA firm, provides attest services, while Wipfli Advisory LLC, a non-CPA firm, delivers business advisory and non-attest services.