Research prediction: Shift from digital banking to AI-driven finance will transform financial services in 2027
Forrester Research's 2027 predictions outline a major transition in financial services driven by AI agents and new operating models. Based on analysis involving 915 data points, the report forecasts that intelligent finance systems will fundamentally change how financial firms interact with customers and deliver advisory services. This represents an evolution beyond traditional digital banking platforms.
Key points
- Shift from digital banking to AI-driven intelligent finance systems expected by 2027
- AI agents and operating models will reshape customer acquisition strategies
- Report based on 915 data points from banking and investment sector analysis
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