CXO Research

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Agentic AI analysis, operational strategy, and implementation intelligence for financial services firms and growth-stage businesses.

Insights

Everyone in Finance Adopted AI. Almost No One Rebuilt the Operation.

Everyone in Finance Adopted AI. Almost No One Rebuilt the Operation.

Process automation runs at 79% of financial firms, but only 14% call AI transformational. For alternative lenders, the gap between adopting tools and rebuilding the operation is the next competitive edge.

AI & AutomationAlternative Lending
Bolt It On, or Redesign Around It: Why Your 2025 AI Purchase Underdelivered

Bolt It On, or Redesign Around It: Why Your 2025 AI Purchase Underdelivered

Most lenders blame the technology when their AI underdelivers. The real issue is a point tool bolted onto an unchanged process. See why end-to-end redesign drives 60 to 90 percent cycle-time reductions.

Alternative LendingBusiness Case & ROI
Only 10% of Companies Using AI Are Actually Changing Their Cost Structure

Only 10% of Companies Using AI Are Actually Changing Their Cost Structure

Nearly two-thirds of companies have tried AI agents. Fewer than 10% restructured their operations. Here's what the 10% actually did differently.

AI & Automation
Your Partners Bill 37% of Their Day. The Other 63% Is Where Your Margin Is Hiding.

Your Partners Bill 37% of Their Day. The Other 63% Is Where Your Margin Is Hiding.

Professional services firms bill about 37% of available time while roughly 14 non-billable hours a week per person quietly erode margin. Here is where the money hides and how to reclaim it without hiring.

Professional Services OpsBusiness Case & ROI
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