Towards New Operating Models in Financial Services: From Organisation Transformation to Competitive Advantage

By 2027, most financial institutions will have adopted the same AI tools—and discovered that tools alone change nothing. The real divide is opening between firms that bolt technology onto legacy structures and those bold enough to rebuild how they actually operate. Org charts, decision rights, and the boundary between human and machine are all up for grabs. Learn how leading institutions are redesigning operating models around AI and agents, what structural changes turn transformation into durable advantage, and where incumbents most often stall.