How financial services organizations are embracing AI

INFOGRAPHIC | July 21, 2025

Authored by RSM US LLP


Artificial intelligence is rapidly transforming the business landscape. The RSM Middle Market AI Survey 2025: U.S. and Canada provides a comprehensive overview of how AI is being adopted and integrated into business practices across the middle market.

In the survey, which was conducted by RSM and Big Village from Feb. 21 through March 4 and garnered 966 responses, 142 of respondents were from the financial services industry. (Survey respondents were required to have decision-making authority, be part of a decision-making group, or have significant influence on technology investments at their organization.)

Here’s a look at the numbers specific to financial services respondents, shedding light on how organizations in this industry are embracing AI. For the data provided, please note the following:

  • Unless otherwise noted, data applies to respondents who report their organization currently uses generative AI.
  • Areas with an asterisk denote a base size less than 50.
  • Percentages may not total 100 due to rounding.

Please connect with your advisor if you have any questions about this article.

Let's Talk!

Call us at (800) 241-0151 or fill out the form below and we'll contact you to discuss your specific situation.

  • Topic Name:
  • Should be Empty:

Source: RSM US LLP.
Reprinted with permission from RSM US LLP.
© 2024 RSM US LLP. All rights reserved. https://rsmus.com/insights/industries/financial-services/how-financial-services-organizations-are-embracing-ai.html

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

Heard, McElroy & Vestal is a team of professionals working to assure the best possible service for you. When you choose to establish a relationship with our firm, you have a wealth of knowledge and resources available to you. Our professional services include Accounting Services, Audit & Assurance, Retirement Plan Services, Tax, and Transition & Exit Planning.

For more information on how Heard, McElroy & Vestal can assist you, please call (800) 241-0151.

HMV Insights

Would you like to keep up with all of the latest insights from HMV? Subscribe to receive information that matters to you.