Elan Arnowitz & Alessandro Luciano — Insight Partners - AI in financial services is here: How firms are adopting and where they’re stuck - December 2025
FreeHow financial services are adopting AI and where they're stuck
About Elan Arnowitz & Alessandro Luciano — Insight Partners - AI in financial services is here: How firms are adopting and where they’re stuck - December 2025
This article by Elan Arnowitz and Alessandro Luciano of Insight Partners examines the current state of AI adoption in financial services, based on conversations with hundreds of founders, executives, and operators. It highlights that while financial institutions are broadly bullish on AI, ROI remains hard to measure and firms are becoming increasingly selective. The article identifies a rare top-down and bottom-up alignment pushing AI adoption, with main use cases including investment knowledge management, developer efficiency (especially for legacy systems), and customer service. It also mentions emerging startups like Rogo, Metal, Reflexivity, Swimm, and CoreStory that are addressing these needs while preserving compliance and control.
Key Features
Pros & Cons
- Provides real-world perspectives from industry leaders
- Addresses both excitement and skepticism about AI in finance
- Identifies specific use cases with concrete examples
- Covers challenges like legacy systems and compliance
- Mentions relevant startups solving these problems
- Focuses on early-stage insights rather than detailed implementation guidance
- May not cover all sub-sectors of financial services equally
- Relies primarily on U.S.-based perspectives (Implicit from context, not stated)