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AI Agents in Financial Services Market Size, Share & Trends Analysis Report by Type (Risk Management Agents, Compliance and Regulatory Agents, Fraud Detection Agents), Institutional Type, Technology, Region, with Growth Forecasts, 2025-2030

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    Report

  • 150 Pages
  • April 2025
  • Region: Global
  • Grand View Research
  • ID: 6085776
The AI Agents in Financial Services Market was valued at USD 490.2 Million in 2024, and is projected to reach USD 4.49 Billion by 2030, rising at a CAGR of 45.40%. AI agents are rapidly transforming financial services by automating complicated processes, improving decision-making, and serving personalized customer experiences. These intelligent systems manage tasks ranging from customer onboarding and 24/7 support to fraud detection and real-time investment management, making tasks more efficient and secure. By leveraging ML and NLP, AI agents provide tailored financial advice, optimize portfolios, and streamline compliance, all while reducing costs and errors. As financial institutions race to adopt advanced technologies, AI agents are becoming imperative for operational improvements, driving innovation, and staying competitive in a fast-evolving industry.

Market expansion is further fueled by technological innovations and changing consumer expectations. Customers now demand seamless, personalized digital capabilities, and AI agents are central to meeting these expectations. The rise of cloud computing has lowered the obstacles to deploying AI agents, allowing smaller institutions to leverage complex AI capabilities without massive infrastructure investments. As AI agents become more advanced in financial services, their roles expand from routine tasks to complex decision-making and strategic advisory functions.

However, this rapid growth is not without challenges. Concerns around data privacy, ethical AI deployment, and regulatory compliance are prominent. Financial institutions must navigate these issues carefully to build trust and ensure responsible AI integration. Despite these hurdles, the momentum behind AI agents in financial services is unmistakable. Their ability to drive efficiently, enhance customer engagement, and unlock new business opportunities positions them as a cornerstone of the industry’s digital future.

Global AI Agents in Finance Services Market Report: Segmentation

This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, the analyst has segmented the global AI Agents in financial services market report based on type, institution type, technology and region:

Type Outlook (Revenue, USD Million, 2018-2030)

  • Risk Management Agents
  • Compliance and Regulatory Agents
  • Fraud Detection Agents
  • Customer Service Agents
  • Credit Scoring Agents
  • Others

Institutional Type Outlook (Revenue, USD Million, 2018-2030)

  • Traditional Banks
  • InsurTech Firms
  • FinTech Companies
  • Others

Technology Outlook (Revenue, USD Million, 2018-2030)

  • Machine Learning (ML) & Deep Learning
  • Large Language Models (LLMs)
  • Robotic Process Automation (RPA)
  • Cloud Computing & APIs
  • Others

Regional Outlook (Revenue, USD Million, 2018-2030)

  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East and Africa (MEA)

Why Should You Buy This Report?

  • Comprehensive Market Analysis: Gain detailed insights into the market across major regions and segments.
  • Competitive Landscape: Explore the market presence of key players.
  • Future Trends: Discover the pivotal trends and drivers shaping the future of the market.
  • Actionable Recommendations: Utilize insights to uncover new revenue streams and guide strategic business decisions.

This report addresses:

  • Market intelligence to enable effective decision-making
  • Market estimates and forecasts from 2018 to 2030
  • Growth opportunities and trend analyses
  • Segment and regional revenue forecasts for market assessment
  • Competition strategy and market share analysis
  • Product innovation listings for you to stay ahead of the curve

This product will be delivered within 1-3 business days.

Table of Contents

Chapter 1. Methodology and Scope
1.1. Market Segmentation and Scope
1.2. Market Definition
1.3. Research Methodology
1.3.1. Information Procurement
1.3.2. Information or Data Analysis
1.3.3. Market Formulation & Data Visualization
1.3.4. Data Validation & Publishing
1.4. Research Scope and Assumptions
1.4.1. List of Data Sources
Chapter 2. Executive Summary
2.1. Market Outlook
2.2. Segment Outlook
2.3. Competitive Insights
Chapter 3. AI Agents in Financial Services market Variables, Trends, & Scope
3.1. Market Introduction/Lineage Outlook
3.2. Market Dynamics
3.2.1. Market Driver Analysis
3.2.2. Market Restraint Analysis
3.2.3. Industry Challenge
3.3. AI Agents in Financial Services market Analysis Tools
3.3.1. Porter’s Analysis
3.3.2. PESTEL Analysis
Chapter 4. AI Agents in Financial Services market: Type Estimates & Trend Analysis
4.1. Segment Dashboard
4.2. AI Agents in Financial Services market: Type Movement Analysis, 2024 & 2030 (USD Million)
4.3. Risk Management Agents
4.3.1. Risk Management Agents AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
4.4. Compliance and Regulatory Agents
4.4.1. Compliance and Regulatory Agents AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
4.5. Fraud Detection Agents
4.5.1. Fraud Detection Agents AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
4.6. Customer Service Agents
4.6.1. Customer Service Agents AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
4.7. Credit Scoring Agents
4.7.1. Credit Scoring Agents AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
4.8. Others
4.8.1. Others AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
Chapter 5. AI Agents in Financial Services market: Institutional Type Estimates & Trend Analysis
5.1. Segment Dashboard
5.2. AI Agents in Financial Services market: Institutional Type Movement Analysis, 2024 & 2030 (USD Million)
5.3. Traditional Banks
5.3.1. Traditional Banks AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
5.4. InsurTech Firms
5.4.1. InsurTech firms AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
5.5. FinTech Companies
5.5.1. FinTech companies AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
5.6. Others
5.6.1. Others AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
Chapter 6. AI Agents in Financial Services market: Technology Estimates & Trend Analysis
6.1. Segment Dashboard
6.2. AI Agents in Financial Services market: Technology Movement Analysis, 2024 & 2030 (USD Million)
6.3. Machine Learning (ML) & Deep Learning
6.3.1. Machine Learning (ML) & Deep Learning AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
6.4. Large Language Models (LLMs)
6.4.1. Large Language Models (LLMs) AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
6.5. Robotic Process Automation (RPA)
6.5.1. Robotic Process Automation (RPA) AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
6.6. Cloud Computing & APIs
6.6.1. Cloud Computing & APIs AI Agents in Financial Services market Revenue Estimates and Forecasts, 2018-2030 (USD Million)
Chapter 7. AI Agents in Financial Services market: Regional Estimates & Trend Analysis
7.1. AI Agents in Financial Services market Share, by Region, 2024 & 2030 (USD Million)
7.2. North America
7.2.1. North America AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.2.2. U.S.
7.2.2.1. U.S. AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.2.3. Canada
7.2.3.1. Canada AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.2.4. Mexico
7.2.4.1. Mexico AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.3. Europe
7.3.1. Europe AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.3.2. UK
7.3.2.1. UK AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.3.3. Germany
7.3.3.1. Germany AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.3.4. France
7.3.4.1. France AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4. Asia Pacific
7.4.1. Asia Pacific AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4.2. China
7.4.2.1. China AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4.3. Japan
7.4.3.1. Japan AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4.4. India
7.4.4.1. India AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4.5. South Korea
7.4.5.1. South Korea AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.4.6. Australia
7.4.6.1. Australia AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.5. Latin America
7.5.1. Latin America AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.5.2. Brazil
7.5.2.1. Brazil AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.6. Middle East and Africa
7.6.1. Middle East and Africa AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.6.2. KSA
7.6.2.1. KSA AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.6.3. UAE
7.6.3.1. UAE AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
7.6.4. South Africa
7.6.4.1. South Africa AI Agents in Financial Services market Estimates and Forecasts, 2018-2030 (USD Million)
Chapter 8. Competitive Landscape
8.1. Company Categorization
8.2. Company Market Positioning
8.3. Participant’s Overview
8.4. Financial Performance
8.5. Type Benchmarking
8.6. Company Heat Map Analysis
8.7. Strategy Mapping
8.8. Company Profiles/Listing
8.8.1. Accenture
8.8.1.1. Participant’s Overview
8.8.1.2. Financial Performance
8.8.1.3. Product Benchmarking
8.8.1.4. Recent Developments
8.8.2. Amazon Web Services (AWS)
8.8.2.1. Participant’s Overview
8.8.2.2. Financial Performance
8.8.2.3. Product Benchmarking
8.8.2.4. Recent Developments
8.8.3. FICO
8.8.3.1. Participant’s Overview
8.8.3.2. Financial Performance
8.8.3.3. Product Benchmarking
8.8.3.4. Recent Developments
8.8.4. Microsoft
8.8.4.1. Participant’s Overview
8.8.4.2. Financial Performance
8.8.4.3. Product Benchmarking
8.8.4.4. Recent Developments
8.8.5. NVIDIA
8.8.5.1. Participant’s Overview
8.8.5.2. Financial Performance
8.8.5.3. Product Benchmarking
8.8.5.4. Recent Developments
8.8.6. Salesforce
8.8.6.1. Participant’s Overview
8.8.6.2. Financial Performance
8.8.6.3. Product Benchmarking
8.8.6.4. Recent Developments
8.8.7. SAP
8.8.7.1. Participant’s Overview
8.8.7.2. Financial Performance
8.8.7.3. Product Benchmarking
8.8.7.4. Recent Developments
8.8.8. Oracle
8.8.8.1. Participant’s Overview
8.8.8.2. Financial Performance
8.8.8.3. Product Benchmarking
8.8.8.4. Recent Developments
8.8.9. Temenos
8.8.9.1. Participant’s Overview
8.8.9.2. Financial Performance
8.8.9.3. Product Benchmarking
8.8.9.4. Recent Developments
8.8.10. Upstart
8.8.10.1. Participant’s Overview
8.8.10.2. Financial Performance
8.8.10.3. Product Benchmarking
8.8.10.4. Recent Developments
8.8.11. WorkFusion
8.8.11.1. Participant’s Overview
8.8.11.2. Financial Performance
8.8.11.3. Product Benchmarking
8.8.11.4. Recent Developments
8.8.12. Zest AI
8.8.12.1. Participant’s Overview
8.8.12.2. Financial Performance
8.8.12.3. Product Benchmarking
8.8.12.4. Recent Developments
List of Tables
Table 1 Global AI Agents in Financial Services Market by type, 2018-2030 (USD Million)
Table 2 Global AI Agents in Financial Services Market by institution type, 2018-2030 (USD Million)
Table 3 Global AI Agents in Financial Services Market by technology, 2018-2030 (USD Million)
Table 4 Global AI Agents in Financial Services Market by region, 2018-2030 (USD Million)
Table 5 North America AI Agents in Financial Services Market by country, 2018-2030 (USD Million)
Table 6 Europe AI Agents in Financial Services Market by country, 2018-2030 (USD Million)
Table 7 Asia Pacific AI Agents in Financial Services Market by country, 2018-2030 (USD Million)
Table 8 Latin America AI Agents in Financial Services Market by country, 2018-2030 (USD Million)
Table 9 MEA AI Agents in Financial Services Market by country, 2018-2030 (USD Million)
Table 10 Key companies launching new products/services
Table 11 Key companies engaged in mergers & acquisition
Table 12 Key companies engaged in Research & development
Table 13 Key Companies engaged in expansion
List of Figures
Figure 1 AI Agents in Financial Services Market segmentation
Figure 2 Market research process
Figure 3 Information procurement
Figure 4 Primary research pattern
Figure 5 Market research approaches
Figure 6 Market formulation & validation
Figure 7 AI Agents in Financial Services Market snapshot
Figure 8 AI Agents in Financial Services Market segment snapshot
Figure 9 AI Agents in Financial Services Market competitive landscape snapshot
Figure 10 Market driver impact analysis
Figure 11 Market restraint impact analysis
Figure 12 AI Agents in Financial Services Market: Type outlook key takeaways (USD Million)
Figure 13 AI Agents in Financial Services Market: Type movement analysis 2024 & 2030 (USD Million)
Figure 14 Risk Management Agents market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 15 Compliance and Regulatory Agents market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 16 Fraud Detection Agents market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 17 Customer Service Agents market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 18 Credit Scoring Agents market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 19 Others market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 20 AI Agents in Financial Services Market: Institutional Type outlook key takeaways (USD Million)
Figure 21 AI Agents in Financial Services Market: Institutional Type movement analysis 2024 & 2030 (USD Million)
Figure 22 Traditional Banks market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 23 InsurTech Firms market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 24 FinTech companies market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 25 Others market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 26 AI Agents in Financial Services Market: Technology outlook key takeaways (USD Million)
Figure 27 AI Agents in Financial Services Market: Technology movement analysis 2024 & 2030 (USD Million)
Figure 28 Machine Learning (ML) & Deep Learningmarket revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 29 Large Language Models (LLMs) market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 30 Robotic Process Automation (RPA) market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 31 Cloud Computing & APIs market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 32 Others market revenue estimates and forecasts, 2018-2030 (USD Million)
Figure 33 Regional marketplace: Key takeaways
Figure 34 AI Agents in Financial Services Market: Regional outlook, 2024 & 2030 (USD Million)
Figure 35 North America AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 36 U.S. AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 37 Canada AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 38 Mexico AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 39 Europe AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 40 UK AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 41 Germany AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 42 France AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 43 Asia Pacific AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 44 China AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 45 Japan AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 46 India AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 47 South Korea AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 48 Australia AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 49 Latin America AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 50 Brazil AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 51 MEA AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 52 KSA AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 53 UAE AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 54 South Africa AI Agents in Financial Services Market estimates and forecasts, 2018-2030 (USD Million)
Figure 55 Company Categorization
Figure 56 Company Market Positioning
Figure 57 Strategy framework

Companies Mentioned

The companies profiled in this AI Agents in Financial Services market report include:
  • Accenture
  • Amazon Web Services (AWS)
  • FICO
  • Microsoft
  • NVIDIA
  • Salesforce
  • SAP
  • Oracle
  • Temenos
  • Upstart
  • WorkFusion
  • Zest AI

Methodology

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