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PUBLISHER: Grand View Research | PRODUCT CODE: 1726351

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PUBLISHER: Grand View Research | PRODUCT CODE: 1726351

AI Agents In Financial Services Market Size, Share & Trends Analysis Report By Type (Risk Management Agents, Compliance and Regulatory Agents, Fraud Detection Agents), By Institutional Type, By Technology, By Region, And Segment Forecasts, 2025 - 2030

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Market Size & Trends:

The global AI agents in financial services market size was estimated at USD 490.2 million in 2024 and is projected to grow at a CAGR of 45.4% from 2025 to 2030. 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, Grand View Research 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
    • U.S.
    • Canada
    • Mexico
  • Europe
    • UK
    • Germany
    • France
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
  • Latin America
    • Brazil
  • Middle East and Africa (MEA)
    • KSA
    • UAE
    • South Africa
Product Code: GVR-4-68040-542-8

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
Product Code: GVR-4-68040-542-8

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

  • Fig. 1 AI Agents in Financial Services Market segmentation
  • Fig. 2 Market research process
  • Fig. 3 Information procurement
  • Fig. 4 Primary research pattern
  • Fig. 5 Market research approaches
  • Fig. 6 Market formulation & validation
  • Fig. 7 AI Agents in Financial Services Market snapshot
  • Fig. 8 AI Agents in Financial Services Market segment snapshot
  • Fig. 9 AI Agents in Financial Services Market competitive landscape snapshot
  • Fig. 10 Market driver impact analysis
  • Fig. 11 Market restraint impact analysis
  • Fig. 12 AI Agents in Financial Services Market: Type outlook key takeaways (USD Million)
  • Fig. 13 AI Agents in Financial Services Market: Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 14 Risk Management Agents market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 15 Compliance and Regulatory Agents market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 16 Fraud Detection Agents market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 17 Customer Service Agents market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 18 Credit Scoring Agents market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 19 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 20 AI Agents in Financial Services Market: Institutional Type outlook key takeaways (USD Million)
  • Fig. 21 AI Agents in Financial Services Market: Institutional Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 22 Traditional Banks market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 23 InsurTech Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 24 FinTech companies market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 25 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 26 AI Agents in Financial Services Market: Technology outlook key takeaways (USD Million)
  • Fig. 27 AI Agents in Financial Services Market: Technology movement analysis 2024 & 2030 (USD Million)
  • Fig. 28 Machine Learning (ML) & Deep Learningmarket revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 29 Large Language Models (LLMs) market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 30 Robotic Process Automation (RPA) market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 31 Cloud Computing & APIs market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 32 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 33 Regional marketplace: Key takeaways
  • Fig. 34 AI Agents in Financial Services Market: Regional outlook, 2024 & 2030 (USD Million)
  • Fig. 35 North America AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 36 U.S. AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 37 Canada AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 38 Mexico AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 39 Europe AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 40 UK AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 41 Germany AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 42 France AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 43 Asia Pacific AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 44 China AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 45 Japan AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 46 India AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 47 South Korea AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 48 Australia AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 49 Latin America AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 50 Brazil AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 51 MEA AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 52 KSA AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 53 UAE AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 54 South Africa AI Agents in Financial Services Market estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 55 Company Categorization
  • Fig. 56 Company Market Positioning
  • Fig. 57 Strategy framework
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