How financial services organizations are embracing AI

RSM data sheds light on how AI is transforming the landscape

July 21, 2025
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Financial services Artificial intelligence

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. 
     

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