OvationCXM

OvationCXM is an AI-enabled orchestration operating system for financial services that coordinates execution across applications, teams & third parties.

[OvationCXM @ovationcxm]

Among finance leaders using AI agents for finance & banking, the majority use them on 2+ platforms.
The top picks?
•ChatGPT
•Copilot
•Excel & Google Sheets
•Gemini
•QuickBooks
•Teams, Slack

Read more: https://t.co/gBjSbuVtQg

#agenticbanking #AIagents #OvationCXM

[OvationCXM @ovationcxm]

68% of finance leaders plan to let #AI agents move money with their bank in the next 12 months.

They also expect certain controls from their institution to feel confident using them for agentic #banking.

New agentic banking research, no form fill: https://t.co/4a3sVEhWsh

[OvationCXM @ovationcxm]

Customer-owned #AI agents are acting in finance & #banking work. In what platforms? Doing what?
New #research - out today!

Read what 520 U.S. finance leaders told us: https://t.co/A2GRYid1HV

#OvationCXM

[OvationCXM @ovationcxm]

How do banks govern how AI agents behave INSIDE their organization once they arrive:
→ What can they see?
→ Which customer are they acting for?
→ What are they permitted to do?

Finance leaders expect specific controls. Find out what they are. https://t.co/7TzusIskqy

[OvationCXM @ovationcxm]

How do AI agents change the game in banking?
How must banks prepare to receive new customer activity securely and compliantly when users are not human?

@ovationcxm president & founder, Tim Attinger, tackles this question in his new article. ⬇

https://t.co/IGjpUz7A8N
#banking

[OvationCXM @ovationcxm]

Someone else manages the #agentic #banking instructions and essentially owns the relationship.

Deploying the governance layer first ensures #banks remain central to the customer relationship. Our research lays out the stakes → https://t.co/3U2KRBHigl

[OvationCXM @ovationcxm]

A quiet way to lose a commercial banking relationship in the next 12 months?

Your customer builds an agentic workflow inside an ERP or treasury platform. That platform operates a governance layer.
runs
Your bank holds the account, but that's it...
1/2

[OvationCXM @ovationcxm]

7 in 10 finance leaders say agentic #banking is important enough to influence their choice of bank.

If banks want to be central to the customer rather than just a settlement rail, they need infrastructure to govern AI agents' actions. New research ⬇
https://t.co/3U2KRBHigl

[OvationCXM @ovationcxm]

Surprising... One way to describe our research on agentic banking.

Read the data in our issue of Orchestration Spotlight:

✅ Whether finance leaders want to use agentic AI
✅ Would they pay for agentic banking access

Read the newsletter ⬇
https://t.co/2BHELdWd7r

#banking #AI

[OvationCXM @ovationcxm]

Finance leaders want agentic banking & they'll pay for it. BUT they have a condition... ✋

88% say it must be secure and compliant & they rank the specific capabilities they require.

Read @OvationCXM's research → https://t.co/3U2KRBHigl

#agenticAI #banking #OvationCXM

[OvationCXM @ovationcxm]

We asked 522 finance leaders: What would make you comfortable letting an AI agent act in banking work?

Their answers describe a control layer that authenticates, governs, confirms, records & controls agents.

The full list is in the report →https://t.co/8g5gliQkle

#OvationCXM

[OvationCXM @ovationcxm]

Banks compete on products, pricing and service.
The next differentiator? AI agent readiness.

💬 71% of finance leaders say a bank's ability to support AI-driven workflows influences their banking choices.

Not someday.
Today.

Read the research: https://t.co/BFZ5SekcPn
#Banking

[OvationCXM @ovationcxm]

The next banking customer may not be human.

Visa is enabling AI-initiated payments. FIS is developing AI agents for financial crime.

Different announcements. Same direction.

Are banks ready?

https://t.co/ESD8LI0BVS

#Banking #AgenticAI

[OvationCXM @ovationcxm]

Are finance leaders willing to use autonomous workflows to handle their #banking work?

72% say they are IF it's secure & compliant, according to our survey of 522 finance leaders.

📌Read all the findings in our #AI #research.
https://t.co/3U2KRBHigl
#agenticeconomy

[OvationCXM @ovationcxm]

Download the full report on how finance teams see AI agents working in banking workflows and whether they are willing to pay for that connectivity: https://t.co/3U2KRBHigl

[OvationCXM @ovationcxm]

What happens if #banking infrastructure isn't ready for AI-agent-led activity? Find out in our #research, out today! Link in comments...

[OvationCXM @ovationcxm]

https://t.co/3U2KRBHigl

[OvationCXM @ovationcxm]

Agentic #banking isn’t happening "someday."
It’s coming now.

Download the full research → https://t.co/3U2KRBHigl

[OvationCXM @ovationcxm]

New research just dropped: When AI Agents Become the Customer

We surveyed 522 finance leaders. About their views and plans for AI agents to initiate payments and handle other finance & banking work on their behalf.
The findings are striking...

[OvationCXM @ovationcxm]

→ 69% would pay their bank for #AI-agent connectivity
→ 72% would let agents act in their banking workflows
→ 71% already factor it into choosing a bank