Workforce Strategy Trends and Practices to Prepare for Process Automation Survey Report: Financial Services/Banking Industry

Over 65% of financial services organizations have adopted process automation in customer service functions. As automation transforms core operations, HR leaders are aligning workforce strategies to support new technologies and drive business value. This piece reveals how top-performing banks and financial institutions are aligning talent planning with automation goals to drive measurable business outcomes.

Key Takeaways

• Ethical AI skills saw the biggest rise in importance for skills required for process automation.
• Internal mobility and career progression improved in over half of surveyed firms.
• Most organizations are investing in data-driven cultures and intelligent machine training.
• Productivity and employee engagement show positive trends post-automation.

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