Financial leaders still rely on regular tools like Excel for automation tasks over AI

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  • Report claims finance leaders prioritize Excel over AI for automation and security
  • Cautious optimism defines finance’s approach to AI integration challenges
  • Regulatory compliance remains a significant barrier to AI deployment

There is a significant gap between the industry’s excitement about AI tools and the cautious reality of their implementation in finance, new research has claimed.

Rossum surveyed 470 finance leaders from the UK, US, and Germany to understand how they are navigating the current landscape of automation, and what challenges lie ahead.

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