Instrumental Group

Finserv Industry Benchmark Study

The rising use of Artificial Intelligence (AI) is revolutionizing the way financial services approaches business development.

We surveyed leaders in the financial industry to see how they're leveraging AI in response to external threats to growth. Read the survey report with 200 responses to 10 critical challenges.

Download our 2024 Financial Services Industry Study to see how your peers are leveraging AI, sales automation, and sales enablement software to gain a competitive edge.

What the study includes:

Data breakdown by banks, credit unions, mortgage brokers, accountants, and financial advisors
AI utilization rates by sales teams
Sales automation and enablement utilization
Sales innovation rates by organizations and goal status