Analyst Report

10 Most Common Mistakes in Financial Services Automation

Our most successful intelligent automation clients always have a robust strategy combined with great people from the business and IT working together to deliver a clear plan. The Gartner® Avoiding the 10 Most Common Mistakes in Financial Services Automation report, provides insights into how financial services companies can avoid the pitfalls of their automation journey and achieve long-term value from their investments.

Inside the report you'll get Gartner insights on how to:

  • Apply a structured approach to automation by building a digital operations center of excellence that focuses on governance, technology selection, and appropriateness of automation to deliver business outcomes.
  • Avoid the common mistakes in the implementation of automation by incorporating stakeholders in decision-making, devoting time to establish robust testing practices, and building a prioritization approach to automation use case selection.
  • Ensure post-implementation success of automation by engaging employees early in automation initiatives, establishing postproduction monitoring, and using metrics to quantify success.

Download this report from Gartner to avoid the 10 most common mistakes in financial services automation.

Gartner, Avoiding the 10 Most Common Mistakes in Financial Services Automation, Laurie Shotton, Nicole Sturgill, 29 June 2022. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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