What the research on AI adoption found
Three findings stand out from the CGI study:
- GenAI implementation has increased by 30 percentage points over the past two years
- 62 percent of organizations are now applying AI to core business and operational processes
- Only 40 percent of organizations have an enterprise AI strategy – and of those, just 20 percent extend it across their broader ecosystem
The readiness gap is even more pronounced when it comes to results. Only 51 percent of organizations surveyed said they quantify the outcomes of their AI adoption.
For financial advisory firms, that last figure is worth examining. Deploying AI tools without measuring their impact makes it difficult to justify continued investment or identify where value is actually being created.
As WPC has previously reported, investors may not see the benefits of AI adoption as most firms fail to show ROI. This challenge mirrors what CGI’s data surfaces at the enterprise level.
Adoption is ahead — readiness is not
Each pair shows where organisations are acting versus where they are prepared
Adoption / activity Readiness / outcome
AI application vs. measurement
AI activity vs. strategic readiness
IT talent shortage vs. execution impact
Source: CGI 2026 Voice of Our Clients. Based on interviews with 1,800+ business and technology executives globally. Published June 18, 2026.
The talent and legacy systems problem in AI adoption
CGI’s research identifies two operational constraints directly relevant to wealth management firms.
