Reports

• Harvard Business Review Analytic Services (2025) From the Edge to the Core: Bringing Agentic AI to the Heart of the Enterprise. Boston, MA: Harvard Business Review Analytic Services. (Accessed: December 2025). Why read it: It explains how to deploy agentic AI in core fiduciary operations without eroding governance, control, or client trust—turning AI risk into a strategic advantage.

• Stende, S. (2024) Responsible AI governance in practice: The strategic impact of responsible AI governance on business value and competitiveness.

• Angerbauer, J., Atkins, P., Dean, J., Dovick, M., Huling, R., Killela, M., Kurzova, N., McDonough, J., Moore, S.P., Napier, C., Peterson, R., Pixton, A., Sanders, O., Scheese, C., Soller, J., Stringfellow, D. & Williams, K. (2025) The AI Leadership Blueprint: A Practical Guide to Responsible Workforce Transformation. Why read: It helps trustees understand how to govern AI responsibly so they can protect their organization while enabling strategic, future-ready innovation.

• McKinsey & Company (2025) The State of AI in 2025: How organizations are rewiring to capture value Why read: Industry benchmarking data; ROI metrics from financial services implementations

• Asana (2025) 2025 Global State of AI at Work. Available at: https://assets.asana.biz/m/10543e5e3bcb38f5/original/2025-Global-State-of-AI-at-Work.pdf (Accessed: 15 October 2025)

• BIS Financial Stability Institute Occasional (2025) Paper No 24 Managing explanations: how regulators can address AI explainability

• ACAMS (2025) The road to integration: The state of AI and machine learning adoption in anti-money laundering compliance. 

• Stanford HAI. (2025). AI Index Report.

• UNDP. (2025). Human Development Report 2025.

• IBM Consulting. (2025). Agentic AI in Financial Services: Opportunities, Risks, and Responsible Implementation.

• PwC. (2025). Agentic AI – The New Frontier in GenAI | An Executive Playbook.

• McKinsey QuantumBlack AI. (2025). Seizing the Agentic AI Advantage: A CEO Playbook to Solve the GenAI Paradox.

• Capgemini Research Institute. (2025). Rise of Agentic AI: How Trust Is the Key to Human-AI Collaboration.

• Dubai Future Foundation & IBM. (2025). Solving the AI ROI Puzzle.

• World Economic Forum & Capgemini. (2025). Technology Convergence Report.

• MIT Technology Review Insights. (2025). A Playbook for Crafting AI Strategy.

• Google. (2025). Work Smarter: 10 Practical Hacks to Use AI Agents for Business.

• European Union. (2025). The EU Artificial Intelligence Act — Developments and Analyses.

• European Union. (2025). GenAI Outlook Report.

2024

• ITU - AI Governance Day – From Principles to Implementation 2024 Report

• Ransbotham, S., Kiron, D., Gerbert, P., and Reeves, M. (2024) Winning With AI: Lessons From the Leaders MIT Sloan Management Review, Spring 2024
  https://sloanreview.mit.edu/projects/winning-with-ai-2024/ Why read: Research from 3,000+ organizations on successful AI adoption; includes ROI data, implementation frameworks, and common failure patterns; financial services heavily represented

• Boston Consulting Group- The CEO’s Guide to Maximizing Value Potential from an AI in 2024.

• Deloitte - The future of legal work? The use of Generative AI by legal departments

• AI, Machine Learning & Big Data Laws and Regulations 2024 (Book)

• McKinsey - The state of AI in early 2024: Gen AI adoption spikes and starts to generate value

• McKinsey -Implementing generative AI with speed and safety

• Boston Consulting Group - From Potential to Profit with GenAI

• European Central Bank - The rise of artificial intelligence: benefits and risks for financial stability

2023

• Stanford HAI. (2023). AI Index Report. URL: https://hai.stanford.edu/ai-index

• World Economic Forum. (2023). The Future of Jobs Report.

• NTIA (US Dept. of Commerce). (2023, April 11). AI Accountability Policy Request for Comment.

• Department for Science, Innovation & Technology (UK). (2023, March). A Pro-Innovation Approach to AI Regulation.