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Publications

White papers and practical guides from FINATUM, free to download.

Cover: Agentic Software Delivery in Financial Institutions, White Paper, Executive Edition
White paper · Executive edition New

Agentic Software Delivery in Financial Institutions

What AI agents mean for how banks, insurers and asset managers build software, and what it takes to make it real. Written for management and decision-makers.

In this edition

  • What is changing, and why now
  • How IT projects change when AI agents do much of the work
  • A worked example: migrating an investment reporting platform
  • What regulators expect
  • How to start now, before the full platform exists
  • A roadmap, a 90-day plan and the decisions management needs to take

October 2026 · 15 pages · PDF, 175 KB · English

Cover: Quick Readiness Check for AI-Assisted Delivery
Companion document · Conversation guide

Quick Readiness Check for AI-Assisted Delivery

Three 30-minute conversations for IT project managers to find out what the firm already offers, and where a project can start.

01
AI tools and rules
What may I use today, and under which rules?
02
Delivery toolchain
How would AI fit into the way we build software?
03
Data, platform and controls
What would a pilot with AI agents need?

October 2026 · 6 pages · PDF, 122 KB · English · Companion to the white paper above