Why Workflow Optimisation Beats Waiting for Agents
Only 11% of organisations have deployed AI agents in production. The more predictable path to AI benefit is optimising the workflows you already perform.
Sandy
9 min read

TL;DR
Optimising workflows you already perform delivers more predictable AI benefit than waiting for autonomous agents to mature. Industry data confirms the gap: only 11% of organisations have deployed AI agents in production, and Gartner predicts over 40% of agentic AI projects will be cancelled by 2027. Meanwhile, financial advisors who focus on improving existing processes, from meeting documentation to client follow-up, are seeing measurable results now. The more effective path starts not with mastering new technology, but with examining the work already in front of you.

Sandy
Founder, Northern Catalyst
Building tools for Canadian financial advisors
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