Which workflows are most exposed to agentic automation in the next 12–24 months—and which competitors or new entrants are already targeting them?
What share of revenue and customer value do those workflows touch?
Where does your company truly control decision-critical signals vs. acting as a passive system of record that competitors can bypass?
Accelerate Market Growth two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
Accelerate Market Growth
two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
Accelerate Market Growth
two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.1
Accelerate Market Growth
two lines
0.2
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.1
0.2
Accelerate Market Growth
two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.3
Accelerate Market Growth
two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.1
Accelerate Market Growth two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.2
Accelerate Market Growth two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
0.3
Accelerate Market Growth two lines
Monolithic architectures slow time-to-market, limiting your ability to activate new use cases and seize emerging opportunities. Modern, flexible platforms enable rapid iteration and improved scalability.
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1. Diagnose Revenue and Workflow Exposure (If You Haven’t Already)
For some leadership teams, AI disruption risk is already well understood. For others, it remains abstract or unevenly internalized.
Where clarity is lacking, companies should rapidly assess:
This assessment should include rapid competitive scanning—especially of AI-native entrants—focused on how quickly others are redefining customer workflows.
What success looks like: Minimal customer attrition thanks to a top-notch customer experience enabled by proactive communication and planning, with retention rates that match or exceed your pre-deal baseline. Stable or growing deposits through the integration period. Customer feedback that reflects confidence in the combined institution. Competitors who tried to exploit your transition but came away empty-handed.