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AI in Finance — Visuals (2020–2025)

AI in Finance — Visuals (2020–2025)

Timeline • Workflow • Heatmap • Case studies — copy/paste HTML or screenshot for your blog/report.

Created: Sept 2025
Timeline: AI adoption in finance (2020–2025)
2020 RPA in reporting
2021 Fraud & compliance
2022 Predictive analytics
2023 Chatbots & treasury
2024 Generative AI
2025 Intelligent finance
Workflow diagram: AI use cases in finance

FP&A

Forecasting & predictive budgeting
Budget variance diagnostics
Scenario modeling & stress tests

Risk

Fraud detection & transaction monitoring
Credit scoring & counterparty risk
Regulatory compliance automation

Audit

Continuous audit & anomaly detection
Evidence collection & auto-summaries

Treasury

Cash flow forecasting & optimization
FX & liquidity risk management
Heatmap: CFO priorities (2025 outlook)
Priority vs Urgency — darker = hotter
AI adoption
Critical
Data security
Critical
Scenario planning
High
ESG reporting
Medium
Workforce reskilling
Medium
Routine automation
Lower
Change management
High
Vendor risk
Critical
Quick guidance
Focus investment where heat is highest: AI adoption, data security and scenario planning. Pair AI pilots with strong governance, privacy-by-design and reskilling programs to capture ROI safely.
Case study infographics with ROI metrics
Company A — Banking
Industry: Financial Services
Before AI: Manual compliance checks (~12 hrs/case). After AI: Automated fraud detection & alerting, case triage.
Key improvements
Resolution speed: +90%
Reduced fraud losses: -$10M / year
Cost savings
25%
Forecasted ROI
3.4x
Company B — Retail Finance
Industry: Retail
Before AI: Spreadsheet-driven forecasting. After AI: Predictive FP&A with scenario modeling and automated variance explanations.
Key improvements
Forecast accuracy: +40%
Decision speed: 3x faster
Forecast gain
40%
ROI (efficiency)
2.1x
Tip: Replace metrics with your company's real numbers. Export these cards as images for slide decks.
Use freely — adapt colors/labels to your brand.

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