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Preference for generative AI (GenAI) assistant or human banker for financial tasks worldwide in 2025

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Release date

October 2025

Region

Worldwide

Survey time period

May 2025

Number of respondents

9,813 respondents

Supplementary notes

The surveyed countries include: Brazil, Canada, Germany, India, Netherlands, Spain, and the United States. 

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Preference for GenAI assistant vs human banker for financial tasks worldwide 2025

Published by ÌÇÐÄÆƽâ°æ Research Department, Nov 17, 2025

According to a 2025 survey of respondents using GenAI for financial tasks across seven countries, low-stakes activities were where GenAI held the strongest appeal. For basic questions, a majority preferred a GenAI assistant over a human banker, the only task for which GenAI was the clear favorite. For other low-stakes needs, such as quick account information, troubleshooting, product discovery, or budgeting advice, most respondents were open to using either a GenAI assistant or a human banker. For more complex tasks, human bankers remained the slightly preferred option, though a substantial share of respondents expressed flexibility toward both.

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