Perly Consulting │ Beck Eco

The State of Play

A living index of AI adoption across industries — where established practice meets the bleeding edge
UPDATED DAILY

The AI landscape doesn't move in one direction — it lurches. Some techniques leap from experiment to table stakes in a single quarter; others stall against regulatory walls, technical ceilings, or organisational inertia that no amount of hype can dislodge. Knowing which is which is the hard part. The State of Play cuts through the noise with a rigorously maintained index of AI techniques across every major business domain — classified by maturity, evidenced by real-world adoption, and updated daily so you always know where you stand relative to the field. Stop guessing. Start knowing.

The Daily Dispatch

A daily newsletter distilling the past two weeks of movement in a domain or two — delivered to your inbox while the index updates in the background.

AI Maturity by Domain

Each dot marks the weighted maturity of practices within a domain — hover for a brief summary, click for more detail

DOMAIN
BLEEDING EDGEESTABLISHED

Regulatory filing & reporting automation

LEADING EDGE

TRAJECTORY

Stalled

AI that automates the preparation and formatting of regulatory filings and compliance reports. Includes form population and submission preparation; distinct from financial reporting which targets investor rather than regulatory audiences.

OVERVIEW

Regulatory filing automation has reached a frustrating plateau: the platforms work, but most organisations cannot operationalise them. Forward-leaning deployers — large financial institutions, major accounting firms, pharma companies with dedicated regulatory affairs teams — report dramatic efficiency gains, sometimes cutting submission preparation from weeks to hours. Yet the majority of compliance functions still depend on manual processes, spreadsheets, and ad-hoc workarounds. The bottleneck has shifted from tooling immaturity to governance readiness, data quality, and organisational change management.

This is the defining tension of a leading-edge practice. Regulators keep raising the bar with machine-readable standards (XBRL, ESEF, eCTD 4.0), enforcement fines are climbing, and vendor investment is accelerating — but the adoption-execution gap has widened rather than narrowed. The question is no longer whether automation can handle regulatory filings. It is whether firms can build the data foundations and governance structures to let it.

CURRENT LANDSCAPE

The vendor ecosystem is mature and competitive. Automation Anywhere reports 655K AI agents deployed globally, with KPMG identifying $150M in automation opportunities across its client base. Thomson Reuters launched agentic AI for tax preparation, and AI adoption in accounting firms jumped from 9% to 41% in a single year, with early adopters reporting 70% reductions in processing time and 90% fewer errors. The regulatory reporting automation market stands at $3.9B as of 2025, projected to reach $15.12B by 2035 at 14.5% CAGR, reflecting sustained vendor investment and organisational adoption intent.

Regulator-driven modernisation is accelerating automation readiness. In April 2026, the SEC and CFTC jointly proposed updates to Form PF schemas explicitly designed to "facilitate smoother integration with modern compliance software and reduce manual data entry errors." India's Ministry of Corporate Affairs is rolling out MCA21 Version 3 with straight-through processing and pre-filled filing interfaces, automating corporate filings across the lifecycle. These regulatory infrastructure investments acknowledge automation's inevitability while reducing the compliance friction that has slowed uptake.

Deployment gains are real and widening. Pharma deployments cut NDA compilation from 6 weeks to 8 days and improved FDA acceptance rates from 73% to 98%. A healthcare manufacturer eliminated ~77 days of manual regulatory submission work through automation. Amgen's LLM-based tool reduced submission drafting from two weeks to under an hour. Osaic's broker-dealer automation delivered 186% ROI across 88K transactions. East West Bank deployed Wolters Kluwer's OneSumX for full reconciliation and compliance reporting automation. European fund managers are transitioning to autonomous filing agents that execute regulatory submissions end-to-end. Mid-size banks spend 5,000–10,000 person-hours annually on regulatory reporting; healthcare organisations report 80% cost reduction in quality measure calculations. These are genuine production wins across sectors — not pilots. But they remain concentrated among organisations with mature data foundations and governance infrastructure.

Yet adoption growth masks persistent implementation barriers. A late-April 2026 AscentAI benchmark survey of 200+ compliance professionals across FinTechs, Tier 1 banks, regional banks, and investment institutions found only 16% of organisations at "Advanced" maturity — highly automated, fully integrated compliance operations. However, acceleration is projected: that advanced cohort is expected to double to 35% within 12 months, with 74% of firms planning new compliance technology investment within the same timeframe. A survey of 204 compliance professionals in early 2026 found 80% still rely primarily on manual processes even as 59% report using AI in some capacity — adoption without integration. Only 6% of finance leaders claim advanced automation implementation despite 76% planning investment. Governance remains the binding constraint: 37% cite it as their primary barrier, and nearly 39% lack formal AI risk review processes. Regulatory fragmentation is adding friction — Colorado's AI Act (effective June 2026) requires pre-use notices and opt-out options for high-risk AI in employment, housing, and insurance decisions, extending compliance scope to automation initiatives themselves. Agentic AI deployments face probabilistic success rates of 70–85% without strict constraints, creating operational risk. Enforcement adds urgency — CFTC fines exceeding $50M for swap reporting failures underscore the cost of getting filings wrong — but urgency alone does not resolve the underlying data quality, governance maturity, and organisational readiness gaps that keep this practice from broader uptake.

TIER HISTORY

ResearchJan-2020 → Jan-2020
Bleeding EdgeJan-2020 → Jan-2023
Leading EdgeJan-2023 → present

EVIDENCE (90)

— AscentAI benchmark survey of 200+ compliance professionals across major bank categories shows 16% advanced automation adoption rising to 35% within 12 months, with 74% planning new compliance technology investment.

— Expert analysis of AI automating pharmaceutical regulatory submissions (CSRs, CTDs) with identified benefits (25-50% time reduction, 90% error reduction) and challenges (data quality, interpretability gaps).

— SEC/CFTC jointly modernize Form PF schemas to facilitate smoother integration with modern compliance software and reduce manual data entry errors, demonstrating regulator-driven automation enablement.

— Practitioner analysis of AI agents automating regulatory reporting with 70-80% effort reduction; mid-size banks spend 5,000-10,000 person-hours annually on regulatory reporting; healthcare shows 80% cost reduction in quality measures.

— Comprehensive overview of compliance automation lifecycle (regulatory ingestion, obligation mapping, workflow automation, evidence collection) explaining ROI drivers: staff time recovery, audit cost reduction, non-compliance risk mitigation.

— India's Ministry of Corporate Affairs designing automated filing systems through MCA21 Version 3 with straight-through processing and pre-filled interfaces, showing major government regulator automation initiative.

— Named bank deployment case study showing automated reconciliation, data validation, and compliance reporting with measurable outcomes on IFRS and local regulatory requirements.

— Major vendor product for SEC regulatory filing and reporting automation platform with XBRL tagging, certification automation, and audit trail generation.

HISTORY

  • 2020: FSB documents 28 RegTech case studies on regulatory reporting automation; FCA/BoE commission Digital Regulatory Reporting review to standardize machine-executable filing formats. Pharma sector adopts RPA for statistical reports; MiFID II implementation reveals 88% error rates, signaling process maturity gaps.
  • 2021: Pandemic accelerates cloud and automation adoption; EY survey confirms financial firms systematically increasing report production automation. Bank of England identifies data quality deficiencies as compliance risk. Cloud deployment widespread but regulatory uncertainty remains a barrier. RegTech vendor ecosystem expands; academic frameworks for automation emerging.
  • 2022-H1: Regulatory mandates accelerate (EMIR Refit, SFDR, HMRC Making Tax Digital); vendors launch regulatory reporting solutions. Banking/payments survey shows 56% deployed AI/ML for compliance. Cloud migration continues; data quality and governance maturity remain primary adoption barriers.
  • 2022-H2: ISDA's Digital Regulatory Reporting (DRR) moves from initiative to production deployment with BNP Paribas' CFTC filing automation; DRR 1.0 open-source launch demonstrates ecosystem consolidation. Moody's and other vendors offer compliance-as-a-service for multi-jurisdiction filings. Despite vendor maturity and 63% financial services prioritization of automation, 75% of firms report zero automation in compliance processes, indicating adoption remains constrained by data quality and governance challenges.
  • 2023-H1: Vendor tooling consolidates with product-GA releases (Automation Anywhere Document Automation 6 with native AI/NLP). Biopharmaceutical firms adopt digital workflows for regulatory submission acceleration. RegTech industry focus shifts from adoption to operational consistency and efficiency. Data quality and governance barriers persist, concentrating adoption among larger enterprises; most firms remain spreadsheet-dependent despite widespread tooling availability.
  • 2023-H2: Major vendor releases (Wolters Kluwer OneSumX for Basel, Thomson Reuters AI/automation tax suite) signal sustained market confidence, yet Protiviti survey shows 58% increase in SOX hours despite 74% automation initiatives. EY analysis documents persistent reconciliation barriers; BCBS-239 metrics show only 3% of banks fully compliant on accuracy/integrity. Data quality emerges as critical limiter ahead of regulatory deadlines (EMIR REFIT, OECD Pillar Two). Adoption-reality gap widens: tooling available but operational deployment remains constrained by governance and data maturity challenges.
  • 2024-Q1: CFTC Phase 2 swap reporting becomes effective (Jan 29); EMIR Refit approaches go-live (April 29 EU). Market sizing projects $517.6M regulatory reporting software market with 9.9% CAGR, confirming ecosystem maturity. Forrester survey reports 158% ROI from automation, with 84% of finance leaders expecting expanded regulatory oversight. Yet operational barriers persist: data quality, multi-jurisdiction rule divergence, and master data governance remain binding constraints; adoption concentrated among large institutions while smaller firms continue spreadsheet-dependent processes.
  • 2024-Q2: EMIR Refit go-live (April 29 EU) and CFTC Phase 2 deadline implementation continue driving filing automation urgency. REGnosys and specialist vendors report asset manager and financial institution adoption of automated compliance platforms, yet only 22.2% of central banks maintain active regtech strategies. Regulatory reporting costs remain material (£2-4.5B annually for UK banks), incentivizing platform adoption among large institutions but constraining smaller firm participation. Academic research documents vendor ecosystem maturity (12+ platforms reviewed) with sustained emphasis on human-in-the-loop validation and data quality as implementation bottlenecks.
  • 2024-Q3: Vendor releases continue signaling market confidence—Wolters Kluwer ships AI-enhanced OneSumX Reg Manager for insurance carrier compliance automation. Regulatory filing automation consolidates as a leading-edge practice with production-grade platforms deployed across major financial institutions, yet adoption remains constrained by data quality, governance complexity, and cost barriers for smaller firms. Automation now standard among large institutions but spreadsheet-dependent processes persist in smaller compliance functions.
  • 2024-Q4: Osaic broker-dealer case study demonstrates production-scale deployment (186% ROI, 25K hours saved annually, 93% accuracy on 88K automated transactions). Market forecasts confirm 12.3% CAGR through 2030 for regulatory reporting platforms. Yet adoption-reality gap widens: late-2024 surveys show 42% of US bank compliance professionals rely frequently on manual processes; 40% spend 10+ hours weekly remediating data quality issues. Named deployments deliver measurable value for sophisticated adopters, but platform adoption remains concentrated among large institutions while smaller firms grapple with governance, data quality, and cost barriers.
  • 2025-Q1: Global regulatory reporting solutions market reaches $7.58B in 2025, growing at 12.2% CAGR. Practitioner analysis emphasizes AI's expanding role in automating compliance and reporting workflows, with persistent challenges around data volume and manual processes limiting broader deployment. Vendor ecosystem continues maturing with sustained product investment despite implementation barriers.
  • 2025-Q2: Vendor platforms expand sector coverage—Triodos Bank deploys Wolters Kluwer OneSumX for sustainable finance compliance, pharma sector adopts agentic AI reducing submission draft time 55-94%. Machine-readable regulation standards (XBRL, ECB IReF, regulation-as-API) mature as foundational infrastructure. Yet adoption reality diverges: 60% of institutions still manual-process dependent; Thomson Reuters survey finds only 22% have AI strategies. Practice solidifies as leading-edge: platforms production-grade, ecosystem competitive, adoption spreading but constrained by governance maturity and data quality barriers rather than technical immaturity.
  • 2025-Q3: SEC EDGAR Next (effective Sept 15) updates electronic filing infrastructure with new schema and streamlined submission types, advancing machine-readable standards. Investment advisers report 40% AI adoption but 44% lack formal testing/validation; document processing adoption reaches 78% but paper reliance persists at 61%. Vendor roadmaps evolve toward real-time "straight-through reporting" data flows. Yet governance gaps and implementation barriers remain: practitioners document failures in automation projects due to poor governance, incomplete regulatory documentation, and neglected data quality. Practice enters maturity phase where infrastructure and tooling advance faster than operational readiness.
  • 2025-Q4: Thomson Reuters launches Ready to Review (agentic AI for tax preparation) signaling continued vendor innovation in regulatory filing automation. AI adoption in accounting firms surges from 9% (2024) to 41%, with AI-assisted tax prep reducing processing time by 70% and errors by 90%. Market projections show regulatory reporting automation market reaching $3.9B in 2025, growing to $8.6B by 2032 at 12% CAGR, reflecting strong vendor ecosystem and financial sector investment. Vendor ecosystem consolidates with Wolters Kluwer, Intuit, and Thomson Reuters competing for accounting market share. Yet adoption bifurcation persists: large institutions with mature data foundations deploying successfully, while mid-market and smaller firms remain constrained by governance gaps, data quality challenges, and legacy system complexity. Standardized data architectures recognized as foundational but inconsistently implemented.
  • 2026-Jan: Pharma sector demonstrates deployment momentum—Amgen LLM-based Quality Summary tool cuts submission drafting time by 60% (from 2 weeks to under 1 hour), signaling maturity in sector-specific agentic automation. Industry consensus emerges on AI-driven submissions becoming standard practice with eCTD 4.0 accelerating across regions and regulators increasingly expecting traceable, explainable AI outputs rather than black-box automation. Persistent challenge: only 54% of NDAs achieve first-cycle approval despite automation gains, indicating submission quality barriers remain despite tooling advances.
  • 2026-Feb: Vendor momentum accelerates—Automation Anywhere ships AI Document Automation with agentic process reasoning and reports 655K agents deployed globally (KPMG case study identifies $150M in future automation opportunities). Yet adoption-execution gap widens: Savant Labs survey (204 finance/tax leaders) shows 76% plan agentic automation investment but only 6% have advanced implementation, with governance concerns cited by 37% as primary barrier. Regology compliance professional survey (204 respondents) finds 92.6% report roles harder, 80% still reliant on manual processes despite 59.3% using AI, with 38.8% lacking formal AI risk review. Enforcement pressure persists: cross-regional analysis documents CFTC fines exceeding $50M for swap reporting failures and weak governance as recurring compliance issue. Pharma sector adoption lags: only 20% have deployed AI in production workflows with 80% exploring but fewer than 15% ready for eCTD 4.0, constrained by staffing (60%+) and manual validation processes. Asset managers facing Q2 2026 Form PF deadline with manual processes consuming 2+ weeks per filing. Practice tier solidifies as leading-edge with maturing platforms, strong vendor investment, and proven ROI in sophisticated deployments, but governance maturity, data quality, and organizational readiness remain binding constraints to scaling adoption beyond large institutions.
  • 2026-Apr: Production deployment evidence broadens across sectors: a mid-size pharma cut NDA compilation from 6 weeks to 8 days with FDA acceptance rates rising from 73% to 98%, a named healthcare manufacturer eliminated ~77 days of manual submission work, and European fund managers are transitioning to autonomous filing agents executing regulatory submissions end-to-end. Market sizing revised upward to $15.12B by 2035 (14.5% CAGR) from prior $8.6B forecast, reflecting accelerating investment. Regulator-driven automation enablement accelerates: the SEC and CFTC jointly proposed Form PF schema modernisation explicitly designed to facilitate software integration and reduce manual data entry, while India's MCA21 Version 3 introduces straight-through processing for corporate filings — signals that regulators are actively reducing friction for automation adoption. Practitioner analysis quantifies the burden being automated: mid-size banks spend 5,000–10,000 person-hours annually on regulatory reporting; AI agents are projected to cut that 70–80%; healthcare organisations report 80% cost reduction in quality measure calculations. Demand-side pressure intensifies: 79% of accounting firms (87% of large firms) report significant regulatory complexity impact and 74% view automation as essential, yet governance readiness remains the binding constraint — Colorado's AI Act (June 2026) adds compliance requirements to automation initiatives themselves, agentic systems face 70-85% success rates without strict constraints, and only 24% of organisations have AI governance programs in place.

TOOLS