Explore the key findings below or download the full report.
On average, these 5 banks (JP Morgan Chase, TD Bank, BNP Paribas, Intesa Sanpaolo, and UBS) drove +40.69% gains in stock price over the past year, versus +23.97% across the other 18 banks in our sample (1.7x).
At present, only five banks (Citigroup, DBS Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley) are demonstrating strength across more than one narrative channel, spanning: media coverage, press releases, LinkedIn, and investor materials.
Goldman Sachs dominates when it comes to “earned media.” 20 percent of all articles related to AI reference Goldman Sachs, driven by the bank’s strength in equity research and insights.
Three banks (CommBank, DBS Bank, CaixaBank) are responsible for over a third of this activity—demonstrating greater reliance on owned media channels to get their message out, build awareness around AI initiatives, and drive organic search traffic to their websites.
While this content makes up a small share of the overall content mix on the platform, the topic hit an inflection point last April. Over the last six months, banks more than doubled (+138 percent) their output of AI-specific posts on the professional networking platform.
While 27 of the 50 banks we cover now embed AI as a strategic business objective, only four banks (BNP Paribas, DBS Bank, JPMorgan Chase, and Société Générale) publicly disclose the total number of AI use cases deployed across their organisation and the expected outcomes from these projects via investor relations materials.
Only 20 bank CEOs engage on the topic, and nearly half of those restrict their commentary to general tech trends versus the specific implications to their direct business. All told, only 12 of 50 bank CEOs (24 percent) are discussing how their institution is addressing AI head-on, thereby blunting the impact of the bank’s overarching AI Narrative.
While 80 percent of bank CEOs are present on the platform and 68 percent actively post, less than 20 percent post about AI. This pattern fails to capitalise on the significantly higher engagement rates (+3.5x) secured by bank CEOs versus bank Company Pages when they post new content to LinkedIn.
To help combat the continuing disconnect between AI Narrative and Executive Positioning, three banks (JPMorgan Chase, CaixaBank, and NAB) have already taken the tentative first steps of appointing a Chief Data & Analytics Officer (CDAO) to the Executive Committee. This represents an important milestone in moving from experimentation to centralisation in continuing AI transformation efforts.
