# State Street: AI agents, dated Source: https://www.bankingnewsai.com/banks/state-street/ai-agents Record last changed: Oct 19, 2026 6 dated AI-agent moves from Oct 1, 2025 to Oct 1, 2026; 3 agent use cases on the profile, 2 in production. Strategy page: https://www.bankingnewsai.com/banks/state-street ## Agent use cases | Use case | Stage | What it does | |---|---|---| | **Copilot platform for all eligible employees** | In production | Standardised agentic capabilities on a copilot platform for knowledge retrieval, document extraction, content creation, analytics and decision support (Q2 2026 call); in 2024 State Street named Microsoft Copilot as the product it planned to scale for staff. | | **Responsible AI Framework and employee training** | In production | The 2025 annual report says generative and agentic AI implementations are governed by a Responsible AI Framework with dedicated employee education and training modules; the proxy lists an AI strategy among the COO's 2025 deliverables. | | **Centralised AI hub and agent-enabled service delivery** | Rolling out | Over 200 AI use cases, 70 live (April 2026); agent-enabled service delivery from July 2026 with an AI Foundry to scale it; human-agentic hybrid teams in the operating-model redesign. | ## Timeline ### Oct 2026 | Date | Move | Stage | Source | |---|---|---|---| | 2026-10-01 | **Fogarty: agentic AI 'moved into production', driverless NAV live** American Banker profile says State Street has moved agentic AI capabilities into production under Fogarty's oversight of businesses accounting for more than 80% of consolidated revenue, using automation and AI to reduce manual transactions and aged back-office cash settlements and to improve accounting productivity through 'driverless NAV' technology. | Announced | [American Banker, Oct 1, 2026](https://www.americanbanker.com/news/2026-the-most-powerful-women-in-finance-19-ann-fogarty-state-street) | ### Jul 2026 | Date | Move | Stage | Source | |---|---|---|---| | 2026-07-16 | **Investor deck quantifies the 'Tech and AI-enabled Transformation' pillar** ~$1B run-rate benefits by 2029 (~$750M productivity, ~$250M revenue); core agentic platform; ~30-40% developer-productivity increase; ~80% of applications on modern cloud platforms, from ~40%. | Announced | [State Street (SEC filing), Jul 16, 2026](https://www.sec.gov/Archives/edgar/data/93751/000009375126000387/stt2q26earningspresentat.htm) | ### Apr 2026 | Date | Move | Stage | Source | |---|---|---|---| | 2026-04-08 | **2026 proxy credits the COO with a comprehensive AI strategy and an agentic platform push** The HRC applied a +2.5% individual modifier to Mostapha Tahiri's 2025 award for delivering a 'comprehensive artificial intelligence (AI) strategy' and moving to a platform-and-pods model to accelerate an Agentic AI platform; CEO and CFO scorecards cite AI-enabled capabilities and AI-driven client tools. | Announced | [State Street (SEC filing), Apr 8, 2026](https://www.sec.gov/Archives/edgar/data/93751/000114036126013817/ny20058931x1_def14a.htm) | ### Mar 2026 | Date | Move | Stage | Source | |---|---|---|---| | 2026-03-06 | **Manoj Bohra named chief data and AI officer** Joined from Google Cloud, where he was a managing director advising financial institutions on data modernisation and generative and agentic AI, after more than two decades at Bank of America; the bank's bio gives him the global strategy for enterprise data, AI and advanced analytics. | Announced | [State Street newsroom, Sep 24, 2026](https://www.statestreet.com/us/en/about/our-people/leadership/manoj-bohra) | ### Feb 2026 | Date | Move | Stage | Source | |---|---|---|---| | 2026-02-19 | **2025 10-K: AI, generative AI and agentic AI in the risk factors** AI and machine-learning models used in regulatory capital must comply with the model risk management framework; agentic AI named among technologies requiring 'substantial systems development and expense'. | Announced | [State Street (SEC filing), Feb 19, 2026](https://www.sec.gov/Archives/edgar/data/93751/000009375126000124/stt-20251231.htm) | ### Oct 2025 | Date | Move | Stage | Source | |---|---|---|---| | 2025-10-01 | **COO of investment services studies agentic AI at MIT** Ann Fogarty: 'I want to really understand the opportunities there.' | Announced | [American Banker, Oct 1, 2025](https://www.americanbanker.com/news/2025-the-most-powerful-women-in-finance-no-19-ann-fogarty-state-street) | --- Canonical page: https://www.bankingnewsai.com/banks/state-street/ai-agents Part of [BankingNewsAI](https://www.bankingnewsai.com/). Every row is a dated, sourced entry on a bank profile on this site; the stage is the one the bank describes. Index of Markdown pages: https://www.bankingnewsai.com/llms.txt.