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Shared from Saga · AI signal
Operating modelRelevance · high2026-08-20
RSM US·6 min read

RSM survey: middle‑market professional services expect humans and AI to operate as integrated teams

Professional ServicesFinancial Services

RSM’s 2026 Middle Market AI Survey reports that 84% of professional services respondents agree that within two to three years, humans and AI systems will work together as integrated teams. Firms are focusing less on speculative use cases and more on practical applications such as agentic AI and workflow automation to improve client service and internal efficiency, but many lack structured approaches to role redesign and capability building.

Why it matters for leaders
This validates that your sector is converging on a ‘human‑plus‑AI’ delivery model rather than AI as a back‑office tool. As CEO, you need to define what an AI‑integrated engagement team looks like—roles, skills, supervision—and how you will retrain, redeploy, and hire so that capability keeps pace with client expectations and pricing pressure.
Opportunity signal

Opportunity to formalise AI‑integrated delivery models for key offerings, with specific role definitions, training paths, and margin targets, so you can scale mixed human‑AI teams faster than competitors still treating AI as optional tooling.

high
Risk signal

Risk of workforce disruption and client delivery issues if junior tasks are automated without a clear plan for how people, AI agents, and governance intersect on real projects.

medium
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