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Financial Services Built to Scale Safely

Scaling financial services requires systems that protect compliance, security and trust

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The realities of financial services

Financial services organizations operate under constant pressure to modernize legacy systems, meet regulatory requirements and deliver better customer experiences while managing risk at scale.

Legacy systems limit progress

Legacy systems limit progress

Embedded business logic and aging infrastructure slow innovation, increase costs and make modernization complex across sectors.

AI pilots fail to scale

AI pilots fail to scale

Many institutions experiment with AI but struggle to move beyond pilots due to fragmented data, governance concerns and lack of enterprise-wide orchestration.

Risk and compliance are non-negotiable

Risk and compliance are required

Any change must meet strict regulatory, security and audit standards, making speed and innovation difficult without the right controls in place.

AI platforms built for financial services

<p>Publicis Sapient’s AI platforms connect systems, data and workflows so AI operates with real financial services context. This shared foundation supports modernization, intelligent automation and trusted decision-making across regulated environments.</p>

How financial services organizations apply AI across the business

Bodhi agents for financial services

GuidelineIQ

<p>Interprets investment mandates and compliance rules</p>

Colleague AI Companion

<p>Provides market data, research and internal insights</p>

GuideMate

<p>Delivers recommendations and proactive support across products</p>

Mortgage Backoffice Orchestrator

<p>Coordinates underwriting and case handling</p>

Scam Checker

<p>Checks transactions to detect and stop scams</p>

ClaimAssist

<p>Automates intake, validation and resolution</p>

Customer Onboarding Agent

<p>Automates onboarding and KYC workflows</p>

Lending Operations Orchestrator Agent

<p>Automates back office lending operations</p>

FinSight

<p>Analyzes customer and market data to generate insights</p>

Bodhi agents for financial services

Here’s a glimpse of our featured Bodhi agents. Let’s connect to find the perfect solution for you.

Customer stories

Customer Story

Pension Investment Management Firm Speeds up Investment Research

<p>A leading pension investment management firm used an AI-powered companion to streamline software development and investment research, making complex information easier to access and act on.</p>

Pension investment management firm speeds up investment research
Customer Story

One of Europe’s Largest Banks Moves From Pilots to Production

<p>One of Europe’s largest banks adopted Bodhi as an enterprise AI and agentic platform to standardize AI development and scale solutions across the organization.</p>

One of Europe’s largest banks moves from pilots to production

What our customers say

"

What used to take days of manual analysis is now done in minutes—with greater accuracy and deeper insights. It’s not just automation; it’s intelligent decision support that empowers our analysts to focus on strategy rather than spreadsheets.

"

— Chief Risk Officer

Leading Pension Investment Management Firm 

Explore our resources

Fresh features and thinking on how teams can build, run and scale with AI.
  • Research AI is the Only Way Out of Tech Debt 2025-06-06
  • Research The AI-Powered Investment Firm 2025-12-12

Meet our industry leaders

Dan Pitchenik

Financial Services Lead, North America

View Dan Pitchenik's LinkedIn Profile

David Murphy

Financial Services Lead, EMEA & APAC

View David Murphy's LinkedIn Profile

Pinak Kiran Vedalankar

Group Vice President, Technology

View Pinak Kiran Vedalankar's LinkedIn Profile

Learn how our platforms actually work in an enterprise

  • Experience how Bodhi, Slingshot or Sustain run against real workflows
  • Focus the demo on the problem you’re trying to solve
  • Identify the fastest paths to impact for your use case
75%

faster modernization
50%

cost savings

Trusted by leading organizations in every industry.

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