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Financial Services Built to Scale Safely

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

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

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.

How financial services organizations apply AI across the business

Modernize core banking platforms

Decouple business processes from monolithic cores to enable faster delivery, improved reliability and cleaner architecture.

Unify data for personalized banking

Unify customer data for personalized engagement, proactive risk alerts and more confident decision-making across products.

Interpret investment guidelines at speed

Standardize how investment mandates are interpreted to flag risks, reduce errors and ensure compliance across portfolios.

Streamline lending operations

Automate post-approval lending workflows to reduce time to cash, improve accuracy and handle exceptions efficiently.

Enable real-time payments

Move from batch to real-time processing to support instant settlement, better liquidity management and regulatory compliance.

Automate back-office operations

Apply AI to reconciliations, fraud checks and claims to lower costs, reduce errors and speed cycle times.

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>

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>

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 June 06, 2025
  • Research The AI-Powered Investment Firm December 12, 2025

Meet our industry leaders

Dan Pitchenik

Financial Services Lead, North America

David Murphy

Financial Services Lead, EMEA & APAC

Pinak Kiran Vedalankar

Group Vice President, Technology