The financial services industry—encompassing banks, insurers, and fintechs—faces a unique set of transformation challenges. Regulatory scrutiny, legacy system complexity, and the imperative for robust risk management are constants. At the same time, customer expectations for seamless, secure, and personalized digital experiences have never been higher. In this environment, the ability to measure, manage, and sustain transformation is not just a competitive advantage—it’s a necessity. Publicis Sapient’s KnowHow measurement framework is purpose-built to address these sector-specific needs, enabling financial institutions to track the metrics that matter most and drive continuous value creation.
Transformation in financial services is rarely straightforward. Regulatory requirements demand rigorous compliance and auditability. Legacy systems can slow down innovation and complicate integration. Meanwhile, the stakes for customer trust and operational resilience are exceptionally high. Traditional project management approaches—focused on time, scope, and cost—fall short in this context. What’s needed is a shift to a product mindset, where speed, quality, and value are the guiding metrics, and where continuous measurement is embedded into the fabric of the organization.
KnowHow provides an intuitive, visual dashboard that consolidates key performance indicators (KPIs) from across the enterprise. Unlike generic tools, KnowHow’s flexible architecture allows it to be tailored to the specific regulatory, operational, and customer experience challenges of financial services. This enables banks, insurers, and fintechs to:
Financial institutions operate in a landscape where the cost of failure—whether a compliance breach, a security lapse, or a poor customer experience—can be catastrophic. KnowHow enables organizations to define and track KPIs that reflect these realities, such as:
By capturing these metrics in a single dashboard, financial services leaders gain real-time visibility into program health, can identify achievement gaps, and align teams on strategies for improvement.
One of the most persistent challenges in financial services is the existence of operational silos—between business units, regions, and functions. These silos can slow down innovation, create inefficiencies, and hinder the ability to respond to regulatory changes or emerging risks. KnowHow addresses this by providing a scalable, organization-wide dashboard that brings together metrics from multiple teams, products, and programs.
By standardizing KPIs and making them visible across the organization, KnowHow fosters a culture of transparency and collaboration. Teams can benchmark their performance, share best practices, and collectively work towards common business goals—whether that’s improving compliance, accelerating digital onboarding, or enhancing customer trust.
The journey doesn’t end at go-live. In fact, studies show that the greatest erosion of value in digital transformation occurs after the initial rollout, during the maintenance and operations phase. This is especially true in financial services, where regulatory requirements and customer expectations are constantly evolving.
KnowHow combats value erosion by enabling continuous KPI tracking. This allows organizations to:
When integrated with robust application and infrastructure management, KnowHow ensures that the same teams who built digital solutions remain involved in their ongoing support and optimization. This prevents knowledge loss, accelerates issue resolution, and ensures that digital momentum is not only maintained but accelerated.
The power of KnowHow is best illustrated through its impact on large, complex organizations. For example, by adopting an agile, digital-first approach and leveraging standardized KPIs, organizations have achieved:
These outcomes are made possible by breaking down silos, aligning global teams, and embedding a culture of continuous measurement and improvement—core tenets of the KnowHow framework.
In a sector defined by complexity, regulation, and rapid change, the ability to measure, manage, and accelerate transformation is essential. KnowHow provides financial institutions with the tools and insights needed to break down silos, align global teams, and drive digital-first strategies. By focusing on sector-specific KPIs and enabling real-time, data-driven decision-making, KnowHow empowers financial services leaders to deliver sustained business value, manage risk, and create a culture of continuous improvement.
For banks, insurers, and fintechs ready to embrace the future, KnowHow is more than a measurement framework—it’s a catalyst for transformation, resilience, and growth.