The financial services sector—encompassing banks, insurers, and investment firms—faces a unique convergence of challenges. Stringent regulatory requirements, legacy technology estates, and ever-rising customer expectations are reshaping the industry at an unprecedented pace. Today’s customers demand seamless, personalized experiences on par with the best consumer brands, but with the added assurance of security and compliance. For financial institutions, the imperative is clear: transform not just technology, but the entire approach to customer engagement. This is where the partnership between Publicis Sapient and Adobe delivers transformative, industry-specific value.
Publicis Sapient brings over three decades of digital transformation expertise, combining a startup mindset with agile methods to unlock value for clients. As a globally recognized, award-winning digital business transformation partner, Publicis Sapient has been named Adobe’s Partner of the Year seven times—more than any other firm. This deep, collaborative relationship ensures that financial institutions benefit from the most advanced digital experience technologies, implemented by teams with unmatched industry and platform expertise.
A major bank sought to overhaul its digital marketing and customer engagement strategies. By leveraging Adobe Experience Cloud, Publicis Sapient enabled the bank to unify customer data, personalize content, and increase engagement across channels. The result? Improved targeting, higher conversion rates, and enhanced customer satisfaction—all while maintaining compliance with industry regulations.
Another financial leader partnered with Publicis Sapient to deploy Adobe Experience Cloud, aiming to drive better insights and more relevant offers. The transformation delivered a unified customer profile, enabling real-time personalization and fostering higher customer loyalty. The institution now delivers experiences that are not only compliant but also deeply resonant with customer needs and expectations.
A top global asset manager recognized the need to optimize compliance processes and enhance operational capabilities. Publicis Sapient implemented a new MarTech architecture centered on Adobe Workfront, automating compliance, creative services, and marketing operations workflows. All digital assets requiring compliance approval are now routed and stored with associated metadata, ensuring auditability and reducing manual overhead. The transformation resulted in significant cost savings, increased content velocity, and improved governance.
A leading investment management firm faced inefficiencies due to fragmented project management and content review processes. Publicis Sapient consolidated these workflows within Adobe Workfront, enabling seamless collaboration, real-time reporting, and end-to-end process automation. The result was a dramatic increase in efficiency, reduced redundancies, and enhanced visibility for senior stakeholders.
Financial institutions often struggle with fragmented customer data spread across legacy systems. Publicis Sapient and Adobe address this by implementing modern Customer Data Platforms, such as Adobe Experience Platform, which unify known and unknown data into real-time customer profiles. This enables:
Today’s customers expect seamless, personalized experiences—whether they’re opening an account online, seeking investment advice, or managing insurance claims. Publicis Sapient and Adobe enable financial institutions to orchestrate journeys across web, mobile, email, and in-branch channels, powered by AI-driven insights and real-time data. This approach not only meets but anticipates customer needs, driving engagement and loyalty.
Compliance is non-negotiable in financial services. Publicis Sapient’s solutions are designed with governance and auditability at their core. Automated workflows, immutable storage, and robust metadata management ensure that every customer interaction and piece of content meets regulatory standards, from FINRA to GDPR and beyond.
As financial institutions scale their personalization efforts, the demand for efficient, compliant content creation grows. Publicis Sapient and Adobe address this with AI-enabled content supply chains, streamlining workflows, automating approvals, and maximizing asset reuse. The result is faster time-to-market, reduced costs, and unified branding—without compromising on compliance or quality.
Financial services organizations face a future defined by digital innovation, customer-centricity, and regulatory rigor. With Publicis Sapient and Adobe, you can move from now to next—modernizing your business, delighting your customers, and staying ahead of the curve.
Contact us to learn how our partnership can help you achieve your digital transformation goals in financial services.
Publicis Sapient: Your partner in digital business transformation for financial services.
For more information, visit publicissapient.com/partnerships/adobe.