Financial services organizations—banks, insurers, and investment firms—are at a pivotal moment. The sector faces mounting pressure from rapidly evolving customer expectations, intensifying regulatory demands, and the imperative to deliver hyper-personalized, omnichannel experiences. In this landscape, the ability to unify data, orchestrate compliant customer journeys, and embed robust governance is not just a competitive advantage—it’s a necessity.
Adobe Experience Platform (AEP), implemented by Publicis Sapient, is uniquely positioned to address these sector-specific challenges. By combining industry-leading technology with deep financial services expertise, Publicis Sapient empowers institutions to modernize engagement, drive operational efficiency, and ensure regulatory compliance—all while delivering the personalized experiences today’s customers demand.
Financial institutions often operate with complex, fragmented IT estates and legacy systems. This fragmentation leads to siloed customer data, making it difficult to gain a holistic view of each client. Adobe Experience Platform unifies data from multiple sources—transactional, behavioral, operational, and third-party—into a single, real-time customer profile. This 360-degree view enables:
Regulatory compliance is non-negotiable in financial services. AEP is designed with governance and auditability at its 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. Publicis Sapient’s expertise ensures that solutions are tailored to the unique compliance requirements of each institution, embedding privacy and consent management into every customer journey.
Today’s customers expect seamless, personalized experiences—whether opening an account online, seeking investment advice, or managing insurance claims. AEP enables 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 while maintaining strict compliance.
Moving beyond generic interactions, AEP empowers financial brands to deliver one-to-one engagement across channels. Leveraging real-time data and advanced segmentation, institutions can provide relevant offers, content, and support at every stage of the customer lifecycle. This level of personalization builds trust, deepens relationships, and increases customer lifetime value.
A major bank partnered with Publicis Sapient to overhaul its digital marketing and customer engagement. By leveraging Adobe Experience Cloud, the bank unified customer data, personalized content, and increased engagement across channels. The result: improved targeting, higher conversion rates, and enhanced customer satisfaction—all while maintaining compliance with industry regulations.
Another financial leader deployed Adobe Experience Cloud to drive better insights and more relevant offers. The transformation delivered a unified customer profile, enabling real-time personalization and fostering higher customer loyalty. Experiences are now both compliant and deeply resonant with customer needs.
A top global asset manager needed to optimize compliance processes and enhance operational capabilities. Publicis Sapient implemented a 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: dramatic increases in efficiency, reduced redundancies, and enhanced visibility for senior stakeholders.
Financial services organizations face a future defined by digital innovation, customer-centricity, and regulatory rigor. With Publicis Sapient and Adobe Experience Platform, 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.