Accelerating Digital Transformation in Financial Services with Salesforce Data Cloud and GenAI

Financial services organizations—banks, insurers, and asset managers—face a unique convergence of challenges. Regulatory scrutiny is intensifying, customer expectations are rising, and legacy systems are straining under the weight of digital demands. In this environment, the ability to modernize operations, personalize customer journeys, and ensure compliance is not just a competitive advantage—it’s a necessity.

Publicis Sapient stands at the forefront of this transformation, leveraging the combined power of Salesforce Data Cloud, Agentforce, and Generative AI (GenAI) to help financial institutions reimagine their business models, unlock new sources of value, and deliver measurable outcomes in customer experience and operational efficiency.

Why Salesforce Data Cloud and GenAI Matter for Financial Services

The financial sector’s digital transformation journey is defined by three imperatives:

Data Unification and Real-Time Insights: Siloed data is a persistent barrier to innovation and compliance. Salesforce Data Cloud enables financial institutions to unify customer, transactional, and operational data across channels and systems, providing a 360-degree view that is foundational for both regulatory reporting and personalized engagement.
AI-Driven Personalization and Automation: GenAI and Agentforce bring intelligence and automation to the heart of banking and insurance operations. From conversational experiences and intelligent case management to real-time risk assessment and compliance monitoring, these technologies empower organizations to deliver hyper-personalized, compliant, and efficient services at scale.
Regulatory Compliance and Operational Resilience: With ever-evolving regulations, financial institutions must ensure that digital transformation initiatives are secure, auditable, and adaptable. Salesforce’s industry-specific clouds, combined with Publicis Sapient’s deep domain expertise, provide compliance-ready solutions that accelerate time-to-value while reducing risk.

Publicis Sapient’s Approach: Strategy, Engineering, and Measurable Outcomes

Publicis Sapient’s SPEED philosophy—Strategy, Product, Experience, Engineering, and Data & AI—guides every engagement. For financial services clients, this means:

Strategic Advisory: We help banks and insurers define their transformation ambition, align technology and business objectives, and develop actionable roadmaps that balance innovation with regulatory requirements.
Cloud Migration and Data Modernization: Our teams lead complex migrations to Salesforce Data Cloud, modernizing legacy data estates and enabling real-time analytics, AI, and compliance reporting. We ensure that data is not just migrated, but transformed into a strategic asset.
AI-Enabled Operations: Leveraging Agentforce and GenAI, we automate routine processes, enhance decision-making, and deliver intelligent customer and employee experiences. Our early adoption and deployment of AI agents in regulated environments demonstrate our ability to deliver both innovation and compliance.
Personalized Customer Journeys: By integrating Salesforce’s Financial Services Cloud and Data Cloud, we enable seamless, omnichannel experiences—from onboarding and servicing to claims and lending—tailored to each customer’s needs and preferences.
Continuous Innovation and Co-Creation: We partner with clients to co-develop new solutions, leveraging our global innovation labs and ecosystem of technology partners. This collaborative approach ensures that transformation is sustainable, scalable, and future-proof.

Real-World Impact: Delivering Measurable Value

Publicis Sapient’s expertise is trusted by leading financial institutions worldwide. For example:

Deutsche Bank: We partnered with Deutsche Bank to build its generative AI and machine learning platform, leveraging investments in data and cloud to create a foundation for scalable AI-driven transformation. The result: accelerated time-to-market for new solutions, enhanced compliance, and significant cost savings.
SME Banking in MENA: We helped a regional bank onboard 45,000 SMEs in under a year, reducing onboarding time to less than 45 minutes by reimagining the customer journey and automating key processes with Salesforce and AI.
Global Insurers and Asset Managers: Our teams have delivered unified data platforms and AI-powered customer engagement solutions that improve operational efficiency, reduce compliance risk, and drive new revenue streams.

Industry Recognition and Differentiation

Publicis Sapient is recognized as a market leader in Salesforce services and industry cloud transformation by leading analysts. Our strengths include:

Early Adoption and Innovation: As an early adopter of Salesforce Data Cloud and a pioneer in Agentforce deployments, we have developed dozens of cross-industry AI use cases, including in highly regulated financial environments.
Deep Domain Expertise: Our teams combine financial services knowledge with technical excellence, ensuring that solutions are both innovative and compliant.
Outcome-Driven Partnerships: We move beyond traditional service models, embracing outcome-based and co-innovation partnerships that align our success with our clients’ business goals.
Global Scale, Local Relevance: With delivery centers and innovation labs worldwide, we bring global best practices and local regulatory expertise to every engagement.

The Path Forward: Building the Future of Financial Services

The next wave of digital transformation in financial services will be defined by the ability to harness data, AI, and cloud to deliver secure, personalized, and compliant experiences at scale. Publicis Sapient, in partnership with Salesforce, is uniquely positioned to help banks and insurers: