Industry Deep Dive: Adobe-Powered Personalization in Financial Services

In today’s rapidly evolving financial landscape, banks, insurers, and investment firms are under unprecedented pressure to deliver seamless, personalized experiences while navigating a maze of regulatory requirements and legacy technology. Customers expect the same level of digital convenience and relevance they receive from leading consumer brands, but with the added assurance of security and compliance. Publicis Sapient, in partnership with Adobe, is uniquely positioned to help financial institutions overcome these challenges and unlock the full potential of digital transformation.

The Financial Services Imperative: Personalization, Compliance, and Omnichannel Engagement

Financial services organizations face a distinct convergence of challenges:

Rising customer expectations for real-time, personalized engagement across digital and physical channels
Stringent regulatory and security demands that require robust data management and privacy controls
Legacy technology estates that complicate integration and slow innovation

Delivering on these imperatives requires a holistic approach—one that unifies data, orchestrates omnichannel journeys, and embeds compliance at every step. Adobe Experience Cloud, expertly implemented by Publicis Sapient, provides the foundation for this transformation.

Publicis Sapient’s Approach: Industry Expertise Meets Adobe Innovation

With over a decade of partnership, Publicis Sapient and Adobe have delivered measurable outcomes for leading financial institutions worldwide. What sets Publicis Sapient apart is its end-to-end approach, combining strategy, experience design, engineering, and data to drive transformation that is both creative and compliant.

Key Differentiators for Financial Services

Integration with Complex IT Estates: Financial institutions often operate with legacy systems and stringent security protocols. Publicis Sapient excels at integrating Adobe Experience Cloud into these environments, ensuring seamless data flow and operational resilience.
Regulatory and Security Focus: With deep knowledge of financial regulations, Publicis Sapient designs solutions that prioritize data privacy, consent management, and auditability—critical for compliance in banking and insurance.
Personalization at Scale: Leveraging Adobe’s Real-time Customer Data Platform and Epsilon’s CORE ID, Publicis Sapient enables 1:1 personalization while maintaining strict privacy standards. This empowers financial brands to deliver relevant offers, content, and support at every stage of the customer journey.
Omnichannel Orchestration: By unifying data and content across web, mobile, branch, and contact center, Publicis Sapient helps financial institutions create consistent, high-value experiences that drive customer satisfaction and retention.

Real-World Impact: Transforming Leading Financial Institutions

Publicis Sapient’s work with top-tier financial clients demonstrates the tangible value of Adobe Experience Cloud transformation:

Goldman Sachs: By integrating Adobe solutions with complex legacy systems, Publicis Sapient enabled Goldman Sachs to deliver innovative, compliant digital experiences that meet the expectations of modern banking customers.
Lloyds Banking Group: Through a focus on data-driven personalization and omnichannel engagement, Publicis Sapient helped Lloyds Banking Group enhance customer journeys, improve operational agility, and maintain regulatory compliance.
Global Asset Management Firm: Publicis Sapient helped a leading asset manager roll out new websites nearly nine times faster by standardizing on Adobe Experience Manager, creating reusable components, and establishing a playbook for rapid, consistent digital launches—improving brand presence and reducing costs.
Investment Firm: For a major investment firm, Publicis Sapient implemented Adobe Experience Manager as a Cloud Service and Adobe Analytics, laying the foundation for future personalized messaging and enabling a unified, secure, and scalable digital platform.
Top Global Asset Manager: Implemented Adobe Workfront to automate compliance, creative services, and marketing operations workflows, resulting in significant cost savings, increased content velocity, and improved governance.
Leading Global Investment Management Firm: Centralized project management and content approval workflows with Adobe Workfront and Workfront Fusion, reducing redundancies and increasing efficiency across teams and geographies.

Accelerating Value with SPEED Capabilities

At the heart of Publicis Sapient’s approach is its SPEED model—Strategy, Product, Experience, Engineering, and Data & AI. This integrated framework ensures that every Adobe Experience Cloud implementation is:

Strategically aligned with business goals and regulatory requirements
Product- and experience-led to maximize customer value
Engineered for security, scalability, and compliance
Driven by data and AI to enable continuous optimization and innovation

Privacy-First Data Management and 1:1 Personalization at Scale

Modern financial services demand a privacy-first approach to data. Adobe Experience Platform, with its robust governance and consent management capabilities, enables financial institutions to unify known and unknown data into real-time customer profiles—while maintaining compliance with regulations such as FINRA and GDPR. Publicis Sapient’s expertise in data strategy, identity resolution, and AI-driven segmentation ensures that every interaction is both relevant and secure.

By integrating Epsilon’s CORE ID with Adobe Experience Platform, financial brands can enrich customer profiles, recognize in-market intent, and orchestrate real-time, cross-channel experiences—all while maintaining privacy compliance in a cookieless world.

AI-Enabled Content Supply Chain: Efficiency Meets Compliance

As personalization efforts scale, so does the demand for efficient, compliant content creation. Publicis Sapient and Adobe address this with AI-enabled content supply chains, streamlining workflows, automating approvals, and maximizing asset reuse. Solutions like Adobe Workfront automate compliance processes, ensure auditability, and reduce manual overhead—delivering faster time-to-market, reduced costs, and unified branding without compromising on quality or regulatory standards.

Case in Point: Asset Management Transformation

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.

Why Financial Services Leaders Choose Publicis Sapient

Industry analysts and clients consistently recognize Publicis Sapient for its:

Innovation and creativity in solving complex business challenges
Quality of people and partnership mindset
Ability to deliver measurable business value and transformation at scale

With over 1,800 Adobe-certified professionals and a proven track record in financial services, Publicis Sapient is the trusted partner for organizations seeking to modernize customer experience, ensure compliance, and unlock new growth opportunities.

Ready to Transform?

The future of financial services is digital, data-driven, and customer-centric. With Publicis Sapient and Adobe Experience Cloud, financial institutions can confidently navigate regulatory complexity, deliver exceptional experiences, and achieve sustainable competitive advantage.

Start your transformation journey with a partner who understands the unique demands of your industry—and has the proven tools, talent, and vision to help you succeed.

For more information, visit publicissapient.com/partnerships/adobe.