In the digital era, financial services organizations—banks, wealth managers, and insurers—face a dual imperative: deliver hyper-personalized, seamless customer experiences while navigating a complex landscape of regulation, data privacy, and operational risk. Artificial intelligence (AI) is the catalyst enabling this transformation, and Publicis Sapient stands at the forefront, helping financial institutions unlock the full potential of AI to drive measurable business value.
Financial services is a data-rich, highly regulated industry where customer expectations are rapidly evolving. Clients demand tailored advice, instant access to information, and frictionless digital interactions. At the same time, institutions must ensure compliance, manage risk, and operate efficiently. AI bridges these needs, empowering organizations to:
Our approach is rooted in the SPEED model—Strategy, Product, Experience, Engineering, and Data & AI—ensuring every initiative is both visionary and practical. We believe technology should enhance, not replace, the human element. Our AI solutions are designed to keep people in the loop, foster emotional connections, and deliver outcomes that matter for both customers and employees.
AI’s true potential is realized only when built on a modern, cloud-native data architecture. Publicis Sapient helps financial institutions move from legacy, siloed systems to agile, secure, and scalable data platforms. This transformation accelerates time to insight, reduces operational costs, and enables the deployment of advanced AI solutions—while ensuring compliance with industry regulations and data privacy standards.
A leading wealth management firm partnered with Publicis Sapient to build a contextual search experience within its advisor platform. By ingesting real-time financial data from multiple sources and applying AI-driven search and recommendation algorithms, advisors can now provide more accurate, personalized guidance to clients. After migrating the solution to the cloud, the platform supports over 20,000 advisors, reduces search response time by 80%, and is rated as the favorite feature by more than 90% of users. The result: faster, more relevant advice and increased advisor satisfaction.
Financial institutions face mounting regulatory requirements and the need to manage risk at scale. Publicis Sapient leverages AI and robotic process automation (RPA) to streamline compliance processes, automate repetitive, rule-based tasks, and ensure consistent adherence to regulations. This not only reduces manual effort and operational risk but also frees employees to focus on higher-value activities, driving both efficiency and employee satisfaction.
Generative AI is redefining the delivery of financial advice. By synthesizing vast datasets and generating tailored recommendations, generative AI enables banks and wealth managers to offer hyper-personalized, real-time guidance to clients. Publicis Sapient’s solutions integrate generative AI into advisor workflows, enhancing the quality of advice, improving customer engagement, and accelerating time to value. For example, generative AI-powered chatbots and digital assistants can provide clients with instant, context-aware responses, while ensuring compliance and data security.
Across financial services, our AI-driven transformations deliver tangible, quantifiable results:
AI in financial services must be deployed with a rigorous focus on ethics, governance, and compliance. Publicis Sapient helps clients establish robust governance frameworks, address bias and privacy concerns, and design safeguards to manage risk. Our solutions are built to be transparent, fair, and aligned with both regulatory requirements and organizational values, ensuring that technology enhances—not diminishes—trust and human outcomes.
Publicis Sapient is recognized as a leader in AI-driven experience transformation, with deep expertise in financial services, data modernization, and cloud-native solutions. Our proprietary platforms—such as Bodhi and Sapient Slingshot—accelerate AI adoption, while our partnerships with AWS, Google Cloud, Microsoft, and Salesforce ensure clients benefit from the latest advancements in technology and compliance.
Clients consistently praise our ability to combine creativity, design, and technology to drive business value. We are uniquely positioned to guide financial institutions from imagination to realization, helping them build and scale the next generation of digital products and services.
As financial services organizations embrace the era of AI, Publicis Sapient is the trusted partner to help them deliver hyper-personalized, compliant, and efficient experiences—empowering both customers and advisors. The future of financial services is AI-powered and human-centered, and Publicis Sapient is leading the way.
Ready to explore how AI-driven experience transformation can elevate your financial services organization? Connect with Publicis Sapient’s experts to start your journey.