Financial Services (BFSI)

Financial services organizations operate in one of the most demanding environments for technology and compliance — where legacy infrastructure, fragmented systems, and manual processes increase risk exposure just as much as any external threat. Meanwhile, client expectations have never been higher: people expect digital-first, personalized, and frictionless experiences from their banks, lenders, insurers, and wealth managers. Sumeru helps financial institutions accelerate AI adoption responsibly, streamline operations, and build secure, compliant platforms that deliver the digital experiences clients expect.

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

INDUSTRY USE CASES

How our services transform financial services

Digital Customer Experience

Cybersecurity

Agentic AI & Innovation

Empowering financial institutions with intelligent automation, agentic AI, and data-driven insights that accelerate decisions, reduce risk, and unlock new opportunities.

Data & Analytics

AI Product Engineering

Talent Services

AI Concierge for Conversion & Engagement

CORE CHALLENGE

Visitors were arriving curious but leaving without converting — struggling to find the right programs, dropping off on mobile, and abandoning a confusing checkout flow.

OUTCOMES

  • An AI Concierge guides visitors intuitively through personalized journeys, from discovery to registration 

  • Conversational, mobile-optimized design with intent-based recommendations and seamless checkout support 

  • 1.3x more conversions, 1.5x stronger mobile engagement, and 15% fewer checkout drop-offs 

Agentic AI & Innovation

Empowering financial institutions with intelligent automation, agentic AI, and data-driven insights that accelerate decisions, reduce risk, and unlock new opportunities.

AI Concierge for Conversion & Engagement

CORE CHALLENGE

Visitors were arriving curious but leaving without converting — struggling to find the right programs, dropping off on mobile, and abandoning a confusing checkout flow.

OUTCOMES

  • An AI Concierge guides visitors intuitively through personalized journeys, from discovery to registration 

  • Conversational, mobile-optimized design with intent-based recommendations and seamless checkout support 

  • 1.3x more conversions, 1.5x stronger mobile engagement, and 15% fewer checkout drop-offs 

OUR Services

Explore our Services

TECHNOLOGY expertise

Technologies We Work With

TECHNOLOGY expertise

Technologies We Work With

TECHNOLOGY expertise

Technologies We Work With

Case studies

Real Results From
Real Engagements

Cybersecurity

How Sumeru helped a BFSI company to strengthen their cybersecurity?

Healthcare & Life Sciences

Digital Customer Experience

Maximizing Access to Diabetes Care Management with Omnichannel Marketing

Healthcare & Life Sciences

AI & Innovation

Implementing AI Concierge to Improve Conversion & Engagement

Cybersecurity

How Sumeru helped a BFSI company to strengthen their cybersecurity?

Healthcare & Life Sciences

Digital Customer Experience

Maximizing Access to Diabetes Care Management with Omnichannel Marketing

Our Industry Leaders

Team Image

Sharad Nishith

VP of Business Operations, BFSI Lead