Financial services

The future of finance is here. Are you prepared?

The Digitalization Of Financial Services Is Happening Now

To remain competitive, financial service companies need to deliver the best user experience (UX) possible, comply with Environmental, Social, and Governance (ESG) regulation changes, and incorporate AI, ML, and other technologies to streamline and improve operations.

customers rating personalization as “highly important” in financial services
banking organizations who aren’t delivering personalized experiences
operational cost savings by using chatbots (conversational ai)

Intelligent Document Processing

Automate tasks, free up resources, and improve your bottom line
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Our Solutions Include

  • 01Omnichannel User Experience

    Financial services institutions struggle to translate customer data into increasing awareness of the institution’s customized offerings. This frequently leads to a high customer attrition rate and low retention.

    SoftServe drives higher customer retention, cross-sell revenues, and customer satisfaction by improving customer experiences. We provide a seamless, intuitive, and personalized omnichannel experience through advisory services and user experience platforms, enabled by cloud, data, AI/ML. Our approach transforms the financial services customer experience, from strategy and prototype through roadmap and implementation.

  • 02Conversational AI (CAI)
  • 03Smart Financial Planner
  • 04Environmental, Social, And Governance (ESG)

Client Testimonials


Russel Gamon and Andy Myers, Tax Systems


  • Cloud Migration
  • AI/ML
  • Data
Whether moving to the cloud, switching cloud providers, running a multi-cloud environment, or planning to go native, SoftServe designs and executes a clear migration roadmap and transformation strategy for financial services companies.
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Our Demos

Industry Partnership

SoftServe and Google Cloud empower businesses to tailor customer experiences with state-of-the-art solutions using big data management, cloud architecture, GCP services, data security, artificial intelligence, machine learning, and cognitive computing. We optimize your business no matter where you are in your journey. Move at the speed of digital with cloud.

Featured specializations:

  • Infrastructure
  • IoT
  • Machine Learning
  • Security
  • Data Analytics

As an APN Consulting Partner, SoftServe’s specialized team of Big Data engineers, architects, and data scientists provide services across the entire spectrum of projects including ideation, design, assessment, optimization, and implementation.

The SoftServe Big Data Team has extensive expertise in design, implementation, and modernization of Big Data & Analytics solutions including Hadoop-based systems, NoSQL, MPP Data Warehousing, BI Visualization, and Advanced Analytics.

Featured competencies:

  • AWS Migration Competency Partner
  • AWS DevOps Competency Partner
  • AWS Data & Analytics Competency Partner
  • AWS Retail Competency Partner
  • AWS Financial Services Competency Partner
  • AWS Healthcare Competency Partner
  • AWS SaaS Competency Partner
  • Amazon EC2 for Microsoft Windows Service Delivery Partner
  • Amazon EMR Service Delivery Partner
  • AWS Lambda Service Delivery Partner
  • Amazon Redshift Service Delivery Partner
  • AWS Machine Learning Competency

As a Microsoft certified solution provider, we specialize in providing cutting-edge Microsoft technology-based customer solutions. SoftServe begins by assessing business goals, identifying a solution that meets business needs and helps transform your business to be more agile and efficient. We can help you take full advantage of the cloud, opening a wide array of new opportunities to grow business and revenue.

Featured Solution Areas and Specializations:

Solution Areas Specializations
  • Data and AI
  • Digital & App Innovation
  • Infrastructure
  • Analytics on Microsoft Azure
  • Kubernetes on Microsoft Azure
As a Salesforce partner, SoftServe is focused on some of the most complex platforms such as SF CPQ, Field Service Lightning, Mulesoft and Einstein Analytics. These platforms are targeted based on our ability to deliver world-class solutions to our customers. We continue to exceed all stakeholder expectations for enterprise implementations, through our ability to understand our clients requirements and business challenges. SoftServe’s longstanding success positions us well to build a significant Salesforce practice that will align with your digital strategy and goals.

As one of only 5 members of NVIDIA’s Service Delivery Partner - Professional Services (SDP-PS) program, SoftServe is recognized for our extensive AI experience and expertise.

Using tools like NVIDIA Omniverse Enterprise, Compute DGX, and digital twins, we build and integrate AI & ML applications and solutions to solve complex business challenges

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