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.

72%
customers rating personalization as “highly important” in financial services
94%
banking organizations who aren’t delivering personalized experiences
$7.3B
operational cost savings by using chatbots (conversational ai)
Financial Services BlogFinancial Services Cases
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Intelligent Document Processing

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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

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Russel Gamon and Andy Myers, Tax Systems

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David Chmielewski and Daniel Perret, Quavo

Resources

Core Services

  • Cloud Migration
  • AI/ML, GEN AI, AGENTS
  • 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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News & Events

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Event

Handelsblatt Live: AI in Banking 2025

Frankfurt, DE

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News

SoftServe Wins Two Awards at Middle East Finance Banking Technolo...

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Webinar

New Approaches Pave Way for Safe Gen AI Deployment

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Media

Seizing the Billion-Dollar Opportunity of Generative AI in Financ...

Our Demos

Industry Partnership

Our collaboration brings together SoftServe’s expert insights and Google Cloud’s leading technology to deliver faster, stronger results. We create joint solutions in big data, cloud architecture, data security, artificial intelligence, machine learning, and cognitive computing. No matter where you are on your journey, we help you optimize operations and move at the speed of digital.

Featured specializations:

  • Cloud Migration
  • Data Analytics
  • Generative AI
  • Machine Learning

As an APN Consulting Partner, SoftServe’s team of big data engineers, architects, and data scientists supports projects from start to finish, covering ideation, design, assessment, optimization, and implementation. We have strong expertise in building and modernizing solutions with Hadoop, 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 certified Microsoft Solution Partner, SoftServe helps organizations use Microsoft technologies for AI, data analytics, cloud transformation, and AI-driven automation.

We start by assessing your business goals and then design solutions that improve efficiency and agility. We also support cloud adoption to simplify operations and create opportunities for growth and revenue.

 
Qualified Solution Areas Specializations
  • Data and AI
  • Digital & App Innovation
  • Infrastructure
  • Security
  • Infra & Database Migration to Microsoft Azure
  • Analytics on Azure
  • Kubernetes on Azure

As a Salesforce Crest partner, SoftServe helps enterprises get the most out of Salesforce by designing and implementing solutions that connect it with AI, big data, and cloud technologies. We support faster modernization, smoother processes, and more efficient operations.

Our team works across the full Salesforce ecosystem, including Sales Cloud, Service Cloud, Data Cloud, Einstein AI, and Agentforce to select and implement the tools that best fit your goals.

As an NVIDIA Elite Partner, SoftServe helps organizations plan, build, and run AI and digital transformation projects. We work with NVIDIA AI tools and platforms for Generative AI, agentic AI, and physical AI to deliver practical results.

Our team has experience in data and analytics, digital twins, visual intelligence, robotics, cloud, and edge computing. We combine this expertise with NVIDIA technologies to support the effective and responsible adoption of AI.

Areas of Expertise:

  • Generative AI
  • Agentic AI
  • Physical AI
  • Robotics Simulation
  • Digital Twins
  • Visual Intelligence
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