Financial Services

Accelerate enterprise modernization, operational efficiency, and decision-making across banking, insurance, fintech, and payments with Agentic AI

~40%

reduction in operational costs via modernization efforts

~80%

less manual review effort in KYC, AML, and compliance tasks

2×

faster risk profiling with orchestrated AI agents

Client Voice

Overcoming Compliance Complexity With a Google Cloud-Native Audit Module

Regnology teamed up with SoftServe to tackle compliance challenges with a Google Cloud-native Audit Module. This innovative solution streamlines audits with automation, security, and scalability, enabling proactive supervision.

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Overcoming Compliance Complexity With a Google Cloud-Native Audit Module

Many claim AI/ML expertise, but when it powers your solutions, you need more than a service provider — you need a recognized partner. That’s why Quavo chose SoftServe: to deliver trusted AI tools that turn crisis moments into customer confidence.

David Chmielewski and Daniel Perret

Powerlytics Accelerates Lead Generation With TrueWealth

Powerlytics joined forces with SoftServe to develop TrueWealth, an innovative platform transforming lead generation for financial institutions. It harnesses rich financial data to enhance targeting, boost efficiency, and lower acquisition costs.

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Powerlytics Accelerates Lead Generation With TrueWealth

See how SoftServe helped Tax Systems shift from desktop apps to advanced cloud solutions. Our partnership redefined efficiency and innovation in tax software, making complex tax compliance easier and more accessible.

Russel Gamon and Andy Myers

Real-World Applications

Explore insights shaping finance and AI: from compliance solutions to AI success drivers, cloud challenges, and transformative technologies.

news

The Day a Drone Took Banking Offline — and What It Means

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news

AI Layoffs, Doom Loops, & Other Tall Tales: What Leaders Should Care About

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blog

What Drives AI Success in the Financial Industry?

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blog

COBOL Modernization With LLMs: A Path to Transforming Financial Technology

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report

Generative AI in Finance — AI is Ready for You, Are You Ready for AI?

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report

Why Your Data Platform Now Defines AI Success

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report

Is Your Cloud Holding AI Back?

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Our Expertise

Core and Legacy Modernization

Modernize core banking, insurance, or capital markets platforms with SAMP migration, cloud migration, and COBOL-to-LLM translation. This approach reduces IT costs by 30–40% and clears 13–15 years of legacy debt.

Agentic AI for End-to-End Process Automation

Design and deploy multi-agent systems to automate FSI workflows like onboarding, KYC/AML, lending, and compliance. This reduces manual effort by 70–80% and shrinks detection-to-action from weeks to hours.

Conversational AI, Personalization, and Document Processing

Leverage conversational AI for client engagement and hyper-personalized experiences powered by real-time data. This scales document processing for onboarding, claims, and compliance, transforming client service.

Client Onboarding, KYC, KYB & AML Operations

AI-powered B2B and B2C onboarding streamlines banking, insurance, and payments with eKYC, chatbots, and automated due diligence. Achieve 50–70% faster onboarding, higher conversions, and reduced compliance risk.

Intelligent Underwriting, Lending & Risk Decisioning

AI/ML powers risk scoring, document ingestion, and decision orchestration integrated with core systems. Automate underwriting, enable early-warning fraud analytics, and cut credit and risk decisioning costs by 20–40%.

Fraud, Behavioral Analytics, and Dispute Resolution

Detect anomalies in real time with behavioral analytics and ML-based fraud detection across channels. AI-powered dispute resolution reduces fraud loss, cuts false positives, and ensures regulator-ready compliance.

Regulatory Reporting, Compliance, and Back-Office Automation

Automate regulatory reporting, compliance, claims processing, and back-office operations with IDP and workflow automation. This boosts productivity by 50%, speeds financial close, and streamlines ESG data management.

Enterprise Finance Optimization and Enterprise Cybersecurity

Elevate finance functions with AI-driven planning, forecasting, and early-warning systems for CFOs. Paired with enterprise-grade cybersecurity, this builds a secure foundation for successful digital transformation.

Our Offers

Hybrid Multi-Cloud API

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Hybrid Multi-Cloud API

Simplify app modernization with SoftServe's Hybrid Multi-Cloud API. Ensure secure, scalable infrastructure, faster development, and unified operations across environments.

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Regulatory Readiness Check-Up

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Regulatory Readiness Check-Up

Prepare for regulatory changes with SoftServe's Regulatory Readiness solutions. Mitigate risks, ensure compliance, and optimize operations for financial services with cutting-edge technologies.

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SoftServe Gen AI GAIDEX Accelerator

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SoftServe Gen AI GAIDEX Accelerator

Accelerate digital transformation with SoftServe's GAIDEX Accelerator. Enable rapid development of personalized digital assistants, enhancing customer experience and optimizing outcomes.

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Investment Products Recommendation Engine

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Investment Products Recommendation Engine

Empower retail investors with SoftServe's Investment Products Recommendation Engine. This AI-driven solution delivers personalized investment recommendations, bridging the gap to complex capital markets.

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