
Become a modern financial services organization.
Positive customer relationships, friction-free digital interactions and big data analysis are today’s success markers in the financial services industry. We’ll help you get to the core of your challenges leveraging our deep expertise and proven methods.
Solidify your market position by:
- Improving the customer and employee experience with intelligent applications
- Enhancing decision-making based on accessible and high-value data insights
- Optimizing operations with automation from the back office to the ATM
Redefining the role of technology
52%
of IT decision makers report that improving operations and business procedures are the primary objective of digital innovation.
47%
of IT professionals rank enhancing customer experience and relationships as their second objective for digital change.
— 2019 Insight Intelligent Technology Index
From engaging new customers with chatbots to empowering traders and portfolio managers with adaptive algorithms, we bring broad financial services expertise to help you achieve your goals. We have experience in these sectors:

Banking

Brokerage

Capital markets

Insurance
Featured client stories for financial services
Build powerful tools.
Improve employee efficiency with high-performing tools and promote seamless customer experiences in every interaction. We’ll show you how.

Conversational agents
Chatbots provide efficient customer service anywhere, anytime — all while increasing accuracy and reducing staff requirements.

Personalized applications
Powerful consumer and business applications will streamline processes, unlock key insights and improve user engagement.

Application modernization
Dated systems can’t support the future of finance. Overhauling your enterprise applications preps you to adopt emerging tech.
Seeing new opportunities with AI
Artificial Intelligence (AI) and Machine Learning (ML) will give you the ability to quickly interpret large data sets and automate repetitive tasks — revealing growth opportunities and reducing human error.
Leverage AI and ML to:
- Personalize customer offers and engagements
- Enhance your risk analysis with predictive modeling
- Automate operations, customer service and compliance

Getting more out of your data
Visual and easy-to-use dashboards minimize the barriers between your data and taking action. We’ll help you visualize your next business decision with custom reports, charts and graphs.
A cloud-based, mobile-friendly analytics platform gives your entire organization access to insights 24/7 so they can move with confidence, speed and efficiency.

Build smart retail banks.
The internet of things can transform your retail banking operations by improving how you track trends, staff locations and serve customers. Ensure rapid insights with Insight Connected Platform for Financial Services.
Our scalable, flexible and secure platform collects and analyzes data from various sensors, so you can improve the way you manage today and transform for the future.
Unmatched protection
Stricter security, tighter compliance requirements and wary consumers demand ironclad protection. That’s why we consider security throughout our process. And you stay in complete control of who owns and accesses data.

Supporting your latest innovations
Is your organization prepared for the transformative change new technology and procedures bring? We’ll educate and support your organization on new processes and approaches your latest adoptions require.
Achieve a smooth transition with continued support from our:
Modernize your financial services business.
We’ll work with you to build rich digital experiences for your customers and employees — improving engagements and streamlining operations.