Presidio helps financial institutions grow without compromises.
Financial institutions do not have an innovation problem. They have a trust, data, and control problem. As customer expectations increase, regulation intensifies, and cost-to-serve climbs, growth depends on modern foundations that make data reliable, AI auditable, and experiences faster, safer, and easier to scale.
Where clients get stuck.
- Constant regulatory change, with compliance eating into OpEx
- Fragmented systems raising the risk of human error
- Rising admin overhead and cost-to-serve
- AI ambitions held back by data trust and audit gaps
Financial Services Case Studies
Where we modernized the foundation for banks, lenders, insurers, and payments providers.
Navient migrated to AWS to refocus on expanding access to higher education while improving customer experience and efficiency. Contributed to $400M in cost savings, established a foundation for AI.
Benefits for Financial Services Firms
A trusted data foundation.
Presidio’s Data Trust Accelerator simplifies how data is validated, accessed, and consumed across systems and AI agents. It establishes a persistent client record and a trusted output layer, so every workflow, report, and agent runs on consistent, fit-for-use data with full lineage and immutable audit logs.
Compliance embedded by design.
We build continuous compliance and audit readiness into the architecture, with secure data governance and standardized controls.
AI in production, responsibly.
We put GenAI and agentic AI into production with the guardrails you require, building the foundation for true business results through scalable and responsible AI.
Migrate and modernize at scale.
We migrate strategic workloads to cloud and modernize legacy systems for speed and resilience, proven across national banks, lenders, and insurance firms.
Industry and technical expertise.
We combine deep business expertise in Banking, Capital Markets, Wealth Management, Insurance, Payments and FinTech with technical depth in the technology platforms relevant to you.
Local Experience, Global reach.
We build teams that blend local, onsite experts who know you and your business with a globally distributed delivery capability that can bring the right solutions, the right talent, and the right economic models for your critical programs.
Across Financial Services
From retail banking to payments to insurance, the: trust, compliance, speed. We tune the work to each.
Banking
Modernize core systems and put AI into production without loosening regulatory control.
Insurance
Break data silos for customer 360, financial analysis, and claims insight on a modern data platform.
Payments
Scale securely with standardized governance and continuous audit readiness built in.
Lending
Migrate and modernize servicing platforms to position for growth and new business models.
Wealth
Unify data across cloud tenets to ensure strict compliance. The foundation for AI that works for your clients.
FinTech
Develop the industry-specific, AI-enabled products that drive global financial systems.
Trending in Financial Services
The Harness Problem: Governing AI That Starts Over Every Time | Full Episode | Cut to Context
Every time an AI agent runs, it starts with a clean slate and no memory of what came before. Presidio CTO Rob Kim joins Q2 CTO Adam Blue to explore what that means for AI accountability, why changing models can disrupt proven processes, and how banks can unlock greater value from the AI tools already available today.
AI Strategy Before the Next Budget Cycle: 4 Questions Every Executive Team Should Answer
CEOs, CIOs, CFOs, and operations leaders need to agree on what their AI investment is supposed to accomplish. That means defining where AI can strengthen your competitive position, which opportunities deserve investment, and what governance you need to manage the risks. Only then can you judge the bill against the business value you expect it to deliver. The misdiagnosis The pattern is consistent enough now that I can almost hear it before the call starts. The client has deployed Copilot across the business. Engineering picked up Cursor on their own and likes it. A handful of use cases have shipped, […]
The Gold Standard for AWS: Two Presidio Solutions Architects Earn the Coveted AWS Golden Jacket.
The Gold Standard for AWS: Two Presidio Solutions Architects Earn the Coveted AWS Golden Jacket. In AWS circles there is one award the technical community covets above all others: the AWS Golden Jacket. AWS presents it to individuals who hold every active AWS certification at the same time, 12 in total, spanning the foundational, associate, professional and speciality levels of the AWS certification programme.We are delighted to announce that Will Chalmers and Paul Corley, both solutions architects in Presidio’s UK and Ireland team, have each been awarded the Golden Jacket by AWS. “I started building my AWS certifications because the […]
Financial Services FAQs
What banking, insurance, and payments leaders ask Presidio before committing to a modernization or AI program.
Presidio builds the trusted data foundation first, then puts GenAI and agentic AI into production with role-based access, masking, audit logs, and Responsible AI guardrails. The Data Trust Accelerator for Financial Services keeps every workflow and agent running on consistent, fit-for-use data.