DE-RISK FINANCIAL SERVICES INNOVATION FOR THE AI-DRIVEN ERA
The financial industry faces a paradox of record profits, but with record complexity. Institutions are flush with data yet struggle to translate it into meaningful client engagement, operational efficiency, and regulatory resilience.
AI IS THE DIFFERENTIATOR.
The new leaders will unify fragmented systems, operationalize intelligence, and build digital trust at scale – all while accelerating growth and compliance.
Presidio helps financial institutions modernize their digital foundations to deliver personalized, compliant, and connected experiences across every channel. We move you from reactive compliance to proactive innovation – building the trust, data integrity, and automation that make AI not just possible, but profitable.
THE URGENCY OF FINANCIAL TRANSFORMATION
Market Forces Redefining Financial Services
RISING EXPECTATIONS
Digital-native clients expect real-time, hyper-personalized experiences.
COMPLIANCE PRESSURE
Global frameworks (EU AI Act, SEC, MiFID II) demand explainability and transparency.
OPERATIONAL INEFFICIENCY
Legacy systems create silos and manual workarounds that drain productivity.
COMPETITIVE DISRUPTION
Fintechs, super-apps, and embedded finance platforms are winning client loyalty through agility and intelligence.
Institutions that act now can transform compliance, client engagement, and operational models to reduce cost-to-serve, unlock new revenue, and deepen trust.
FEATURED SOLUTIONS
PRESIDIO CLIENTCONVERGE
The Data + AI Trust Accelerator for Financial Services
ClientConverge redefines how financial institutions connect data, AI, and governance through trusted intelligence. The ClientConverge Data & AI Trust Hub is the intelligence layer that turns information into confident, auditable action. By linking fragmented systems into a seamless ecosystem of trusted insights, ClientConverge powers every client conversation, model decision, and regulatory checkpoint across mobile, branch, and digital experiences. It gives institutions the confidence to innovate faster, govern smarter, and engage with precision.
ClientConverge empowers you to:
- Build Confidence in Every Decision: Deliver insights and model outcomes backed by verified, high-quality data across all client touchpoints.
- Reduce Data & AI Risk: Detect drift, latency, or integrity issues before they cascade across analytics and advisory systems.
- Simplify Compliance: Maintain explainable AI, lineage tracking, and immutable audit trails to meet financial governance standards.
- Accelerate Responsible Innovation: Enable faster, safer deployment of AI copilots and predictive intelligence on a governed data foundation.
- Unify Data and AI Governance: Connect DataOps, Risk, and Model Governance teams around a shared trust framework and consistent KPIs.
Key Capabilities
- Unified Trust Scoring: 0–100 index combining completeness, freshness, quality, and schema stability across every source.
- Pipeline & SLA Health: Continuous visibility into pipeline reliability, feed success, and timeliness.
- Source Reliability Benchmarking: Identify weak data sources and prioritize remediation through automated scoring.
- AI Model Health: Monitor data drift, model bias, and explainability (SHAP, feature importance, retraining intervals).
- Audit & Lineage Transparency: Full traceability from data ingestion to AI predictions with explainable outcomes.
- Proactive Alerts & Trends: Rolling 7-, 30-, and 90-day analytics that highlight emerging risks and improvement opportunities.
Proven Outcomes
- 5–10% revenue uplift through personalization
- 25–40% reduction in servicing costs
- 15–25% faster advisor productivity and onboarding cycles
- Reduced regulatory exposure through audit-first design
ACCELERATED DATABASE MODERNIZATION
Modernize at speed. Unlock agility. Empower innovation.
Financial institutions often rely on decades of legacy databases and applications that limit agility, increase costs, and slow the path to AI adoption. Presidio’s Accelerated Database Modernization solution helps banks, insurers, and wealth managers modernize in weeks, not years.
Through a Human + AI approach, Presidio combines deep industry expertise with automation frameworks to cut technical debt, reduce licensing costs, and deliver real-time insights that improve compliance, efficiency, and client experience.
Proven Outcomes
- 5x faster time-to-market for new products and features
- 70% reduction in licensing and operational costs
- 20% improvement in client experience through faster, unified data access
- Built-in compliance and audit readiness for evolving regulatory demands
- Foundation for AI and automation across the enterprise
FINANCIAL SEGMENTS WE SERVE
RETAIL BANKING
CAPITAL MARKETS & INSTITUTIONAL TRADING
INSURANCE
PAYMENTS & FINTECH
WEALTH & ASSET MANAGEMENT
MORTGAGES & LOANS
SPECIALTY FINANCE
CUSTODY & ASSET SERVICING
DELIVERING BUSINESS OUTCOMES ACROSS THE FINANCIAL VALUE CHAIN
CLIENT ENGAGEMENT & GROWTH
- Build holistic client profiles across products and households
- Use predictive analytics to identify churn, cross-sell, and retention opportunities
- Deliver personalized digital experiences that boost loyalty
OPERATIONAL EFFICIENCY
- Automate routine tasks across onboarding, servicing, and reconciliation
- Integrate workflows across legacy systems without disruption
- Reduce manual exceptions and data reconciliation costs by up to 25%
COMPLIANCE CONFIDENCE
- Build audit-first systems that meet SEC, MiFID II, and AI Act mandates
- Enable explainable AI for transparent recommendations and reporting
- Cut compliance costs by embedding governance into every workflow
FUTURE-READY PLATFORMS
- Scale modularly with cloud-native, API-driven infrastructure
- Deploy prebuilt AI copilots for fraud, KYC, and financial coaching
- Adapt quickly to new regulatory or market demands
CLIENT IMPACT
Presidio partners with leading financial institutions to accelerate transformation from foundational IT to intelligent AI operations.
- 870+ Cloud certifications and FSI-compliant architectures
- Deep partnerships with AWS, Microsoft, and ServiceNow
- Proven expertise across retail, wealth, insurance, and payments
DE-RISK INNOVATION
Turn your biggest challenges — regulation, legacy, complexity — into your greatest competitive advantages. Presidio isn’t just selling tech — we’re building trust, intelligence, and growth…from audit to AI.
