Financial Services

Balancing convenience and compliance.

Consumers are propelling financial services companies to elevate their experiences to new heights. Figuring out how to deliver personalization while protecting privacy and maintaining compliance is key to success.

How we help financial services brands

With decades of experience in the industry, we help financial services leaders outcompete in a crowded market.

Omnichannel Experiences

We implement omnichannel strategies that leverage customer journey analytics and marketing best practices for streamlined financial interactions for web, mobile, and in person. The result? Enhanced customer loyalty, improved engagement rates, and increased revenue, positioning clients at the forefront of financial services innovation.

Human Centered Design

Human centered design is a key to simplifying complex financial transactions and boosting user trust and loyalty. Our experience design practice weaves together deep customer insights with UX best practices and inspiring new ideas to design financial apps and platforms that prioritize users first and foremost.

Digital Accessibility

Accessibility is paramount in today's digital financial landscape. We help clients optimize for screen readers and other assistive technologies, from semantic HTML and ARIA labels to keyboard navigation and color contrast ratios. Whether you're building accessibility into your product from day one or needing accessibility remediation to comply with WCAG standards, we can help.

AI Consulting & Implementation

Integrating AI into creative and marketing workflows is on the rise in the financial services sector. We excel in embedding generative AI into processes and offer comprehensive support in AI change management, implementation, training, and strategy development, driving innovation and efficiency for financial services clients.

Demand for frictionless experiences

Today’s customers expect a seamless blend of digital and physical interactions, with services that are accessible, intuitive, and customized for their unique needs. The demand for hyper-personalization is pushing companies to innovate faster and redesign their customer journeys.

Innovate or stagnate

To meet these rising expectations, financial services companies must embrace cutting-edge technology—from conversational AI to embedded finance, branch transformation, and fintech integration. Such innovations are not just enhancements but necessities to remain competitive in an increasingly digital-first world.

Prioritizing data privacy

Offering highly personalized customer experiences while upholding data privacy and regulatory compliance is a formidable challenge. And with minimal safeguards in place for emerging technologies like AI, companies bear the sole responsibility for ensuring their customers' protection. This requires a sophisticated approach to securing customer data without stifling financial services innovation.

As the industry evolves to satisfy tech-savvy consumers, the future goes beyond just adopting the latest technologies. It involves balancing innovation with data privacy and compliance, turning challenges into opportunities to enhance trust and convenience. By navigating these challenges, we're not just responding to expectations—we're setting new standards for customer experience and trust.

Nitin Thukral

VP, Service and Delivery, Aquent Studios

Our Experts

Nitin Thukral

VP, Service and Delivery

Tom Reynolds

SVP, Service and Delivery

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