Financial Services (BFSI)

Financial services organisations operate in one of the most demanding environments for technology and compliance — where a single data breach or compliance failure can have consequences far beyond the balance sheet. At the same time, customer expectations have shifted: clients expect digital-first, personalised, and frictionless experiences from their banks, insurers, and wealth managers. Sumeru helps financial institutions accelerate AI adoption responsibly, build secure and compliant platforms, and deliver the digital experiences that build lasting client relationships.

iPhone XR
iPhone XR

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

5.7×

more revenue earned by financial services firms that lead on customer experience vs. CX laggards

Wiser Review CX Statistics, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

$20B+

annual AI spending in financial services globally — the largest vertical AI spend of any industry

Gartner Finance Technology Report, 2025

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

4.2×

ROI on generative AI investment in financial services — the highest return of any sector

AmplifAI Generative AI Statistics, 2026

INDUSTRY USE CASES

How our services transform financial services

Digital Customer Experience

Digital Rights Security

Agentic AI & Innovation

Purpose-built AI agents and platforms that automate decisions, surface intelligence, and embed seamlessly into your existing workflows.

Data & Intelligent Analytics

Digital Product Engineering

Talent Services

AI-Powered Debt Recovery & Collections

CORE CHALLENGE

Manual collections workflows are slow, expensive, and poorly targeted — resulting in low recovery rates and high operational cost.

OUTCOMES

  • ENCollect automates end-to-end debt recovery with AI-driven engagement and decisioning

  • Multi-model collections support: agency allocation, agent assignment, and full audit trails

  • Faster recovery cycles, lower operational cost, and improved debtor experience

Agentic AI & Innovation

Purpose-built AI agents and platforms that automate decisions, surface intelligence, and embed seamlessly into your existing workflows.

AI-Powered Debt Recovery & Collections

CORE CHALLENGE

Manual collections workflows are slow, expensive, and poorly targeted — resulting in low recovery rates and high operational cost.

OUTCOMES

  • ENCollect automates end-to-end debt recovery with AI-driven engagement and decisioning

  • Multi-model collections support: agency allocation, agent assignment, and full audit trails

  • Faster recovery cycles, lower operational cost, and improved debtor experience

OUR Services

Explore our Services

TECHNOLOGY expertise

Technologies We Work With

TECHNOLOGY expertise

Technologies We Work With

TECHNOLOGY expertise

Technologies We Work With

Case studies

Real Results From
Real Engagements

Healthcare & Life Sciences

Digital Customer Experience

Maximizing Access to Diabetes Care Management with Omnichannel Marketing

Healthcare & Life Sciences

AI & Innovation

Implementing AI Concierge to Improve Conversion & Engagement

Technology & SaaS

Quantum Security

Strengthening Security and Compliance for a Fast-Growing Tech Startup

Healthcare & Life Sciences

Digital Customer Experience

Maximizing Access to Diabetes Care Management with Omnichannel Marketing

Healthcare & Life Sciences

AI & Innovation

Implementing AI Concierge to Improve Conversion & Engagement

Our Industry Leaders

Team Image

Sharad Nishith

VP of Business Operations, BFSI Lead