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.

5.7×

companies advised

Source

5.7×

companies advised

Source

5.7×

companies advised

Source

$20B+

companies advised

Source

$20B+

companies advised

Source

$20B+

companies advised

Source

4.2×

companies advised

Source

4.2×

companies advised

Source

4.2×

companies advised

Source

INDUSTRY USE CASES

How our services transform financial services

Agentic AI & Innovation

Guiding individuals and businesses with smart financial planning, investment advice, and long-term wealth strategies.

Digital Customer Experience

Cybersecurity

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

Guiding individuals and businesses with smart financial planning, investment advice, and long-term wealth strategies.

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 Governance & Innovation

Implementing AI Concierge to Improve Conversion & Engagement

Technology & SaaS

Cybersecurity

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 Governance & Innovation

Implementing AI Concierge to Improve Conversion & Engagement

Our Leaders

Team Image

Sharad Nishith

VP of Business Operations, BFSI Lead