Use Case

How AI Digital Transformation is Revolutionizing Financial Operations

Unlocking the game-changing potential of AI-digital transformation that enhances financial operations through personalized experiences and data protection.

Client Overview

The client is basically a prominent financial service provider handling several retail and corporate customer accounts. Additionally, the operations expand across diverse locations, while approaches were incorporated to secure data and provide personalized experiences using AI digital transformation.

Key Business Challenges

  • Legacy Banking Systems

The legacy banking system was a major challenge, hindering the speed and flexibility of the application. Due to outdated systems, the incorporation of technology became a costly and time-consuming endeavour, hampering the enterprise’s ability to grow rapidly and meet the customers' demand.

  • Customer Experience Gaps

Customers were looking for effortless and quick services, which were missing in the application. Also, there was no personal engagement that led to a decline in adoption rates and diminished customer loyalty.This demanded some stringent measures for enhanced experiences.

  • Fraud Detection & Compliance

The current application isn’t safe from cybersecurity threats that put the sensitive data at stake. Also, the manual transaction monitoring generated false outcomes, inhibiting compliance teams from concentrating on core operations.The current application isn’t safe from cybersecurity threats that put the sensitive data at stake. Also, the manual transaction monitoring generated false outcomes, inhibiting compliance teams from concentrating on core operations.

  • Operational Inefficiencies

A lot of work was performed manually, which delayed the approvals and reduced the transaction times. Additionally, the siloed data hindered the firm from getting a complete overview of the customer behaviour and prevented it from delivering a customizable product.A lot of work was performed manually, which delayed the approvals and reduced the transaction times. Additionally, the siloed data hindered the firm from getting a complete overview of the customer behaviour and prevented it from delivering a customizable product.

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Our Solution-Oriented Approach

  • AI-Driven Fraud Detection & Risk Management

Our AI development service providers incorporated AI algorithms to monitor real-time multi-channel transactions. By dynamically assessing risk profiles, the system identified unusual activity instantly, reducing false alarms by 70 percent and accelerating fraud resolution times significantly.

  • Cloud-Based Core Banking Infrastructure

Using cloud migration services, the legacy systems were shifted to a hybrid cloud arrangement across AWS, Microsoft Azure, and Google Cloud platforms. The resulting infrastructure provided elasticity, enabled real-time monitoring through comprehensive dashboards, and ensured 99.9 percent uptime along with disaster recovery capabilities.

  • Automated Digital Banking Solutions

Branches were equipped with IoT-enabled kiosks to handle routine self-service activities such as account setup, deposits, and transfers. AI-powered virtual assistants embedded within mobile applications helped reduce call center dependency, while automation of paper-based processes shortened turnaround times for transaction approvals and service delivery.Branches were equipped with IoT-enabled kiosks to handle routine self-service activities such as account setup, deposits, and transfers. AI-powered virtual assistants embedded within mobile applications helped reduce call center dependency, while automation of paper-based processes shortened turnaround times for transaction approvals and service delivery.

  • Personalized Wealth & Financial Advisory

Predictive analytics models powered by AI enabled the institution to provide tailored financial and investment insights to customers. User-friendly dashboards provided real-time visibility into financial health, empowering customers to make informed decisions about budgeting, savings, and investments.

  • Secure Digital Transactions via Blockchain

Trust and security were incorporated using Blockchain technology to provide tamper-proof auditing and transparent, peer-to-peer transactions. Our blockchain development specialists integrated encryption protocols; this innovation supported compliance with stringent regulatory requirements such as GDPR, PSD2, and RBI guidelines.

Implementation Roadmap

The project roadmap was introduced in 3 planned stages. The first phase was infrastructure modernization resulted in the transfer of legacy systems to cloud-based platforms and API integrations. Secondly, the AI & automation rollout was performed, which was amalgamated with fraud detection software, chatbots and digital onboarding systems. Thirdly, the transactions were secured through Blockchain technology, and IoT-based solutions were ingrained to build a modern ecosystem.

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Business Impact & Results

After twelve months, the transformation derived measurable outcomes.

  • Onboarding processes 30 per cent faster, with AI-driven KYC verification within 12 to 48 hours.
  • Operational costs fell by 20 per cent due to reduced manual dependencies & 70% fraud detection accuracy.
  • The move to resilient cloud platforms secured 99.9 per cent uptime, enhanced customers' trust.

The Outcome

Strategic alliance with NexGenTek transformed a legacy-based financial model to an agile, secure and customer-supported platform . The integration of advanced technologies like AI, cloud migration, Blockchain development and process automation improved its performance to a great extent. The future-ready solution embraced groundbreaking technologies to stand ahead in the digital arena.

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