Banking, financial services & insurance


Meet and exceed the expectations set by challenger banks, and futureproof operations to stay ahead of the pack through intelligent employee and customer experiences. Nearform’s data and AI engineering capabilities enable the world’s largest and most complex financial institutions to embrace innovation — and lead their customers, and industry, into tomorrow.



Building a finance platform that’s fit for the future

Financial institutions can’t meet today’s demands with yesterday’s tools. But they also can’t replace long-established systems and processes overnight.

Nearform brings together best-in-class data engineering principles and AI advisory to redefine what’s possible. Retail banks, asset managers, insurance companies and financial services providers have partnered with Nearform to avoid stalling after pilots, and instead leading with data and intelligent products, all while maintaining compliance and mitigating risk.

Whether it’s implementing AI practices across the software development lifecycle, or developing agent “teams” that scale ahead of demand — Nearform meets the needs of banking, financial services and insurance organisations with its best-in-class data and AI engineering capabilities.


  • 500

    experts in data and AI, engineering, design and more

  • 13

    years' experience

  • 700

    client engagements across 20+ countries

“What a remarkably talented group of experts who have brought this concept to reality. The rapid delivery of such impressive results is truly remarkable. Our clients are receiving extraordinary value from these efforts!”

Associate Director of Product Management

Sun Life

“The impact Travelex has achieved at speed with Nearform is phenomenal. We’ve given our users a mobile experience that is founded on customer and data insight, leading to a significant boost in customer top-ups. It shows what can happen when innovative leadership is combined with a technical partner that designs, architects and engineers great digital products.”

Director of Product

Travelex

Insight, imagination and intelligent solutions. Let’s build secure, customer-first finance experiences together.