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Powering Operational Excellence

In Banking, Financial Services & Insurance with Data & AI

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Modernize data & automate workflows across banking, financial services & insurance

Tredence helps banking, financial services & insurance (BFSI) institutions harness data precision and AI-driven insights to streamline operations, enhance customer engagement, and unlock new revenue streams. By unifying siloed data and embedding intelligence across core processes, we enable faster decisions, guided workflows, and scalable automation—powering the next frontier of digital banking.

AI-Powered Precision for the Future of Banking, Financial Services & Insurance

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What the leaders say about us: Clients. Partners. Analysts.

Tredence AI

Redefining resilience and intelligence in banking, financial services & insurance

Tredence partners with global banks, financial services & insurance institutions to build AI-first, data-driven ecosystems that move beyond static processes toward dynamic, intelligent operations across banking, capital markets, payments, and insurance.

As financial systems grow in complexity, siloed data continues to hinder growth, compliance, and customer experience. We combine domain-driven AI/ML expertise, data engineering, and legacy data modernization to convert transactional, customer, and risk data into real-time decision intelligence.

Backed by ATOM.AI—our accelerator ecosystem with 140+ AI/ML solutions and 12+ GenAI agents—we help banks cut time to value by over 50% and accelerate enterprise AI maturity. From credit risk modeling, fraud detection, and ESG insights to hyper-personalized engagement and intelligent collections, our solutions are built to adapt to complex banking ecosystems—with cloud-native flexibility, scalable architectures, and lower TCO.

With multiple successful deployments, a 94% NPS, and our co-innovation model—the Tredence Way—we turn financial complexity into scalable intelligence, enabling banks to unlock value across risk, growth, compliance, and experience.

On the cutting-edge of data & AI

Delivering real-time impact across banking, financial services & insurance with intelligent AI

We help BFSI institutions modernize legacy systems, unify siloed data, and deploy AI-powered solutions that drive real-time impact. From intelligent compliance to GenAI-fueled workflows, our offerings enable faster decisions, smarter risk management, and enterprise-wide intelligence with precision, speed, and control.

Modernize with intelligence. Personalize with precision.

Tredence accelerates Sybase-to-SQL migration, modernizes ETL pipelines, and powers intelligent engagement with Migrate-to-Personalize. Our BFS data model integrates first- and third-party data to drive real-time, AI-led personalization and smarter decisions.

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AI-augmented data governance

Tredence accelerators like Sancus, DQuest, and MLWorks unify data, automate quality checks, and enable real-time model observability. Our data catalog simplifies metadata management and streamlines compliance building a trusted, AI-ready foundation.

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Unified data models

Tredence’s Customer Cosmos platform consolidates first- and third-party data into a governed, AI-ready foundation. Power 360° insights, accelerate time to impact, and enable GenAI-led marketing, sales, and service transformation.

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Generative AI

Tredence helps banks & financial insititutions scale GenAI with automated reporting, RM assistants, and audit-ready knowledge bots. With GenAI Studio and LLMOps, we ensure secure, enterprise-grade model management and faster time to impact.

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Strategic Consulting

Further Advisory, now part of Tredence, combines strategic management consulting with AI execution to drive growth, resilience, and innovation. We help financial institutions accelerate GTM, strengthen risk frameworks, and navigate complexity with confidence.

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Built for AI-first banking, financial services & insurance operations

We combine GenAI and Agentic AI to streamline investigations, automate compliance, and boost analyst productivity. From intelligent summarization to autonomous fraud detection, our solutions reduce cost, enhance control, and enable faster, smarter decisions across BFSI.

Dynamic client personalization (DCP)

Deliver hyper-targeted experiences with AI-driven notebooks for churn, cross-sell, and penetration. Accelerate High-Net-Worth (HNW) and Small and Medium Businesses (SMB) growth with a unified data marketplace and modern MarTech stack powering dynamic, lifecycle-wide engagement.

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Middle office productivity (MOP)

Enable smart deal evaluation, credit risk modeling, and policy automation. Streamline NAV, support claims adjustors with GenAI agents, and optimize trade placement for faster, sharper decisions.

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Operational risk & controls (ORC)

Strengthen TPRM, monitor model risk, detect anomalies, and empower auditors with AI assistants. Our unified portal surfaces real-time risks and insights to drive faster, smarter mitigation.

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Financial crime & cyber (FCC)

Automate KYC/KYB, AML scoring, and SAR reporting. Detect threats in real time and act faster on vulnerabilities. Tredence delivers secure, scalable solutions to streamline compliance and strengthen cybersecurity.

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PortCo franchise model (PFM)

Enable unified insights across CRM, marketplace access, and fund performance tracking. Tredence simplifies data architecture to cut D&A costs, improve visibility, and accelerate ROI with scalable, AI-ready solutions.

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Why do leading BFSI providers choose Tredence

data-science

3,500+

domain, data, and technology experts

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4

customer, banking, wealth, and private equity data model

kpi

25+

prebuilt GenAI banking, financial services, and insurance accelerators

speed

10+

banking & financial services agents ready to deploy

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Strategic alliances

co-innovating with Hyperscalers and Data & AI ISVs for enterprise-grade transformations

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94% NPS

with extensive customer recommendations across multiple engagements

Tredence is the secret weapon powering last mile impact stories

FAQs

Banking, Financial Services & Insurance Analytics Services help banks, insurers, and capital markets firms transform siloed data into intelligent decisions. Tredence delivers AI-powered platforms for client 360, credit risk modeling, fraud detection, and regulatory compliance—enhancing personalization, speed, and operational control.

AI/ML models predict churn, recommend next-best offers, and automate campaign execution across retail and commercial banking. Tredence enables institutions to unify customer data, modernize MarTech stacks, and boost cross-sell and CLTV through hyper-targeted engagement.

GenAI enhances advisor productivity, automates compliance workflows, and delivers role-based knowledge via chat-based assistants. Tredence helps Banking & Financial Services firms adopt GenAI for real-time insights, SAR reporting, intelligent underwriting, and hyper-personalized service across channels.

AI/ML models identify anomalies, surface emerging threats, and automate investigative workflows. Tredence delivers solutions like AML risk scoring, TPRM insights, model risk management, and real-time fraud detection to strengthen enterprise resilience.

Tredence partners with 8 of the top 20 global banks and leading insurers to modernize data ecosystems and deploy domain-specific AI. With 150+ AI/ML accelerators, GenAI Studio, and a 94% NPS, we help Banking & Financial Services clients drive precision, compliance, and growth at scale.

Demand more out of AI. Talk to banking & financial services experts born and bred in full-stack AI.