What we do

We help financial institutions turn AI into working business capability. From agentic process improvement and AI CoE setup to regulated workflow design and AI platform engineering, we combine strategy, design, build, governance, and delivery in one team.

What you get

You get help solving the hard part of AI adoption: making it work in real operations. That means selecting the right use cases, redesigning workflows where AI can add value, putting controls around it, and building the setup needed to scale safely.

We enabled
200
non-technical AI Agent Builders
Transformed
3 firms
to be AI Native
Built over
300
AI projects over 23 years

Our Clients Choose Us For

Build your own AI capability

Set up the governance, skills, and operating model to run AI internally.

We help clients create lasting capability, not just deliver one-off projects.

Improve workflows with agentic AI

Focus AI on the processes where it can create measurable value.

We redesign work so agents and copilots improve execution, not add noise.

Make AI usable in regulated work

Adoption depends on trust, clarity, and the right control points.

We design AI experiences that fit regulated workflows and real user needs.

Create the foundation to scale

Scaling AI requires more than models and pilots.

We build the platform, governance, and security layer needed for repeatable delivery.

Discover our AI Infrastructure Services

Unlock AI Value

Technology background

Redesigning Work for Measurable Value

Many organizations are experimenting with GenAI and agents, but the real challenge is not adding more AI—it is improving how work gets done. We focus on the business process itself: where decisions slow down, where handoffs create friction, and where AI can create measurable value.

We help clients redesign workflows around value generation, adoption, and governance. That includes identifying the right agentic opportunities, defining control boundaries, and implementing patterns that work in regulated environments. Where relevant, we bring in ecosystem capabilities across NVIDIA, UiPath, and voice-driven experiences powered by Respeecher.

AI CoE as a Service

Building AI capability internally is hard for mid-sized financial institutions. The challenge is not only strategy, but it is also getting the right mix of governance, design, engineering, security, and delivery expertise at the right time, without adding permanent headcount or managing multiple specialist vendors.

Our AI CoE as a Service is a fixed-price operating service delivered inside your environment. The mix of experts changes as your needs evolve—from governance and setup to use case delivery, enablement, and scale, but the commercial model stays predictable. We help establish governance, launch lighthouse use cases, and build the internal capability needed to run and scale AI over time.

Related Cases
Global insurer AI transformation

For a global insurer across 23 markets, we built group-wide AI governance, value tracking, technical controls, and a secure LLM platform to cut duplication, risk, and wasted spend.

Regulatory reporting automation

Built regulatory reporting engine for a payment giant, replacing costly manual reporting with a fully automated in-house process for compliant submissions to multiple EU regulators.

AI Experience and Platform Foundations

Tchnology background

UX for AI in Regulated Workflows

In banking and insurance, AI must fit the way people actually work. Generic chatbot patterns often fall short because users need explanations, evidence, approvals, and clear escalation paths before they can trust the output.

We redesign human-AI collaboration for regulated processes such as claims, underwriting, servicing, compliance, and case work. The result is a better interaction model, stronger trust calibration, and safer adoption of AI in day-to-day operations.

Platforms for AI at Scale

Successful AI programs need more than models. They need the engineering and control layer that makes AI repeatable, secure, observable, and easier to scale across teams and use cases.

We help clients build the platform foundations for agent and LLM operations, data governance, security, AI pen testing, and cloud deployment. We deliver for both public and sovereign cloud environments so institutions can scale with the right balance of performance, control, and regulatory fit.

Related Cases
LLM-agnostic agent orchestration platform proven internally at enterprise scale

Built in-house before taking it to clients, this secure-by-design, LLM-agnostic platform orchestrates work across custom systems, Atlassian and Microsoft tools for 2,000 employees.

Enterprise GenAI platform and LLM gateway for a European Universal Bank

For a European Universal Bank, we designed a GenAI platform with centralized LLM access, APIM-based logging, guardrails, private endpoints, and reusable Azure services

How We Take AI from Idea to Scale

Prioritize the Right Opportunity

We assess where AI can create real operational or customer value and where stronger controls are needed before scale.

At this stage, we support you through:

  • AI opportunity and workflow assessment
  • Value, risk, and readiness scoring
  • Operating model and governance review
  • Selection of the right first use case

Design & Build the Right Solution

We shape the human, technical, and governance model together so the solution is useful, trusted, and deployable.

At this stage, we support you through:

  • Workflow and interaction design
  • Prototype or MVP build
  • Control design and evaluation setup
  • Platform, integration, and security engineering

Scale with Confidence

Once the first use case works, we help clients scale through platform foundations, reusable practices, and team enablement.

At this stage, we support you through:

  • AI CoE setup and capability transfer
  • LLM/agent operations and monitoring
  • Data governance and security hardening
  • Roadmap for broader rollout and adoption

Related Services

AI Consulting Services

Ensure efficient AI adoption and transformation with practical AI systems

Modernization & Migration

Transform your legacy software for improved performance and future readiness

AI-powered SDLC Services

From strategy to execution - we'll support your AI transformation with production-grade AI systems

Financial Services Technology Consulting

Adapt your product to fit growing customer needs and market requirements

Data Engineering Services

Get help turning fragmented data capabilities into production-ready systems

Regulatory Compliance Consulting

Ensure your business stays in line with rapidly evolving regulations with our knowledge and resources

Technology Ecosystem Partnerships

nvidia
NVIDIA
gcp
GCP
azure
MS Azure
aws
AWS Partner Advanced Tier Services
databricks
Databricks
uipath
UiPath
snowflake
Snowflake
datrics
Datrics
datuum
Datuum
relari
Relari

Let us discuss how our team can contribute to your success

Frequently Asked Questions

What kinds of AI services do you provide for banks and insurers?

We help clients identify high-value AI opportunities, redesign workflows, build governed AI capabilities, and create the platform foundation needed to scale across business functions. This covers strategy, UX, engineering, governance, security, and delivery.

Can you help us move from AI pilots to production?

Yes. A core part of our approach is turning promising pilots into usable, controlled, and production-ready capabilities with the right operating model, controls, and engineering foundations.

How do you address governance and regulatory concerns?

We embed governance into the service design from the beginning, including approval paths, auditability, oversight, evaluation, security, and documentation. For financial institutions, these controls are part of the product—not an afterthought.

Do you work only on strategy, or can you also build?

We do both. We help clients frame the right opportunity and operating model, and we also design, prototype, engineer, and implement the solution with the controls needed for real-world use.

Can you support public and sovereign cloud environments?

Yes. We support AI delivery across public and sovereign cloud environments, depending on the client’s regulatory, security, and operating requirements.

How do you avoid creating dependency on external consultants?

Our model is designed around transparency, delivery in the client environment, and capability transfer. In our AI CoE approach, clients retain ownership of assets and build the internal ability to run and scale the capability over time.

Sigma Software has offices in multiple locations in Europe, Middle East, Northern and Latin America