Financial services, wealth & 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 banks, wealth and asset managers, and insurers 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 can’t replace long-established systems overnight.

Banks, wealth and asset managers, and insurers partner with Nearform to move past stalled pilots and lead with data and intelligent products — all while maintaining compliance and managing risk. We bring together best-in-class data engineering and AI advisory to redefine what’s possible.

That looks different for different teams: customer and policyholder portals, advisor and employee platforms, investment and policy data products, and AI-ready data foundations.

Whether it’s embedding AI across the software development lifecycle or building agent “teams” that scale ahead of demand, Nearform meets the needs of banking, wealth, asset management and insurance organisations — and helps them move faster without losing control.


  • 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.