Financial services in the agentic era: modernize without compromising scale, control or speed.



Architecture, data, and strategy keys to turning AI initiatives into real operational capabilities. A paper for technology teams and decision-makers in the financial sector across LATAM.


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ABOUT THE PAPER

95% of enterprise generative AI pilots fail to translate into measurable financial impact. In the financial sector — where regulatory requirements, data quality, and competitive pressure operate simultaneously — that gap carries a concrete cost: abandoned projects, stranded investment, and market windows that close.


The question this paper answers is not whether to adopt AI, but how to do it in a way that scales.


What you will find?

  • The new context of the sector: outcome banking, agentic models, and the pressure on banks, fintechs, and insurers to operate with greater speed and personalization.
  • Why pilots don't scale: the real causes behind the gap between demo and production, and what the organizations that actually make it through do differently.
  • The data platform as a non-negotiable foundation: why an agent is only as good as the data it operates on, and what that means in a high-volume transactional environment.
  • Use cases with real returns: fraud and scoring, sales executive assistants, document analysis, monitoring, and internal process optimization — with concrete examples from the sector.
  • Regulation and security from the design stage: how to address compliance, auditability, and model governance without slowing down implementation.
  • A blueprint for digital evolution: the six pillars that structure a sustainable AI strategy in financial services.


ABOUT US

We are Nubiral, a new generation of technological experts that leads the way towards innovation and digital transformation.

With more than 15 years in the market, +300 collaborators and global presence, we provide personalized solutions and professional services focused on Data & Innovation, DevOps & App Evolution, Hybrid Multi Cloud, Monitoring & Intelligence and Cybersecurity to boost the evolution of our customers business. 

We signify that it is possible to create a better future through innovation and technology.