Data & AI for Financial Services and Private Equity

Transforming and creating value for Banking, Insurance, Investment Management, and Private Equities through the power of data & AI.

Enhanced Customer Experience through AI-Powered Chatbots

Enhanced Customer Experience through AI-Powered Chatbots

  • By 2023, 90% of banks report that integrating AI into customer service solutions has enhanced user experience.(MarketSplash)​​ (Meniga)​.

  • Financial institutions deploying chatbots have achieved a 30% reduction in customer service costs, resulting in savings of over $8 billion annually​.

Advanced Fraud Detection and Risk Management

Advanced Fraud Detection and Risk Management

  • AI systems have reduced fraud detection times by up to 70%, with some banks reporting a 50% reduction in fraud-related losses.​ (McKinsey & Company)​.

  • Predictive analytics has enabled banks to reduce loan default rates by 20%​​.

Operational Efficiency and Cost Reduction

Operational Efficiency and Cost Reduction

  • Robotic Process Automation (RPA) is leading to a 40% reduction in processing times and a 50% decrease in operational costs.​ (McKinsey & Company)​​ (Meniga)​.

  • Error Reduction: AI and automation have reduced human errors in financial transactions by 37%, enhancing accuracy and reliability in operations.

Client Cases in Financial Services

ARDIAN Transforming Private Equity Due Diligence with Generative AI

ARDIAN Identifying AI use cases and adoption strategies to drive...

BNP PARIBAS An AI Efficiency program to accelerate the transformation...

ARDIAN A three-day hackathon to enhance a leading investment firm’s...

ORANGE BANK enhances its data marketing with rapid deployment of...

MAIF Using Topic Modelling to reduce contact centre bottlenecks.

HOMESERVE Using speech analytics to improve customer satisfaction

MAIF Segmentation Marketing -Artificial Intelligence to Enhance Insurance Customer Understanding

Data & AI for Finance Reports

Articles by our business & tech experts and client cases.

Data & AI for Finance Report


Take a look at our other reports related to the Financial Services’ Sector (Bank, Insurance, Investment Management).

AI For Finance Summit 2023

In this episode of The Bridge, Joffrey Martinez (Managing Partner & Global Lead Financial Services, Artefact) and Alexis Baufine-Ducrocq (Partner & Lead Financial Services, Artefact) share their insights on AI’s impact across banking, insurance, payments, and asset management, illustrated with concrete use cases:

Accelerating credit approvals and claims processing with generative AI
Enhancing customer experience through AI-driven personalization and real-time insights
Increasing operational efficiency while redeploying human expertise to complex tasks
Using AI for risk management, fraud detection, and regulatory compliance
Driving revenue growth in private banking and asset management
Scaling AI adoption and fostering a data-driven culture

Learn how AI is reshaping the financial industry, from cost optimization to revenue growth and fraud prevention, through practical examples and actionable strategies for professionals in finance, technology, and data.

In this episode of The Bridge, Elina Ashkinazi-Ildis (Partner & Lead Retail & Private Equity, Artefact) and Jérôme Petit, share their insights and concrete examples on how AI is reshaping the sector:

How is AI adoption progressing in private equity?
How is AI securely deployed in funds?
Where is AI used in the private equity investment cycle?
What are the main AI implementation business challenges?
How is data crucial for AI in private equity?
How does Artefact’s approach help portfolio companies to embrace AI and data?
What are common AI use cases for PE portfolio companies?

A pragmatic, no-jargon conversation for professionals in private equity, data, and technology, eager to understand how AI is driving tangible impact across the investment value chain

Our expert contents about Financial Services

We are data, AI and digital experts sharing our insights and latest market updates about financial services.

  • Building your own Audience Engine

    Building your own Audience Engine

  • Data-driven marketing: the rise of the customer data platform

    Data-driven marketing: the rise of the customer data platform

  • Powering your call centre with artificial intelligence

    Powering your call centre with artificial intelligence

  • Introducing NLPretext, a unified framework to facilitate text preprocessing.

    Introducing NLPretext, a unified framework to facilitate text preprocessing.

Our Artefact Leaders in Banking, Insurance and Private Equity (PE)

Jérôle PETIT

Joffrey MARTINEZ

Managing Partner – Global Lead Financial Services

Akhilesh KALE

Alexis BAUFINE-DUCROCQ

Partner

Jérôle PETIT

Akhilesh KALE

Partner

Akhilesh KALE

Athena VOOGHT

Partner

Jérôle PETIT

Matthieu MYSZAK

Partner

Akhilesh KALE

Jur GAARLANDT

Partner

Akhilesh KALE

Marouane MZOURI

Partner

Akhilesh KALE

Elina ASHKINAZI-ILDIS

Partner

Akhilesh KALE

Jérémie CORNET-VUCKOVIC

Partner

Akhilesh KALE

Marcus LINDSTRÖM

Director