Financial Services & FinTech
Financial Services & FinTech
Navigate regulation, digitise the relationship, and lead in the AI era.
78%
of organisations now use AI in at least one business function — up from 55% just one year prior
McKinsey State of AI, 2025 ↗$3.70
returned for every $1 invested in AI — with top performers achieving $10.30 per dollar
Gartner, 2024 ↗4×
productivity growth in industries with high AI exposure vs those without
PwC Global AI Jobs Barometer, 2025 ↗What we see in the market.
Financial services firms face a uniquely complex digital environment: high regulatory scrutiny, legacy infrastructure, rising customer expectations, and a wave of nimble fintech competitors. The organisations that will lead the next decade are those making the right technology bets now — with strategy, not vendor pressure, driving the roadmap.
From established banks and wealth managers to challenger fintechs and super funds, financial services organisations are navigating the most complex digital transformation of any sector. We bring the strategic clarity to make smart decisions fast.
“The right digital strategy doesn’t just solve today’s problems — it builds the capability to handle tomorrow’s opportunities.”
Agata Adamczak
Founder, Lumii Advisory
What working with Lumii delivers.
- 01
AI strategy and responsible implementation roadmap
- 02
Digital customer onboarding and CX design
- 03
MarTech stack rationalisation and data strategy
- 04
Compliance-aware automation and workflow design
Further Reading
See how leading global businesses are using AI to transform their operations.
The disciplines we bring to financial services & fintech.
Ways to Engage
Three shapes to engage with Lumii — chosen around where you are.
Workshops
A half or full day to align leadership on what AI means for your business.
Learn more →Project Sprints
A fixed-scope engagement to deliver one measurable outcome in 6–12 weeks.
Learn more →Advisory Retainer
Ongoing senior counsel as your AI and digital strategy evolves.
Learn more →Not sure which fits? Every engagement starts with a conversation.
Book a Discovery CallLet's find your light.
Whether you're at the start of your digital transformation or deep into it — a single conversation with Lumii can change the trajectory.
Book a Discovery Call