How can financial services firms address regulatory requirements, drive efficiency and create actionable insights from data?

Digital solutions from Dassault Systèmes enable financial services firms to overcome obstacles and stay ahead of the curve with a competitive edge. Learn more about our solutions below. 

Proxem Studio for financial institutions

Are financial institutions getting the most out of unstructured data?


Intelligent Customer Analytics

How do financial services firms know what their customers say about them? How can they manage internal and external data to generate actionable insights?


Leading financial institutions use Dassault Systèmes’ advanced artificial intelligence (AI), natural language processing (NLP) and machine learning (ML) solutions to understand client sentiment across surveys, emails, chats, social media and complaints in over 30 native languages. They can quickly configure solutions to identify trends or look for concepts across massive amounts of textual data, including contracts, manuals, claims, newsfeeds, maintenance logs and reports.  


Learn more about leveraging AI, NLP and ML to accelerate your business and get ahead of the competition.

Optimize customer insights with Proxem Studio

How can financial institutions fully understand customer sentiments?


Operational Resilience

Global regulators are converging on the need for financial services companies to achieve operational resilience, that is, to ensure that essential business services are up and running no matter what.


At Dassault Systèmes, we leverage best practices from industries such as aerospace and defense, where failure is not an option, to help banks and insurers model their operational infrastructure. An accurate virtual twin of the entire bank operating system – with all its dependencies, third parties and processes – meets regulations, enables robust testing, eases audits and reduces operational risk in application development and deployment. The ability to “see” and understand how complex operational ecosystems work drives efficiency and resilience throughout the enterprise.


How financial institutions can virtually optimize their business operations in a single secure platform

CATIA Magic > Banking and Insurance > Dassault Systèmes

Unleash the best of your financial services with our advanced enterprise modeling solution and achieve operational resilience

Virtual Twins: Pioneering Operational Resilience for Future-Ready Financial Services > Banking and Insurance > Dassault Systèmes

Discover how virtual twins are pioneering operational resilience for future-ready financial services


OUTSCALE, a Dassault Systèmes brand, is the only sovereign and sustainable operator of Trusted Business Experience, offering trusted technological environments to companies and institutions.


Cloud Sovereignty

Organizations are increasingly adopting specific measures to meet new regulations on data security, protection and compliance. Dassault Systèmes’ OUTSCALE solution provides ISO/IEC 27001-compliant cloud systems to help you store and process customer data while meeting European Union (EU) requirements. 

OUTSCALE Business Experience

Support your organization with AI, accelerate and automate your activities with Business Experience for Financial Services



Investment Compliance

Decrease your operational and regulatory risks using OUTSCALE Business Experience solution for Financial Services:

  • Regtech platform: regulatory activities management for custodian banks
  • KID for PRIIPs: KID generation and management for PRIIPs regulation
  • ESG for SFDR: ESG evaluation, preparation of reports for SFDR regulation
  • Financial Doc Reader: Automatic extraction of data from financial documents

Leading investment managers and fund administrators use advanced AI and ML technology to automate the creation of regulatory reports and offering documents. Our tool can also “read” investment guidelines and regulatory requirements to automate post-trade investment compliance, saving time and eliminating the risk of errors.

Dassault Systèmes Strengthens Its Business Experience for Financial Services Offering

by Integrating the Innova Regtech Solution

Data Centers: The Greenprint for Better Energy Efficiency

Leverage the virtual twin experience to optimize all sustainable data center innovation strategies and achieve energy-efficient outcomes.


High-performance Facilities Management

Dassault Systèmes supports financial institutions to sustainably build, maintain and manage data centers and office buildings. Our solutions help optimize heating, ventilation and air conditioning (HVAC) systems while reducing power consumption and decreasing your carbon footprint. You can virtually test and simulate new configurations of servers, offices, trading floors and renovations to reduce risks, lower costs and validate prototypes for construction before you build or renovate.


Find out how to build sustainable and optimized infrastructure.


Learn more about the High Performance Data Center solution and create an Integrated Built Environment.

Banking digitization: enrich the everyday lives of your teams and customers

without sacrificing human relationships.


Business Process Management

Leverage the power of virtual twin technology embedded within the 3DEXPERIENCE® platform to easily and quickly model, execute and track your business processes. You can also benefit from tailored monitoring and reporting dashboards that provide personalized insights.


Learn how to foster collaboration across your customized business processes, enriched with comprehensive audit trails and robust management reporting.

Discover more

Explore Featured Solutions for Banking and Insurance