INDUSTRIES

Financial Services

Building the future of financial services for the era of AI, where interfaces are natural and intelligent, business processes are efficient and automated, and every customer interaction delivers value and enhances your organization’s intelligence.

Blend360

Challenges
We Help Solve

We co-create innovative solutions that drive meaningful impact

Driving organizational readiness and change through AI talent solutions

<hr></hr>

Building strategic AI-enabled applications

<hr></hr>

Breaking data silos and responsibly democratizing data access with data and ML operations

<hr></hr>

Accelerating the transformation of FSI marketing and digital channels with data science, data analytics and Agentic AI

<hr></hr>

Transform business intelligence, drive new growth, and empower sales and client service personnel through AI-enabled dashboards, analytics, and automated agents

<hr></hr>

Our Clients

Areas We Specialize In

Wealth Management

We help wealth management firms evolve from standardized approaches to hyper-personalized, AI-powered strategies that integrate fragmented data into conversational interfaces, enabling "superhuman advisors" to focus on client relationships while AI handles research and administrative tasks.

Cards & Processors

We transform payment providers from passive data custodians to AI-powered recommendation engines that shape customer behavior, enhance underwriting while controlling risk, and generate new revenue through real-time decisioning and predictive insights.

ThoughtLeadership

Focused on data-driven strategies
that boost performance and growth

Explore our thought leadership

Blend's Financial Services Advisory Board

Our Financial Services Advisory Board brings together distinguished industry leaders who provide strategic guidance on AI transformation, shaping our innovative solutions while connecting clients to cutting-edge thinking at the intersection of finance and technology.

Alex Sion
Financial Services Lead at Blend
Brett King
Futurist and Author of Bank 2.0, 3.0, Augmented
Donie Lochan
Former CTO, Invesco
Donald Chestnut
Former CXO, Mastercard & General Motors
Kabir Sethi
Former CPO, LPL and Merrill Lynch
Rob Lee
Head of FIS Ventures

Our Partners

Results That Matter

36%
Increase in Banks Digital Program Acquisition Rate
64%
Increase in Conversion Rate Using Automated Lead Scoring
80%
Accuracy in Customer Service Call Classification, improving customer experience and reducing resource cost
400%
Improvement in CP loans booked

What People Say About Us

leftright
quote
The best thing about working with Blend360 is the people - they are smart, friendly, hard-working individuals with real-world, industry experience and they make a difference on our behalf every day. They make it easy to do business together and we love working with them!
— F100, Finance Services Company
quote
I'm very pleased with Blend360 team. They design the capability to be very complementary without much redundancy. They are clear about what they do and what they don't do. Team has deep expertise from top to bottom. They helped us shorten the time on many analytics tasks. Highly recommend if you need access to a very experience data science team.
— Finance Services Company
quote
Blend is one of the best teams I've had the opportunity to work with. They are excellent at interpreting my needs and explaining complex problems in layman's terms. Their broad experience has set them up as thought leaders even on projects not directly related to work we are doing with them.
— Finance Services Company
quote
Everyone I have interacted with at Blend seem to have a vested interest in making sure my company's relationship is successful.
— F100, Finance Services Company
quote
Talented people, great responsiveness, extra support, quality output
— F500, Finance Services Company
quote
Very flexible and understands our company and needs very well.
— F500, Finance Services Company
quote
Very flexible and understands our company and needs very well.
— F500, Finance Services Company
quote
The people! So friendly, motivated, and quick to action on our asks.
— F500, Finance Services Company
quote
The Blend team are extremely knowledgeable, professional, flexible and thoughtful partners that put clients' best interests at the forefront of every transaction.
— F500, Finance Services Company
quote
Blend listened to what we were trying to achieve so that we were clear about the goals of our project. They executed as asked and refreshed reports as our needs evolved. Also, I found them to be very easy to work with.
— F500, Finance Services Company
quote
Blend360 was very helpful outlining our integration and future data strategy needs. Their assessment and solutions were on target. Deliverables were on accurate and on time.
— F1000, Finance Services Company

Our
Approach

Challenges we help solve