Digital transformation in financial services is reshaping the sector — but success isn’t guaranteed. Lessons from the front line show that winning strategies start with business outcomes, build on strong data foundations, address cultural barriers early, and deliver change in measurable, customer-focused phases. In a fast-moving market, execution discipline and cultural alignment are as critical as the technology itself.

Intelligent Document Processing (IDP) is transforming how organisations handle unstructured information. By combining AI, OCR, and natural language processing, it automates the extraction, validation, and routing of data from invoices, contracts, medical records, and more. Financial services, legal, healthcare, and back-office operations are seeing processing times drop from days to minutes, accuracy rates above 90%, and smoother workflows — all with minimal disruption to existing systems.