Financial services

From the first idea to full velocity.

From idea to impact

Digital transformation that drives sustainable, human-centred performance

With a clear understanding of the financial sector’s unique realities, Talsom supports you from identifying AI use cases to designing journeys and processes, through to change management. Our approach aligns strategy, technology, and people to boost performance and productivity.

How can we help?

Practical solutions to your specific challenges

The financial sector has already embarked on a major transformation, but the full potential of technology and AI has yet to be realized. Today, two-thirds of organizations report being stuck in the pilot phase of their AI projects, and only a quarter have the capabilities to move beyond proof of concept.

Behind these numbers lies a common reality: siloed processes, an overly fragmented approach, and difficulty aligning technology with human and organizational needs. The challenges are clear: do more with the same resources, increase operational velocity, and strengthen cross-functional collaboration without adding structural complexity.

Maintain velocity without increasing headcount

  • The sector faces a talent shortage—especially on the technical side. Teams must deliver more initiatives with the same resources, contend with manual processes and outdated tools, which extend timelines, increase error risk, and add pressure on operations.

Optimize your processes with AI

  • We help you reimagine your end-to-end business journeys to remove friction and standardize where it makes sense. By automating low-value tasks with copilots and AI tools embedded in target processes, you gain velocity and execution capacity—without increasing human workload.

Break down organizational silos

  • Siloed structures slow information flow, create redundancies, and dilute accountability. Teams move forward, but a lack of coherence slows decision-making. The result: fragmented performance and transformations that struggle to stick.

Build an integrated operating model

  • We map your cross-functional journeys to identify friction and dependencies, redefine inter-team interactions (roles, RACI, etc.), and establish unified governance. We create integrated collaboration models between business and IT, where alignment across processes, data, and platforms is reinforced by change management and targeted training. This breaks silos sustainably and increases the impact of your transformations.

Governance model transformation

  • When IT is confined to a support role, demand piles up, visibility is lost, and business priorities get diluted. Decisions come too late, delivered value is hard to demonstrate, and teams are caught between urgency, compliance, and operational continuity. The result: delays, cost overruns, and a disconnect with business units—just as the pressure to innovate intensifies.

Evolve IT into a strategic partner

  • We co-create a unified delivery model that aligns business and IT around shared objectives and joint accountability. Shared dashboards and standardized tracking tools make information available in real time. We structure governance, clarify roles, and equip effective steering. Backed by change management and training, this framework turns IT from a cost centre into a strategic partner, accelerating decision-making and execution.

Adopt AI in a structured, sustainable way

  • Many AI pilots stall at proof of concept: poorly prioritized use cases, unprepared data and processes, compliance risks insufficiently addressed, and uneven adoption. Initiatives then remain ad hoc, tools proliferate without a coherent plan, and ROI is hard to demonstrate.

Build a thoughtful, integrated AI roadmap

  • Talsom rethinks your processes and the target experience before any automation, then prioritizes high-impact, low-risk use cases. We help define governance and guardrails (security, compliance, ethics), structure your data, and embed copilots and AI solutions directly into workflows. Adoption is reinforced through pragmatic change management and targeted training that build capabilities and ensure lasting results.

Align technology and human transformations

  • Without buy-in and clear communication, digital initiatives generate resistance, change fatigue, and underutilization of solutions. Impacts on roles and skills are poorly anticipated, messages conflict, and operational priorities take precedence.

Maximize adoption through human-centred enablement

  • We orchestrate end-to-end support: assessment, stakeholder mapping, change management, and a targeted communications plan. We clarify roles and competencies to deploy hybrid learning paths and accelerate upskilling. Leaders are equipped, and adoption is tracked with tangible metrics (usage, satisfaction, value). Change management, organizational development, and transformational leadership come together to mobilize your teams and embed new practices for the long term.

Integrated infrastructure and governance

  • Regulatory and governance requirements demand greater rigour, granular traceability, and continuous controls—especially with the rise of AI. Disparate sources, uneven quality, and poorly managed access rights increase operational and compliance risks while slowing innovation. Without a shared framework, it becomes difficult to make sound decisions and turn information into tangible value.

Unlock the full value of your data while ensuring compliance

  • We implement unified governance: policies and controls embedding privacy and data protection by design, clearly defined roles and responsibilities, data quality rules, metrics, and data lineage/traceability. We modernize your data architecture (integration, security, access management) to ensure integrity and auditability. Adoption is reinforced through change management and targeted training. The result: reliable, well-governed, fully usable data—compliant and ready to power high-impact use cases.

Our Services

With a deep understanding of on-the-ground realities and a multidisciplinary expertise, we design tailored solutions adapted to every phase of the project, from planning to execution. And because successful transformation starts with people, we place the human element at the heart of everything we do.

1.

Organizational Strategy & Transformation

  • Strategic diagnostics, digital & AI roadmapping
  • Executive alignment, governance, and operating model design
  • Transformation of structures, practices, and organizational culture
  • Integration of innovation into core business strategy
2.

Technology Architecture

  • Application mapping, tech scouting, and AI opportunity exploration
  • ERP, CRM, HRIS, ATS and system selection
  • RFP writing support, requirements scoping, and evaluation of emerging solutions—leveraging our proprietary AI tools
3.

System Implementation

  • Deployment of large-scale systems (SAP, Infor, Workday, etc.)
  • Definition of target processes integrating automation and digital technologies
  • Full project support: governance, delivery, solution adoption
4.

Change Management

  • Cultural diagnostics and change management strategy
  • Complete toolkit: training programs, templates, personas, impact assessments
  • Stakeholder engagement, digital culture building, and post-go-live support
5.

Training

  • Customized learning programs (AI, ERP, change management)
  • Hybrid delivery formats (eLearning, hands-on workshops)
  • Skills development in leadership, innovation, and internal capabilities
6.

Client Experience

  • Client journey diagnostics and redesign in a digital context
  • Optimization of core processes (sales, production, support) using digital tools
  • Clarification of roles, team empowerment, and improved collaboration
Talsom experts

Industry expertise

At Talsom, there is no single path to transformation—there are as many as there are organizations. Every financial institution follows its own journey, shaped by its ambitions, culture, and maturity. Our role is to chart the most relevant course by mobilizing the complementary expertise of our teams.

Chantal Renaud Executive Director, Client Partner
Laurence Executive Director, Technology Strategy
Illéana Chauvin Advisor, Project Leadership
Testimonials Chantal Renaud Executive Director, Client Partner
Testimonials Laurence Krajewski Executive Director, Technology Strategy
Testimonials Illéana Chauvin Advisor, Project Leadership

Talsom combines organizational transformation expertise, technological know-how, and a human approach to support lasting change. Because lasting change starts with genuine listening, our tailored approach gives voice to legitimate concerns to better catalyze engagement and amplify the value of transformation projects.

The problem is that many organizations are still working with ageing technologies. It prevents them from modernizing, automating certain processes, and optimizing their operations.

Adopting more standard solutions means letting go of some of what you’ve mastered. It’s normal for that to feel daunting. Our role is to ease the transition, reassure teams, and show what these new tools deliver: reliability, interoperability, and longevity.

FAQ

Because the sector faces mounting pressure: regulatory requirements, intensifying competition, rising client expectations, and heightened cybersecurity risk. Digital transformation modernizes systems, secures data, improves the client experience, and accelerates innovation. At Talsom, we help define a pragmatic roadmap that aligns strategy, technology, and people to drive sustainable performance.

Start with projects that combine lower risk and high impact: automating repetitive tasks, fraud detection, predictive analytics, and enhanced client service. Talsom helps you prioritize use cases based on your business objectives and available data to demonstrate value quickly and build team confidence.

By optimizing processes and automating what can be automated. Embedding copilots and AI tools into existing workflows reduces manual tasks, speeds execution, and frees time for higher‑value activities. With Talsom, you increase your teams’ capacity without adding to their workload, while improving the quality and speed of deliverables.

By aligning governance, roles, and responsibilities around shared objectives. Integrated collaboration models streamline information flow and accelerate decision-making. Talsom co-creates a unified delivery model with your teams in which IT becomes a true strategic partner to the business.

By putting people at the centre of the initiative. Technology is a means, not an end. Leaders also play a crucial role in embodying change and mobilizing teams. At Talsom, we combine change management, organizational development, and leadership enablement to ensure sustained adoption and upskilling that generate value from deployment onward.

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