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Financial Institutions

Innovations in financial technologies, the rise of big data analytics, and the increasing demand for personalized financial services are transforming the financial sector. 

Major shifts, such as the rapid advancements in artificial intelligence and the growing utilization of predictive analytics, are dramatically transforming the healthcare landscape. These technologies are enabling more personalized care and improving the efficiency of treatment protocols. Le Marais Advisory equips healthcare organizations to leverage these powerful tools effectively, ensuring they can compete and thrive in an increasingly data-driven era. By integrating AI and predictive analytics, we help these organizations enhance diagnostic accuracy, optimize patient management, and foresee health trends that inform better decision-making. Our strategic guidance supports long-term competitiveness and sustainability in a sector where technological proficiency increasingly defines success.

Our Financial Services Expertise



Optimize critical banking operations, from customer service delivery models to risk management—and create a ready-to-build foundation for innovation and growth.


Credit Unions

Enhance key operational functions within credit unions, from improving customer service frameworks to bolstering risk management strategies—and lay a robust groundwork for sustained innovation and growth.

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Capital Markets

Drive transformation with global scale and data-driven insights. Reimagine business models and customer experiences while improving operational efficiency. 

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Enable continuous innovation in a market that sees new entrants daily. Scale with confidence on the cloud built for the most security-sensitive enterprises and applications.

How We Support Companies in the Financial Services Industry

At LMA, we work across the health care value chain to help our clients navigate their most pressing challenges, including:

  • Fraud Detection and Prevention: Implement advanced machine learning models to identify and prevent fraudulent activities in real-time, enhancing security for transactions and sensitive data.

  • Risk Management: Utilize AI to perform more accurate risk assessments and credit scoring, helping financial institutions make better-informed lending decisions and manage portfolio risks effectively.

  • Regulatory Compliance: Deploy AI tools to ensure compliance with ever-changing financial regulations, reducing the risk of fines and legal issues while streamlining compliance processes.

  • Customer Personalization: Use AI to analyze customer data and deliver personalized banking experiences, product recommendations, and financial advice, thereby increasing customer satisfaction and loyalty.

  • Chatbots and Virtual Assistants: Integrate conversational AI into customer service channels to provide quick and reliable assistance, reduce response times, and improve overall customer engagement.

  • Predictive Analytics: Leverage predictive models to forecast market trends, customer behavior, and potential financial crises, allowing firms to take proactive measures rather than reactive ones.

Get started quickly with an AI strategy briefing, Discover where AI can make the biggest impact and how LMA can elevate your AI investments.

Featured Client Success Story

Image by Ferran Fusalba Roselló

Strategy | Conversational AI | Predictive Analytics

Modernizing a Wealth Management firms Contact Center

We recently modernized the contact center of a prominent wealth management client by integrating conversational AI and predictive analytics. This initiative, aimed at enhancing the 'Voice of the Customer,' utilized advanced conversational AI to provide immediate, nuanced responses to client inquiries, significantly improving customer satisfaction and engagement. Simultaneously, our implementation of predictive analytics allowed the firm to proactively address common client issues and queries, which dramatically reduced overall call volumes.


in run rate savings.

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Predictive Modeling for Fraud

Fraud Waste and Abuse at our Public Sector Client

We spearheaded a pivotal project for a veterans affairs organization aimed at combating fraud, waste, and abuse through the deployment of predictive modeling. Our tailored predictive analytics framework was designed to meticulously scan and analyze transactional data to identify patterns indicative of fraudulent activities. This proactive approach significantly heightened the organization’s ability to preemptively flag and investigate suspicious cases before they escalated into more significant issues.


in fraudulent payments stopped

Recent Projects

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Contact center modernization

We developed a state-of-the-art contact center solution that leverages AI to enhance customer service efficiency and satisfaction. By integrating advanced speech recognition and natural language processing technologies, we enabled the system to understand and respond to customer queries with higher accuracy and speed.

Fraud, Waste & Abuse

Implemented a comprehensive fraud detection Center of Excellence and built a system for our public sector client aimed at identifying and mitigating instances of fraud, waste, and abuse. Utilizing machine learning algorithms, the system analyzes patterns and anomalies in claims data to flag potentially fraudulent transactions.

finance analytics
Markov Models

In a project designed to optimize the management of student loans, we employed Markov models to predict borrower repayment behaviors and assess the risk of default. By categorizing borrowers based on their repayment history and demographic data, we developed a state transition model that could predict the likelihood of moving from one repayment state to another (such as on-time payments, delinquency, or default).


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Where we've made an impact

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Take the next step

Get started quickly with an AI strategy briefing, Discover where generative AI can make the biggest impact and how LMA can elevate your AI investments.

Unlock AI’s full potential with a strategy session

Attend an AI strategy session to take the first step towards unlocking the full potential of generative AI at scale. Collaborating with our experts, you’ll learn:


  • How to adopt and scale AI safely yet efficiently across your enterprise 

  • How organizations like yours are gaining business value from generative AI in a priority use case

  • How to progress quickly from strategy to pilot to scale

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