AI-Driven Development Wealth Management Solution

Every financial services engineering team has adopted AI tools. Few have fundamentally changed how software gets built. Coding assistants accelerate individuals, but hey don't transform teams. The real opportunity of doubling or tripling delivery velocity while simultaneously improving quality, compliance, and audit traceability requires a new development operating model, not another tool.

The Perficient AI-Driven Development Wealth Management Solution embeds an AI-First Engineering Pod (a three-person Perficient team) directly into your existing feature development team, implementing the AI-DLC methodology across a three-month adoption program. AI directly generates specifications, requirements, designs, source code, comprehensive tests, and documentation at every stage. Humans maintain control and approval authority at every gate.

The AI-DLC architecture operates across three integrated layers. The Methodology Layer structures delivery around Bolts which are independently deployable increments delivered every 2-3 weeks with full artifact output and human approval at every gate. The Tooling Layer includes Kiro, Claude Code on AWS Bedrock, Steering Files, Quality Gates (Snyk security, SonarQube code quality), CI/CD Pipeline, Jellyfish AI ROI metrics, AWS DevOps Agent, AWS Security Agent, Amazon SageMaker, and Bedrock. The Artifacts Layer produces a full set every Bolt including requirements, Non-Functional Requirement (NFR) definitions, user stories, test cases, infrastructure scripts, system documentation, and audit and decision logs.

The engagement progresses through three phases. Week Zero covers platform scoping, AI-DLC planning, ISV tooling recommendations, and team onboarding. Month 1 establishes the AI-DLC Foundation with ceremonies defined, steering files configured, and the first shippable Bolt delivered. Month 2 achieves AI-DLC Maturity as the client team leads ceremonies with full quality gates enforced. Month 3 reaches Independent Operation with full toolchain ownership transfer and an adoption playbook for scaling to additional teams.

Purpose-built for financial services organizations, with particular depth in wealth management, banking, and regulated platform environments, where platform availability, regulatory compliance, and fiduciary obligations are non-negotiable. AI-DLC steering files are pre-loaded with FSI compliance requirements covering SEC, FINRA, SOC2, ISO 27001:2022, PCI, and HIPAA.

Delivered by Perficient, a Top 1% AWS FSI Partner holding both Premier Tier partner status and the AWS Financial Services Competency designation, with 250+ AWS-dedicated consultants and lighthouse wealth management customers. This offering co-sells with AWS and is eligible for AWS funding programs.