AI-Driven Development Wealth Management Solution
Perficient, Inc. · Finance & Accounting
Certification per AWS Marketplace.
Evidence tier Source Confirmed · 4 captures on record
What the publisher says
As described on AWS Marketplace.
Every financial services engineering team has adopted AI tools. Few have fundamentally changed how software gets built. Coding assistants accelerate individuals, but they don’t transform teams. The real opportunity is to double or triple delivery velocity while improving quality, compliance, and audit traceability. That requires a new development operating model, not another tool.
The Perficient AI-Driven Development Solution for Financial Services embeds an AI-First Engineering Pod, a three-person Perficient team, directly into your existing feature development team. This pod implements the AI-DLC methodology through a structured three-month adoption program. AI generates specifications, requirements, designs, source code, tests, and documentation at every stage, while human teams retain control and approval authority at each governance gate.
Show the rest of the publisher’s description (15 more lines)
The AI-DLC architecture operates across three integrated layers:
**Methodology Layer**
Delivery is structured around Bolts. A Bolt is a fully traceable, independently deployable unit of business functionality, typically completed in hours to a few days. Each Bolt includes complete artifact generation, including requirements, design, code, tests, and documentation, along with enforced quality gates and documented human approvals. Bolts are designed to be production-ready increments that are measurable for velocity, quality, and compliance outcomes.
**Tooling Layer**
The solution integrates leading AI and DevSecOps tooling, including Kiro, Claude Code on AWS Bedrock, Steering Files, Snyk for security scanning, SonarQube for code quality, CI/CD pipelines, Jellyfish for engineering metrics and ROI tracking, AWS DevOps and Security Agents, Amazon SageMaker, and AWS Bedrock.
**Artifacts Layer**
Each Bolt produces a complete, audit-ready artifact set, including requirements, non-functional requirements, user stories, test cases, infrastructure-as-code scripts, system documentation, and decision and audit logs. This ensures full traceability from requirement through deployment.
The engagement progresses through four phases:
- **Week Zero**: Platform scoping, AI-DLC planning, ISV tooling recommendations, and team onboarding
- **Month 1, Foundation**: Core AI-DLC practices established, steering files configured, and first production-ready Bolt delivered
- **Month 2, Maturity**: Client team leads ceremonies, quality gates are consistently enforced, and Bolt throughput increases
- **Month 3, Independent Operation**: Full ownership of the toolchain is transferred, and a repeatable playbook is delivered to scale across additional teams
Purpose-built for financial services organizations, with particular depth in wealth management, banking, insurance, and regulated platforms. The solution addresses industry-wide requirements for availability, security, regulatory compliance, and auditability, while supporting domain-specific needs such as fiduciary responsibility, transaction integrity, and customer data protection.
AI-DLC steering files are pre-configured with financial services compliance frameworks, including SEC, FINRA, SOC 2, ISO 27001:2022, PCI DSS, and HIPAA, enabling teams to embed regulatory requirements directly into the development lifecycle.
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.
Highlights
Highlighted by the publisher on AWS Marketplace.
Double or triple delivery velocity: Feature teams deliver multiple Bolts (independently deployable increments) per 2–3 week cycle, with each Bolt typically completed in hours to a few days. Each Bolt is fully tested and documented, outpacing traditional Agile even when augmented with standard coding assistants.
Built-in compliance and audit traceability: NFRs, including performance SLAs, security, data retention, and explainability, are defined and verified every Bolt, with traceable decision history from business intent through production deployment
Three-month embedded adoption program: Perficient's AI-First Engineering Pod embeds directly into your team, transitioning from Pod-led ceremonies in Month 1 to full client-owned independent operation by Month 3
Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
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