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Modernizing finance: Insights from a platform engineering leader

Robert Curlee profile picture.

Robert Curlee

Product Marketing Manager

6 min read

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We recently sat down with a Platform Engineering leader at a major financial services institution to discuss the realities of modern software development in their highly regulated, distributed environment. Their conversation provided invaluable insights, emphasizing the strategic priorities and necessary tooling required to manage risk, accelerate development, and safely adopt AI.

The strategic pivot: cloud, compliance, and next-gen governance

This institution’s journey reflects the urgent, industry-wide need to govern distributed developer workforces, protect sensitive data, and modernize their software supply chain. Their core platform strategy revolves around several key movements:

  • Cloud migration and compliance: Moving from a legacy on-premises solution to the cloud was essential to support a geographically distributed workforce and simplify the security surrounding external collaboration. This transition is heavily driven by the need to meet evolving compliance mandates.
  • Platform engineering vision: The platform team’s primary mission is to create seamless developer experiences and provide flexibility, enabling their internal customers to manage what they can on their chosen DevOps platforms.
  • The urgency of AI adoption: The institution is prioritizing new technologies like AI code generation. However, given the sensitive nature of their work, this adoption is coupled with a critical mandate to balance the speed of AI with deterministic verification and security.

Core challenges and the demand for smarter automation

Our discussion highlighted key pain points where platform tooling must evolve to meet the challenges of next-generation SDLC governance. For this financial services leader, the bottleneck is no longer code generation, but the verification and operational speed of the platform itself.

1. Eliminating the review bottleneck

The push to adopt AI has accelerated code generation, creating a critical review bottleneck that strains existing processes. To successfully harness AI, the organization requires a comprehensive solution for automated, integrated code quality and code security:

2. Scaling platform automation

To escape the AI engineering productivity paradox, where faster code generation is negated by manual verification processes, platform operations must be highly automated and scalable.

  • Reducing toil: The platform team is currently bogged down by a high volume of manual project setup and developer onboarding requests. Automation must be applied to these processes to accelerate developer velocity.
  • IaC and configuration: They require robust coding tools for platform configuration at scale, such as a fully supported Infrastructure as Code (IaC) solution, to streamline new project provisioning.

3. Granular governance and compliance

In a highly regulated sector, control and auditability are paramount. The institution’s governance needs require precision that legacy tooling often cannot provide.

  • Fine-grained control: Granular role and permissions management is critical for security, allowing the platform team to grant minimum necessary access for activities like managing a single Quality Gate or performing a one-off action.
  • Centralized standards: The ability to synchronize user and permission settings with their Git hosting platform is an ideal state for ensuring organizational security and quality policies are applied consistently across all code, developer-written and AI-generated alike.

The takeaway for platform and development leaders

These insights underscore a crucial truth for the enterprise software ecosystem: realizing the value of AI-driven development requires rigorous investment in the "verify" component of the workflow.

For Sonar, this means treating our APIs, SDKs, and platform automation capabilities as a first-class product. By focusing on providing professional-grade tools for the platform engineering team and helping them embed integrated code security and code quality earlier and more effectively, we solidify our position as the trusted verification layer for AI code, helping large, regulated organizations accelerate without compromising their codebase health.

Moreover, this face-to-face engagement also highlights why onsite visits with Sonar customers is so important. It's a key opportunity to answer their burning questions and truly understand what they need next. 

If you would like to volunteer for the Sonar Team to join you in a future onsite visit, we would invite you to reach out to your Sonar account manager and mention our product research team.

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