Smart Money Solutions
Financial systems that work like they should: intuitive, efficient, and ahead of the curve.
Empowering Financial Excellence Through Technology
Indium leverages Gen AI and digital engineering solutions to transform financial services operations, delivering comprehensive technology solutions that drive efficiency and innovation across the financial spectrum.
With industry expertise, we specialize in modernizing assets, wealth management, and alternative assets, serving them through advanced analytics, cloud solutions, and AI-driven insights. We streamline operations, enhance risk management, and create seamless digital experiences that allow financial professionals to focus on what matters most: growing and protecting the clients' wealth.
Complete Financial Workflow Solutions
- Front-Office Functions
- Middle-Office Functions
- Back-Office Function
We implement and support leading platforms like Charles River and BlackRock Aladdin to compliance reporting with seamless data integration and quality controls.
Our proprietary teX.ai accelerator extracts and analyzes key insights from financial documents and reports, delivering 40% faster processing, 90% accuracy, and 45% reduction in manual work.
We deliver intelligent robo-advisory solutions and conversational bots that help relationship managers quickly extract critical information from complex legal documents, enhancing client service and decision-making.
Our real-time analytics platform identifies fraudulent transactions and complex risk patterns, with automated algorithms that support anti-money laundering and comprehensive risk management.
Advanced benchmarking tools that compare portfolio results against market standards and generate comprehensive performance reports for informed decision-making.
AI/ML-powered solutions optimize trade execution by analyzing liquidity, pricing, and speed while minimizing slippage, latency, and transaction costs.
Our data fabric platform seamlessly connects disparate systems, enabling smooth data flow across your financial infrastructure with advanced virtualization, governance, and lakehouse architecture.
Automate collateral selection, validation, and real-time position tracking while optimizing liquidity.
Advanced analytics and machine learning algorithms analyze market trends and historical data to deliver accurate pricing models and future valuation predictions.
Streamlined ESG and regulatory reporting with automated data ingestion, validation, and custom report generation built on a scalable, enterprise-grade architecture.
Intelligent automation identifies, flags, and resolves discrepancies while eliminating manual matching processes to ensure data accuracy and operational efficiency.
We modernize document workflows with secure single sign-on integration and automated data processing, enabling seamless integration with wealth management platforms through dynamic web interfaces.
Our RPA solutions automatically populate SWIFT forms for corporate actions (MT566) and settlement messages (MT540-544), while AI-powered analytics predict potential settlement issues using historical data patterns.
AI/ML-powered solution analysis of historical data to predict and prevent potential issues. With advanced data analytics capabilities to deliver comprehensive settlement improvements.
From infrastructure assessment to complete migration, we optimize your cloud journey with cost-effective FinOps strategies, seamless data migration, and rapid deployment capabilities across all major cloud platforms.
Convert physical documents through OCR technology, create automated reporting dashboards using PowerBI and Tableau, and build modern settlement systems through low-code application development and advanced data analytics.
Agentic AI for Financial Services
From Personalized Customer Journeys to Intelligent Risk Mitigation
Autonomous Financial Coaching with Human Oversight
Our solutions help build personalized journeys in which automated agents assist users in budgeting, saving, and investing while ensuring expert advisors validate critical, high-impact decisions.
Agentic Capability – Intelligent systems trigger timely actions like personalized alerts and recommendations, but leave high-stakes decisions for expert review.
Human-in-the-Loop – Experienced advisors validate and fine-tune recommendations, ensuring accuracy, compliance, and user confidence.
Agentic AI-Guided Lending Decisions with Escalation Protocols
At Indium, intelligent agents handle data gathering and preliminary decisions, while loan officers stay in the loop to review edge cases and validate high-impact recommendations before final sign-off.
Agentic Element - AI autonomously gathers data, scores risk & drafts decisions.
Human-in-the-loop - Loan officers review edge cases & override when needed.
Proactive Compliance Monitoring Agents
Regulatory compliance demands round-the-clock monitoring, and this is where Indium’s capabilities shine. AI-powered agents continuously scan transactions and communications, flagging anomalies and preparing detailed reports in real time.
Agentic Element - AI autonomously identifies anomalies & prepares documentation.
Human-in-the-loop - Compliance officers review & submit findings.
Adaptive Fraud Response Agents
Indium enables AI-driven agents to identify suspicious patterns instantly, flag risky transactions, and initiate temporary account freezes to contain threats.
Agentic Element - AI acts immediately to contain threats.
Human-in-the-loop - Fraud teams validate actions & restore services.
Autonomous Scenario Simulation for Strategic Planning
Using predictive modeling, Indium’s AI-driven agents simulate multiple market scenarios, analyze potential outcomes, and propose data-backed strategies from asset allocation to risk hedging.
Agentic Element - AI generates actionable strategies based on predictive modeling.
Human-in-the-loop - Executives assess & approve strategic shifts.
Personalized Rating Justification Reports
Indium’s AI-powered agents draft customized rating justification reports for every entity, ensuring speed and consistency.
Agentic Element - AI generates & distributes reports autonomously.
Human-in-the-loop - Analysts validate the rating decision itself; report generation is automated.
Methodology Backtesting and Validation
Our solution enables AI agents to continuously backtest methodologies against fresh datasets, spotting potential bias, drift, or weaknesses early.
Agentic Element - AI autonomously identifies weaknesses & proposes updates.
Human-in-the-loop - Methodology board reviews & approves changes.
The Future of Finance Transforming Asset Servicing Through AI
Predictive Analytics in Corporate Action Optimization
Our ML models analyze historical market patterns and participation rates to deliver precise insights for corporate action strategies. Identifying optimal response timing and predicting market behavior, we help maximize returns while minimizing risk exposure.
Security Lending
Automated matching algorithms intelligently pair available securities with borrower requests in real-time. Our AI-powered system optimizes lending opportunities by analyzing market demand, credit risk, and return potential to maximize revenue generation.
Intelligent Settlement Netting
An AI-powered loan matching system that streamlines settlement processes by automatically pairing available securities with borrower requests. This accelerates transaction cycles, minimizes manual intervention, reduces counterparty risk, and optimizes capital utilization.
Settlement Failure Prevention
Real-time AI monitoring detects discrepancies and predicts potential issues before they impact operations. ML algorithms analyze transaction patterns to recommend preemptive actions, including collateral adjustments and trade prioritization, significantly reducing settlement failures.
AI/ML Based Solutions for Asset & Wealth Management
Indium partners with firms to tackle complex challenges, helping them bring clarity, efficiency, and personalization across the financial journey through advanced solutions.
Supervised Machine Learning
Unsupervised Machine Learning
Reinforcement Machine Learning
Supervised Machine Learning
Alpha Generation
Identify undervalued stocks based on financial statements and market data.
Alpha Generation
Exploit inefficiencies in various markets. Models analyze vast amounts of data.
Portfolio Construction and Optimization
Optimize portfolio based on client risk tolerance, investment goals & market conditions.
Portfolio Construction and Optimization
Automate portfolio rebalancing to maintain target risk levels.
Client Management and Personalization
NLP to analyze client conversations & predict investment preferences.
Client Management and Personalization
ML model to identify clients at risk of churn based on transaction history & behavioral data.
Fraud Detection and Compliance
Analyze txn data for anomalies & suspicious patterns.
Unsupervised Machine Learning
Client Segmentation and Risk Profiling
Clustering to segment clients based on investment styles, risk tolerance & financial goals.
Client Segmentation and Risk Profiling
Identify clients deviating from their typical investment patterns, potentially indicating fraudulent activity or changes in risk tolerance.
Market Trend Analysis
Principal Component Analysis (PCA) can extract key factors from complex market data.
Market Trend Analysis
Simulate various market scenarios based on historical factors. Stress-test investment strategies.
Document Summarization & Regulatory Compliance
Topic modeling can automatically summarize financial documents and reports.
Document Summarization & Regulatory Compliance
Identify unusual language patterns in reports, potentially indicating regulatory violations.
Operational Efficiency
Identify unusual patterns in network traffic, potentially indicating cyberattacks.
Reinforcement Machine Learning
Algorithmic Trading with Hybrid Approaches
Identify previously overlooked trading opportunities.
Algorithmic Trading with Hybrid Approaches
Generate trade ideas & optimize execution strategies.
Portfolio Optimization with Constrained RL
P.O. considering constraints like risk tolerance & investment mandates.
Portfolio Optimization with Constrained RL
The system learns from its experience in RT trading, using its strategies to generate alpha returns.
Real-time trading
Leverages RL for real-time decision making, dynamically adjusting bid-ask spreads & order book management.
Real-time trading
RL algorithms for high-frequency trading (HFT). Makes rapid trading decisions at millisecond scales.
Hybrid approaches combining RL with other techniques
Combine ML & traditional quantitative methods to create even more powerful investment strategies.
Success Stories
Real Stories, Real Impact
Futuristic Data Platform for a Large Financial Services Company
We engineered a next-generation, cloud-native data platform for a large financial services company to break down data silos and enable real-time analytics. This futuristic solution gave them AI-driven insights, significantly improving data processing speed, operational efficiency, and strategic decision-making capabilities.
Read More
Powering a Leading Asset & Wealth Management Firm: How Indium Transformed Front Office Application Support & Management
We revolutionized front-office support for a wealth management leader by implementing proactive monitoring and automation. This strategic shift slashed resolution times and eliminated critical application downtime. The transformation empowered financial advisors with ultra-reliable tools and significantly boosted operational efficiency.
Read More
Revolutionizing Financial Reporting with AI-Driven Automation and Seamless Integration
Engineered an intelligent automation solution that revolutionized our client's financial reporting workflow. We eliminated manual processes and reduced errors by leveraging AI for data extraction and integration. This transformation delivered faster, more accurate financial insights and significant operational efficiency gains.
Read More
Transforming Wealth Management for the World’s Wealthiest
Modernized a premier wealth management firm's legacy platform. We engineered a scalable, cloud-native solution that streamlined portfolio tracking and client reporting. This enhanced operational efficiency and provided their high-net-worth clients with secure, real-time access to their investments.
Read MoreFresh Takes and Insights
Decoding trends, one byte of knowledge at a time.
