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INDUSTRY EXPERTISE

Financial
Services

Stay Ahead. Control Risk. Optimize Everything.

Comprehensive data and AI solutions to help financial institutions grow, reduce exposure, and operate with greater efficiency.

0 %+
Improved
Time to Value
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Reliability
& Accuracy
0 X
Faster
Insights

Modernize
Legacy Systems

Lower costs with scalable platforms that free up resources and drive business growth.

Strengthen
Governance

Improve oversight, fortify controls, and reduce operational risk.

Ensure
Data Integrity

Ensure accurate, consistent, governed data powers every decision.

Operationalize
AI Adoption

Automate controls, process high-volume tasks, and unlock efficiency at scale.

PROVEN EXPERTISE

Stop Struggling with Legacy Systems. Start Unlocking Growth with Data.

Vector
Ellipse 77

Our expert approach maximizes data value, ensuring scalability, compliance, and a competitive edge.

Edenred
Stellar
BV-Banco
Data Platform
Modernization
Replace legacy systems with a modern data stack that reduces overhead, improves access, and supports growth across lines of business.
Unity Catalog
Migration
Centralize access, entitlements and audit trails in Databricks to meet regulatory requirements, and strengthen governance across regions and entities.
Data Governance
& Policy Implementation
Enforce firm-wide governance with automated policies and lineage. Meet regulatory standards, ensure audit readiness and compliant, reliable data use.
MLOps & DataOps
Enablement
Streamline model development for credit scoring, fraud detection and risk with automated, version-controlled pipelines, and monitoring frameworks.
Data Platform
Refactoring
Re-architect siloed or inefficient analytics platforms to reduce operational complexity and support real-time risk exposure, capital optimization, and faster reporting cycles.
AI Strategy
& Readiness
Assess enterprise AI maturity across business lines. Define a strategy to embed AI into decisioning workflows such as KYC, claims automation, investment recommendations, and personalized banking experiences.

Featured CASE STUDY

RESULTS

Data Platform
Modernization Saves
$1M and Delivers
99.9% Uptime

A global investment firm turned to Indicium to resolve critical issues in performance, governance, and cost efficiency after migrating to a modern data stack. We re-architected their Databricks environment, consolidated tooling, and implemented a scalable foundation for real-time analytics and growth.

0 %
Uptime
0 M
Annual Cost
Savings
0 %
Faster Pipeline
Development
0 X+
Reduction
Operational Costs

USE CASES

DATA & AI STRATEGY USE CASE

Data & AI Product Roadmap

Identify high-impact opportunities for AI and advanced analytics in areas like client segmentation, risk modeling, and operational automation. Define a roadmap aligned to business and regulatory priorities.

COST OPTIMIZATION USE CASE

Data Platform Cost Optimization

Reduce compute and storage costs by optimizing cluster usage, data pipelines, and architectural design to deliver measurable ROI without compromising performance or security.

DATA MESH USE CASE

Data Mesh Implementation

Empower lines of business with domain-specific access and ownership of data products to improve agility in credit, underwriting, customer intelligence, and trading operations.

AI/ML USE CASE

AI/ML Enablement & Self-Service

Build a governed environment for model development and experimentation to enable quants, risk analysts, and actuaries to develop models faster while maintaining firm-level controls.

AI COPILOT USE CASE

AI Copilots and Process Automation

AI-powered copilots and intelligent agents automate manual tasks, enhance decision-making, and support operations across fraud detection, compliance, underwriting, and servicing workflows.

FRAUD DETECTION USE CASE

Fraud & Risk Intelligence

Detect anomalies, flag suspicious activity, and strengthen risk models with AI to improve fraud prevention, credit risk scoring, and real-time transaction monitoring.

CUSTOMER 360 USE CASE

Customer Intelligence & Personalization

Use behavioral and transactional data to create dynamic customer profiles with AI that power hyper-personalized experiences, targeted offers, and optimized engagement across channels.

DYNAMIC PRICING USE CASE

Dynamic Pricing and Liquidity Scoring

Leverage AI-driven models to adjust pricing based on real-time market signals and individual risk factors. Forecast receivables to support liquidity solutions and margin growth.

PREDICTIVE MODEL USE CASE

Claims and Risk Prevention

Reduce claim volume and improve customer outcomes with predictive models that identify high-risk patterns, flag potential fraud, and trigger proactive interventions.

Financial Services Specialists

Turn Your Data
into A
Competitive Edge

United States

119 West 24th St.

New York, NY

Brazil

Avenida Paulista, 1374

São Paulo, SP

Rua Patrício Farias, 131 Florianópolis, SC

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