Upcoming Webinar Revolutionizing underwriting clearance: a groundbreaking AI solution unveiled
November 12 at 8 AM PT   |   11 AM ET  
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  Everest Group IDP
             PEAK Matrix® 2022  
Indico Named as Major Contender and Star Performer in Everest Group's PEAK Matrix® for Intelligent Document Processing (IDP)
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INDUSTRY

Financial Services

Mitigate risk and improve the customer experience with the Indico Data intelligent document processing solution.

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Who’s IN with Indico Data

Many of the industry’s leading financial services and fintech companies choose Indico Data to free their experts from tedious, manual tasks, allowing them to deliver more business value. On average, Indico customers reduce process cycle time by 85% while increasing process capacity by a factor of four.

Speed or accuracy:
choose two

For too long, financial services organizations have been forced to compromise. Legacy intake solutions have forced them to choose between speed and accuracy, weighing risk versus revenue. With Indico Data’s AI-driven technology, now you can automate intake workflows for even the most unstructured document types. So you never have to choose between speed and accuracy again.

Automate to unlock
new opportunities

Discover how world-class organizations like Chatham Financial are reducing risk, accelerating revenue, driving out costs, increasing capacity and capturing new opportunities through intelligent intake.

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Turn intake chaos into clarity

Indico Data’s award-winning artificial intelligence solution gives document-intensive industries the best of all worlds, enabling data-driven decision-making, with unparalleled speed and at enterprise scale.

Drive
revenue

Dramatically reduce processing time and seize more revenue generation opportunities.

Increase
efficiency

Free up underwriters, lawyers, adjusters, and others for higher-value work.

Satisfy
customers

Dramatically accelerate response times in underwriting and claims.

Indico makes
intake intelligent

What’s IN with IndicoWhat’s OUT with Alternatives
Accurate, automated processes that keep people “in the loop”
Error-prone manual work
Seamless multi-channel, multi-document intake in any format
Automation technology that can’t read unstructured documents
Rapid, informed decisions
Protracted, information-poor decisions

Use cases

Know your customer

Automate extraction of KYC information, ownership levels, the legal entities, and other information and match with records. Classify companies or clients into different risk pools.

Commercial mortgages

Automatically flag issues in financials so supplemental information can be requested early. Accelerate credit memo creation and covenant monitoring by streamlining spreading financials, abstracting leases, reviewing appraisals, and more.

Trade order confirmations

Every trade requires matching the call notes with the faxed confirm. Automatically match the details with the confirm, flag issues, and enter the data into trade systems.

Better outcomes, delivered

Resources

Blog

Gain insights from experts in automation, data, machine learning, and digital transformation.

Unstructured Unlocked

Enterprise leaders discuss how to unlock value from unstructured data.

YouTube Channel

Check out our YouTube channel to see clips from our podcast and more.