Decision Intelligence Agents for Financial Institutions
Enterprise Grade AI Financial Advisor PlatformBuilding an AI-driven Finance Decisioning Platform for FS clients, unifying ERP, treasury, and credit data so banks and NBFCs can forecast cash flow, manage liquidity, and make faster, ROI-driven financial decisions.
Problem
The client is developing a Decision Intelligence Platform for banks and NBFCs to enhance financial forecasting, working capital analytics, and ROI alignment. The company needed a scalable AI engine to harmonize fragmented ERP, transaction, and credit data, enabling its clients to make faster, data-driven financial decisions.
Approach
Intellectyx built an AI-driven Decision Intelligence framework on GCP that unified ERP, treasury, and credit data into a single financial model. Using Gemini-powered Agentic AI orchestration, it automated data ingestion, validation, and normalization; applied Vertex AI models for cash flow forecasting, credit exposure, and liquidity optimization; and delivered real-time, scenario-based insights via interactive Looker dashboards—enabling faster, compliant, and ROI-driven decisions for financial institutions.
Agents We Created
Specialized AI agents engineered to automate and optimize business operations.
See It In Action
A look inside the Decision Intelligence platform our AI agents power.
Tools Used
Cutting-edge technologies powering intelligent automation.
LangChain
LangGraph
Gemini
Google Big Query
Google Cloud
Outcome Metrics
Measurable impact delivered through intelligent automation.
Faster financial decision cycles for end clients
Higher cash flow efficiency through predictive insights
Reduction in manual data preparation effort
Scenario modeling across treasury and credit functions
Anomaly detection and liquidity forecasting
ROI visibility for finance teams across the client base
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