Decision Intelligence Agents for Financial Institutions
Enterprise grade AI-Financial Advisor Platform
Building an AI-driven Finance Decisioning Platform for FS Clients
Problem
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
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
Financial Data Orchestrator Agent
Decision Intelligence Agent
Predictive Forecasting Agent
Agent and HLIP Orchestrator
Compliance & Governance Agent
Insight Narrator Agent
Tools Used
Cutting-edge technologies powering intelligent automation
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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