Comprehensive Solutions for Financial Performance

Our solutions address the full spectrum of financial institution challenges: from revenue integrity to treasury optimization.

Revenue Assurance

The Problem

You're Losing 2-5% of Earned Revenue

Banks lose millions to billing errors, pricing inconsistencies, and system gaps. Manual review can't scale to millions of transactions.

What We Find:

  • Unbilled services and missed fees

  • Unauthorized pricing exceptions

  • System integration gaps

  • Incorrect rate applications

  • Expired promotional pricing still applied

Common Indicators of Revenue Leakage:

  • Increasing number of channels for same product / service

  • Non-uniform application of rules across all channels

  • Complex pricing rules / multiple pricing tiers

  • Manual charges / operational & human errors

  • Mergers & acquisitions or product expansion

  • Limitations in CBS and product processors

  • No automated mechanism to identify income leakage

The Solution

AI-Powered Detection & Automated Recovery

We combine machine learning, banking domain expertise, and automated workflow to find, recover, and prevent revenue leakage.

How It Works:

  1. Diagnostic - Short assessment to identify indicators of leakage

  2. Detect - AI scans 100% of transactions, identifies anomalies humans miss

  3. Recover & Prevent - Automated recovery with monitoring to stop future leakage

Image of Revenue Assurance dashboard on laptop, highlighting revenue leakage across branches in US banks

Results:

  • $500K-$2M typical annual recovery

  • 3-10 basis points ROA improvement

  • 90 days to measurable results

  • Identify points of leakage across customer engagement cycle

  • Instantly boost profit, increase operational efficiencies and enhance the customer experience

  • Zero impact on customer systems

Treasury & Liquidity Management

Instimatch Global is a digital marketplace connecting financial institutions with institutional counterparties for deposits, FX, repos, secured deposits, and money market funds.

The Problem

Limited Counterparties Leave Money on the Table

Treasury teams struggle with 5-15 relationships, manual processes, and opaque pricing. You're missing opportunities every day.

The Constraints:

  • Manual phone/email trading

  • Limited price visibility

  • Slow execution

  • High operational overhead

  • Difficult counterparty onboarding

The Solution

Global Market Access Through One Digital Platform

Instimatch Global delivers:

  • 300+ institutional counterparties across 30+ countries

  • $4-6B daily trading volume in deposits, FX, repos, secured deposits, MMFs

  • Real-time pricing and instant execution

  • Seamless integration with treasury management systems

Results:

  • 3-8 basis points yield improvement

  • 10x counterparty expansion

  • 30-45 days to first trade

  • Optimized onboarding

Why AIOM

Financial Services
Expertise

  • Built by banking and treasury professionals

  • Designed for institutional needs

  • Industry best practices embedded

  • Regulatory compliance built-in

Modern
Technology

  • Cloud-native, API-first architecture

  • AI/ML powered intelligence

  • Bank-grade security

  • Seamless integration with existing systems

Measurable
Results

  • Measurable ROI in months, not years

  • Transparent ROA impact

  • 50+ institutional clients globally

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