Customer Story
Chatham Financial partners with Indico Data to modernize intake and increase operational capacity 300%
reduction in cost
increased capacity
Company
Profile
Chatham Financial, a global provider of risk management advisory and technology services, modernized how unstructured documents enter and move through its operations to improve efficiency and scale. Supporting more than 3,000 organizations worldwide, Chatham processes tens of thousands of complex documents each year, creating operational bottlenecks due to manual intake and review. To address these challenges, Chatham partnered with Indico Data and implemented Indico’s Intake & Orchestration Platform to standardize document ingestion, automate validation, and deliver clean, system ready data into downstream workflows. By transforming intake into a scalable operational capability, Chatham increased throughput, reduced manual effort, and expanded operational capacity by 300% without increasing headcount.
Problem
Manual document intake limited throughput and consumed valuable operational resources
Chatham relied on manual review processes that required multiple reviewers to read, interpret, and extract information from complex, unstructured documents. This approach created bottlenecks, slowed processing times, and consumed significant operational capacity. Attempts to build a custom automation solution proved difficult to scale and required specialized technical resources. As document volumes increased, Chatham needed a scalable platform to standardize intake, reduce manual effort, and ensure accurate, reliable data entered downstream systems.
Solution
Implementing a scalable intake and orchestration platform to automate document workflows
Chatham selected Indico Data to serve as the intake and orchestration layer across its operations. Indico’s platform was configured to ingest documents, extract and validate key data, and route structured, system ready outputs into downstream systems. Process owners could configure and refine workflows directly, enabling faster deployment and continuous improvement without relying heavily on technical teams. This allowed Chatham to modernize intake while maintaining control, accuracy, and scalability.
Results
300% increase in capacity and significant improvements in operational efficiency
With Indico in production, Chatham significantly increased operational capacity and reduced manual effort across document workflows. Processing speed improved, backlogs were eliminated, and teams spent less time reviewing documents manually. The platform enabled Chatham to scale output, improve productivity, and support additional use cases without increasing headcount. With Indico as its intake and orchestration layer, Chatham established a scalable foundation to support continued growth and operational efficiency.
