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Industries Banks & Financial Services

A vendor decision you can defend to your Vorstand — and to BaFin.

The hardest part of bringing in a new screening tool is rarely the tool itself — it is the file that justifies it afterward. Indicium reports carry dated sources, a full audit trail and explicit mapping to MaRisk AT 9, DORA Art. 30 and the GwG, so the documentation your second line will ask for already exists when they ask.

MaRisk AT 9DORA Art. 30GwGBaFin outsourcing
from €79 per report·120+ companies trust Indicium·3,000+ reports run in the last two years·six-month satisfaction promise
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01 Where compliance teams actually get stuck

Not the tool. The file you build around it.

a
Third-party risk you must document
MaRisk AT 9 and DORA Art. 30 ask for more than a sales deck: a materiality assessment, instruction and control rights, sub-outsourcing oversight. That file needs to exist before the auditor asks for it, not after.
b
Ambiguous KYC hits that cost time
Your list screening runs fine — the cases in between don't: near-matches, nested structures, business partners with no clean picture. Escalating everything is expensive; deepening the ambiguous case is not.
c
Outsourcing & business-partner checks
Service-provider checks that follow MaRisk/DORA logic and repeat on schedule — not a one-off snapshot that ages the moment it's filed.
02 Regulatory mapping

Your framework, our contract annex.

Every report is built so its documentation slots directly into the file your outsourcing register and your auditor already expect.

FrameworkWhat it requiresHow Indicium documents it
MaRisk AT 9Materiality assessment, instruction, information & control rights, sub-outsourcing oversightOutsourcing file with control-rights language and a sample register entry
DORA Art. 30Mandatory ICT third-party contract content, audit & access rights, termination rightsContract annex plus sample entry for your Art. 28(3) information register
GwG §§ 11–14Identification, beneficial-owner assessment, ongoing monitoringStructural look-through up to three levels, dated sources, re-screening
Art. 22 GDPRNo solely automated decision with legal effect about a personHuman final review at fixed trigger thresholds, four-eyes principle, audit trail

The honest boundary: what is registered nowhere — unregistered trusts, purely private holdings — no automated check can see from open and licensed sources. Every report states that limit rather than papering over it.

03 On price and trust

€79 is the automated baseline — not the whole spectrum.

A price that low invites the question every compliance officer is right to ask: can this actually be trusted? The honest answer is that €79 buys the Essential tier of the Software-Report — the fully automated depth that resolves around 70% of routine cases, every source dated and reproducible as of the cut-off date. It is the baseline, not the ceiling.

Where the stakes are higher — a suspicious counterparty, a nested ownership structure, a case that will end up in front of your Vorstand — Hybrid adds documented human review under the four-eyes principle, and Boutique is fully analyst-led. You choose the depth per case; the audit trail records which depth you chose and why. Set against a partner-rate hour of outside counsel, even the analyst-led depth is a fraction of the cost.

"With Indicium, we were able to implement a digital process that provides structured and traceable reports and supports our internal documentation processes. The decisive factors for us were European data residency and the clear consent structure."
Bruno Schneller, Managing Partner, Erlen Capital Management AG

Erlen Capital is a FINMA-licensed asset manager, not a bank — but it operates under the same documentation bar: KYC, anti-money-laundering and ongoing-monitoring duties that must survive internal and external audit. Read the case study

04 Matching depth to the case

From the routine onboarding check to the analyst-led escalation.

a
Software-Report
Seven check categories in parallel, from €79 — the routine case, resolved in minutes.
b
Hybrid
Software depth plus documented human review — for cases with elevated significance.
c
Boutique
Fully analyst-led work for nested, multi-jurisdiction or high-stakes cases.
FAQ What your second line will ask
Can a €79 report really hold up in front of BaFin?+
€79 buys the Essential tier of the Software-Report — the automated baseline that resolves around 70% of routine cases, every source dated and reproducible as of the cut-off date. For higher-stakes cases, Hybrid adds documented human review and Boutique is fully analyst-led. The price reflects the depth you chose, and the audit trail documents which depth that was and why — that is what stands up to a reviewer, not the price tag.
How does Indicium map to MaRisk AT 9 and DORA Art. 30?+
MaRisk AT 9 requires a materiality assessment, instruction and control rights, and sub-outsourcing oversight; DORA Art. 30 requires specific mandatory content in ICT third-party contracts plus audit and access rights. Indicium documents both as part of the outsourcing file, with a sample register entry for your DORA Art. 28(3) information register on request.
Where is our data hosted, and what about Art. 22 GDPR?+
Query and report data is hosted and processed in the EU, on AWS infrastructure (Frankfurt/Ireland). Art. 22 GDPR prohibits a solely automated decision with legal effect about a person — Indicium never makes one. The software prepares a documented basis for decision; your compliance officer decides.
What about §43e BRAO and §203 StGB confidentiality for personnel and counterparty checks?+
Our data processing addresses professional-conduct confidentiality explicitly, including §43e BRAO and §203 StGB where a check touches privileged relationships. Roles and responsibilities as controller or processor are assigned in writing, case by case, before the first report runs.
What happens if we are not satisfied with a report?+
For the first six months of your contract, any check you are not satisfied with is refunded immediately, no questions asked. Guarantee terms →

This page provides general information about Indicium's services and the regulatory frameworks named above (MaRisk, DORA, GwG, GDPR). It does not constitute legal or regulatory advice and does not replace an assessment by your own counsel or supervisory contact for your specific case. Regulatory mapping reflects our understanding of the cited frameworks and does not guarantee a particular compliance outcome or supervisory acceptance.

A vendor decision you can defend to your Vorstand.

Software for the repeatable, people for the decisive, made in Europe.

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