SolveXia for Financial Services

Connect legacy system data, meet reporting deadlines, reduce errors, ensure compliance and allow staff to focus on value-added tasks
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Process Automation, Data Management and Analytics for
Financial Services companies

Automation delivers tangible results for banks, wealth managers and insurers. Meet your reporting deadlines whilst also mitigating the risk of costly and embarrassing errors. Scale your data processing capabilities, allowing staff to work with more granular data, faster. Leverage your companies human capital by allowing staff to focus on more value-added tasks.

Meet your reporting deadlines

Ensure that you are able to meet tightening reporting deadlines for your management, investors, regulators and public markets.

Scale your data processing capabilities

Capture, process and analyse data at the lowest levels of granularity. Store and utilise your historical data for trending and analytics.

Ensure compliance and reduce risks

Stop preparing critical, high-value data in spreadsheets. Mitigate the risk of human error and key person dependency.

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How SolveXia delivers value to the Financial Services industry

Regulatory Reporting

Meet deadlines for regulatory reporting and avoid costly data errors. Examples include APRA, ASX, ATO & HMRC

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Reconciliations

Match data from any file or system in seconds. Support for simple and complex data matching rules.

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KPI Performance Reporting

Easily combine data from systems and files and produce your KPI dashboards in any format (Excel, Word, PDF, Online Dashboard etc.)

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Risk Scorecards

Collect, validate and process risk data from across your business and produce interactive risk dashboards for management.

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Actuarial Month-End

Collect, prepare and validate model point data in minutes. Orchestrate projection system runs. Collate results and produce reports in any format.

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Reinsurance Bordeaux Calculations

Eliminate your dependency on disconnected legacy scripts and processes. Maintain all of your business and calculation rules through a centralised treaty table.

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Collections Processing

Reduce aged debtors through automated analysis of transaction data and polling for collection of payment.

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Regulatory Reporting

Meet deadlines for regulatory reporting and avoid costly data errors. Examples include APRA, ASX, ATO, HMRC.

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IFRS 17

SolveXia is a powerful solution for IFRS17. Easily collect, cleanse and transform policy data, orchestrate model runs, collate results and adjustments, integrate IFRS and CSM calculations and sub-ledgers, automate key accounting control processes and produce all of the reporting that is required.

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Claim Approval

Route claims through your organisation. Configure your precise authority matrix. Ensure that all approvals are documented and audit-ready

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Reinsurance Recoveries

Calculate amounts to be recovered for claims based on a centralised arrangement table. Eliminate dependency on key staff to perform the calculations

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Policy Data Cleansing

Capture, cleanse and validate all of your policy data in minutes instead of hours or days

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Reconciliations

Match data from any file or system in seconds. Support for simple and complex data matching rules

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Rebate Calculations

Calculate rebates for distribution agreements with greater accuracy

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Reconciliations

Match data from any file or system in seconds. Support for simple and complex data matching rules

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Investor Communications such as Performance Flyers

Ensure that public-facing documents such as performance flyers for managed funds are accurate and are not dependent on key staff in order to be produced

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Substantial Holdings

Prepare ASX submissions relating to substantial holdings accurately and quickly

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Have a different process you want to automate?

No sweat. The list of use cases above are just a small sample of the processes automated on SolveXia. Click on “learn more” to reach out and talk to us about your specific use case.

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Our Work

IOOF – Custody Reconciliation

IOOF chose SolveXia to automate their Custody Reconciliation. Because the software runs on the cloud and is business-led, the team felt that using SolveXia offered the most cost-effective and fastest way to automate. The Fund Operations team at IOOF now prepares their Custody Reconciliation in minutes, not days.

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NEOS Life - Reinsurance and Commission Calculations

NEOS selected SolveXia to automate their process to calculate reinsurance, fees and commissions. The company  reduced its dependency on key staff and are able to scale their process as the company grows, without needing to hire additional staff.

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