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.
Ensure that you are able to meet tightening reporting deadlines for your management, investors, regulators and public markets.
Capture, process and analyse data at the lowest levels of granularity. Store and utilise your historical data for trending and analytics.
Stop preparing critical, high-value data in spreadsheets. Mitigate the risk of human error and key person dependency.
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.
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.
Read the case study »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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