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

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Reconciliations

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KPI Performance Reporting

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Risk Scorecards

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Actuarial Month-End

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Reinsurance Bordeaux Calculations

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Collections Processing

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Regulatory Reporting

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IFRS 17

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Claim Approval

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Reinsurance Recoveries

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Policy Data Cleansing

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Reconciliations

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Rebate Calculations

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Reconciliations

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Investor Communications such as Performance Flyers

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Proxy Voting

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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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