SolveXia for Financial Services and Fintech

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 company's human capital by allowing staff to focus on more value-added tasks.

Meet Reporting Deadlines

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

Scale Data Your 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

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Reconciliations

Reconcile data from all your systems and files in minutes at the most detailed level. Support for simple and complex data matching rules.

Data Consolidation

Ingest and integrate data from all your systems. Store full-picture data in one place.

Reporting and Analytics

Provide insights on-demand, such as weekly reports and future projections. Instil confidence in stakeholders about the accuracy and timeliness of reporting.

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Regulatory Reporting

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

Reconciliations

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

KPI Performance Reporting

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

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.

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.

Collections Processing

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

Regulatory Reporting

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

IFRS 17

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.

Reinsurance Recoveries

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

Policy Data Cleansing

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

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.

Reconciliations

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

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.

Substantial Holdings

Prepare ASX submissions relating to substantial holdings accurately and quickly.

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Improve Your Finance Processes

SolveXia is the ideal tool for automating finance processes across banking, life insurance, general insurance, wealth industries and more. Let our platform handle mundane and repetitive tasks so that you and your team can focus on analysis and driving the business forward.

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why solvexia

Business-Led Financial Automation

Fast and Easy for Business Users

SolveXia provides automation that is fast to deploy and easy to learn. This includes no-code, drag-and-drop, building blocks to collect and transform any data into interactive reports and analytics.

Extensible and Bespoke Automation

Instead of buying multiple systems, you can leverage SolveXia to automate hundreds of processes for your company, including reconciliations, revenue and expense reporting, regulatory compliance, rebate management and much more.

Seamless Integration With Your Business

SolveXia can harness the power of your existing applications and data and integrate directly with your resources such as your ERP and Data Warehouse. The software also works seamlessly with your existing spreadsheets allowing you to automate with minimal re-engineering.

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Success Stories

Insignia Financial - Custody Reconciliations

Read this case study to learn how Insignia Financial was able to leverage SolveXia to transform and automate their Custody Reconciliations.

Credit Corp - Optimising and Scaling Financial Models

SolveXia helped Credit Corp automate their valuation modelling, making it scalable, faster and reducing key person dependency.

US-Based Fintech Company - Streamlining Reconciliations

A Fintech company overcame various reconciliation issues using SolveXia and now spends minutes instead of hours each day completing their reconciliations.

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