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.
Meet deadlines for regulatory reporting and avoid costly data errors. Examples include APRA, ASX, ATO & HMRC
Match data from any file or system in seconds. Support for simple and complex data matching rules.
Easily combine data from systems and files and produce your KPI dashboards in any format (Excel, Word, PDF, Online Dashboard etc.)
Collect, validate and process risk data from across your business and produce interactive risk dashboards for management.
Collect, prepare and validate model point data in minutes. Orchestrate projection system runs. Collate results and produce reports in any format.
Eliminate your dependency on disconnected legacy scripts and processes. Maintain all of your business and calculation rules through a centralised treaty table.
Reduce aged debtors through automated analysis of transaction data and polling for collection of payment.
Meet deadlines for regulatory reporting and avoid costly data errors. Examples include APRA, ASX, ATO, HMRC.
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.
Route claims through your organisation. Configure your precise authority matrix. Ensure that all approvals are documented and audit-ready
Calculate amounts to be recovered for claims based on a centralised arrangement table. Eliminate dependency on key staff to perform the calculations
Capture, cleanse and validate all of your policy data in minutes instead of hours or days
Match data from any file or system in seconds. Support for simple and complex data matching rules
Match data from any file or system in seconds. Support for simple and complex data matching rules
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
Prepare ASX submissions relating to substantial holdings accurately and quickly
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.
Read the case study »
