SolveXia for Financial Services
Connect legacy system data, meet reporting deadlines, reduce errors, ensure compliance and allow staff to focus on value-added tasks.
Process Automation, Data Management and Analytics for Financial Services Companies
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.
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.
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
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.
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
Capture, cleanse and validate all of your policy data in minutes instead of hours or days.
Reconciliations
Match data from any file or system in seconds. Support for simple and complex data matching rules.
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.
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.
Our Work
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