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Quixy for

Banking

Outperform your peers by leveraging the power of automation for banking processes and workflows.

Banking

Fraud events can lead to lost trust. Streamline risk-prone processes now & get more done.

Enhanced Cyber Security

Enhanced Cyber Security

Stay ahead of evolving cyber threats by leveraging the power of automation and monitoring transactions in real-time for secure, efficient, and effective systems to detect fraudulent activities.
Maximizing operational efficiency

Maximized Efficiency

Get greater visibility into the banking activities, identify bottlenecks, and seamlessly allocate work & respond to changing conditions for more transactions and faster customer service.
Satisfied Customers

Satisfied Customers

Today’s customer is tech-savvy. It’s important to use intelligent automation to meet current customer needs meaning solving their queries quickly and easily, removing the need to talk to a person.

Turn vision into reality, and build future-ready apps in minutes!

Collection Process

Collection Process

Seamlessly build a digital collection system for the end-to-end process.

  • Customizable form to collect information, such as the customer’s name, contact details, and account number.
  • Automated payment reminders to customers who have missed a payment.
  • Payment gateways integration so customers can pay using their preferred payment method.
  • Real-time tracking of collections and monitoring the progress of collection efforts.
  • Automate the follow-up and escalation process by sending reminders to collection agents. 

Customer Account Operations & Verification

  • Account opening and closing: Online account opening, automated account verification and approval, automated workflows for closing accounts, and real-time data monitoring and reporting.

     

  • KYC (Know Your Customer) verification: Real-time identity verification and automated workflows for reviewing and approving KYC documents, with monitoring of customer data for suspicious activity. 
Customer Account operations & verification
Payment processing

Payment Processing

Streamline your payment processing workflows, reduce errors, and improve efficiency.

  • Payment processing integration with core banking system, for seamless data exchange.
  • Perform payment verification and compliance checks, ensuring all transactions meet regulatory requirements.
  • With advanced reporting capabilities, track payment metrics and identify areas for improvement.
  • Highly configurable and user-friendly platform that can be tailored to meet your bank’s unique needs.

Portfolio Management and Investment Analysis

Deliver value to your customers by monitoring portfolio performance, for informed decisions.

  • Automating investment analysis and modeling performs analysis, to support investment decisions.
  • Real-time portfolio tracking for greater visibility into portfolio performance and risk.
  • Automated rebalancing workflows to identify and generate orders to rebalance the portfolio.
  • Real-time market data monitoring alerts based on predefined rules to identify trends and anomalies.
Portfolio management and investment analysis
Customer Service and Support

Customer Service and Support

Automate key processes, leading to higher efficiency, and better customer service.

  • Automate handling of routine queries, providing information on banking products and services.
  • Customer complaint workflow automation of logging, tracking, and resolving complaints.
  • Real-time customer feedback monitoring to analyze customer feedback fast.
  • Automated customer service ticketing and routing for reduced response times to improve customer satisfaction levels.

Regulatory Compliance

Streamline compliance processes and reduce the risk of regulatory violations.

  • Automated compliance for verifying customer identities, & maintaining adherence to Anti-Money Laundering (AML) regulations.
  • Risk assessment analyzes risk exposure, to take corrective actions for mitigating risks.
  • Real-time data monitoring and reporting for monitoring customer transactions, detecting and notifying anomalies.
  • Automate auditing and regulatory reporting to generate financial statements, and compliance reports.
Regulatory compliance

Enterprise-Level Governance and Security

Hosted on the cloud, Quixy provides the scalability any business may need.On the security front, Quixy is certified to be compliant with the strictest set of ISO / IEC 27001:2013 Information Security System controls and SOC 2 Type 2 requirements that govern the complete product life cycle – product development, delivery, support, and other related operations. Features like Multi-Factor Authentication (MFA) and OTP based Customer Support Access ensures that data is always protected.Quixy is hosted in the AWS cloud that itself is SOC 2 and ISO / IEC 27001:2013 compliant.

Quixy’s platform has the inbuilt controls to meet all enterprise requirements without any modifications. These include:

  1. Hosting on private cloud
  2. Roles and permissions
  3. Audit trail
  4. IP filtering
  5. SSO
  6. Custom password policies
  7. Two-step authentication
  8. White labelling
  9. Offline billing
  10. Customizable themes to match company branding

The on-boarding support gets you up and running on the Quixy platform in no time while the free access to the comprehensive knowledge base ensures that the users can get answers to their questions at any time. The users can always write to the support team for any queries or open a support ticket in case they run into an issue. Enterprise accounts get a dedicated customer success manager.

Trusted by businesses across Industries

Deepa Maski

"Quixy helped us build & deploy non core-banking apps on one platform, saving costs and enabling easy maintenance."

Deepa Maksi
Head of Department, Tech Team, SUCO Bank

Swamy RK

"Quixy has helped us eliminate our manual processes and reduce our claim processing time by 30%."

Swamy RK
Deputy Manager – NTrust Insurance Broking Services

Award winning No-Code and BPM Platform

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Learn how Quixy can help automate workflows and build simple to complex business applications up to 20X faster without coding.

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