Quixy for

Financial Services

Automation for exceptional adaptability and success in the constantly evolving economic & regulatory global scene.

Financial Services

Get rid of operational inefficiency and realize true digital transformation for your organization

Enhanced Data Quality

Enhanced Data Quality

Deliver a standardized solution with a single version of the truth. And that results in accurate reports, which will help your key executives to make sound business decisions.
Better risk management

Better Risk Management

Automated compliance processes can help meet regulatory requirements. This help reduce the risk of financial losses and gives you breathing space to focus on business-critical tasks.
Fast workarounds

Fast Workarounds

Slow workarounds drain productivity. Switch to automate your processes for speedy onboarding of new clients and products to provide better customer experience.

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

Document management

Document Management

Now accelerate towards your long-term goals & achieve success sooner.

  • Capture & manage your documents better by scanning, indexing, retention and disposition.
  • Automatically classify documents & route to the appropriate team or individual for processing. 
  • Store financial documents in a safe repository, for collaboration and easy document availability.


Fraud Detection and Prevention

Real-time monitoring of transactions and data to help your businesses stay ahead of potential fraud.

  • Get real-time alerts when certain financial transactions meet certain criteria.
  • Route potentially fraudulent transactions to a designated reviewer.
  • Real-time identification of patterns and trends that may indicate fraud.
  • Easy integration with other tools to provide better fraud detection system.
Fraud detection
Customer Lifecycle management

Customer Lifecycle Management

Respond quickly to market and regulatory change with onboarding automations.

  • Seamless automation for setting up accounts, and easy payment integration.
  • Automated reminders when subscriptions are about to expire or when an upgrade is available.
  • Easy automation for refund processing, payment disputes, and payment plan adjustments.
  • Real-time analytics to track revenue, expenses, and profit margins for data-driven decisions.

Compliance and Risk Management

Improve efficiency, reduce the risk of non-compliance, and meet all regulatory requirements.

  • Compliance workflows to ensure all necessary steps are taken to comply with regulations.
  • Audit trails for keeping record of who made the financial transaction and when.
  • Customized risk assessment forms assessing different types of risks, to needs of each individual business.
  • Custom notifications to designated employees ensuring compliance requirements are met.
Compliance and Risk Management
Asset management and allocation

Asset Management and Allocation

Automate processes that streamline the entire process, from asset acquisition to disposal.

  • Track asset lifecycle and get notifications when an asset needs service or replacing.
  • Allocation workflows to assign assets to employees or departments.
  • Automate budgeting, invoicing, and payment processing to eliminate manual errors.
  • With real-time analytics, gain valuable data into asset utilization, allocation, and financial performance.

Trading, Market Analysis, and Prediction

Real-time market data collection and analysis and automated trading workflows.

  • Automate trading tasks by integrating with a broker’s API and reduce manual trading errors.
  • Create custom dashboards and reports about market trends for more informed investment decisions.
  • Create custom risk management applications to manage risk exposure with risk management tools integration.
  • Portfolio management to track portfolio performance, which can help investors maximize their returns.
Trading, Market analysis, and prediction

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

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