Simplify workflows in Finance & Insurance

PixieBrix for Finance & Insurance

Financial services firms rely on collecting, synthesizing, and operationalizing massive amounts of data to support the needs of institutional and consumer clients. While pockets of information often span multiple systems and databases, your customers expect precise answers and real-time service. By reconfiguring web portals and streamlining manual workflows, you can unlock faster decision making, better customer service, and higher workforce efficiency.

Request a Demo

Seeing is believing. Request a demo to see PixieBrix in action on common finance and insurance workflows

Request a demo

Opportunities for Process Automation

There are many good candidates for process automation in Finance & Insurance. Below are some common use cases, but the full list goes far beyond these examples

Customer Service icon
Customer Service
Loan Origination icon
Loan Origination
Remittance icon
Remittance
Underwriting icon
Underwriting
Claims Management icon
Claims Management
Competitive Intelligence icon
Competitive Intelligence

PixieBrix helps my team collect and organize partner data, which was previously a multi-step, manual process. It’s a huge time saver for the team.
Vice President, Insurance MGA

Talk to a Solutions Expert

Schedule a free consultation with a business process analyst to discuss opportunities to enhance and automate your workflows

Contact us