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.
PixieBrix for Finance & Insurance
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
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