BANKING & INSURANCE

Streamline, improve and reduce the operating costs of your transaction control processes

Modernise your transaction control processes and make your financial data more reliable

More than ever, financial institutions (banks and insurance companies) are under intense regulatory pressure. Increasing transaction volumes makes it more complex for downstream, back-office and middle-office staff to process information and ensure reliable control of financial transactions. Regulators are demanding that organisations implement strategies for operational resilience and strengthen financial governance by adopting control processes that meet their requirements.

CALIXYS offers a flexible platform for automating controls, allowing cost efficiencies and a demonstrable increase in productivity.

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STRONG RESPONSE TO REGULATORY REQUIREMENTS

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SIMPLIFY YOUR ACCOUNT CERTIFICATION PROCESS

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AUTOMATE YOUR TRANSACTIONAL DATA RECONCILIATIONS AND MATCHING PROCESSES

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REDUCE OPERATIONAL RISKS

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REDUCE THE TIME TAKEN FOR MONTHLY CLOSE PROCESSES

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EFFICIENT MANAGEMENT OF HIGH VOLUMES OF DATA

A CENTRALISED PLATFORM FOR ALL YOUR FINANCIAL SERVICES

CALIXYS’ platform is designed for complete financial control. It helps financial institutions to carry out control and justification tasks by harmonising and automating the reconciliation and certification processes. The financial flows are centralised in a solution that allows cross-sectional analysis of financial data.

CALIXYS’ platform can manage huge volumes of data without complex configurations. It also facilitates collaboration between teams. Giving you the power to easily and quickly resolve breaks and further modifications ensuring greater visibility throughout the financial flows and pro actively anticipating the resolution of breaks.

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Contrôles automatisés

STRENGTHEN YOUR FINANCIAL GOVERNANCE WITH AUTOMATED CONTROLS

Respond to regulatory demands quickly without affecting your productivity with CALIXYS’ intuitive, function rich automation tools for account justification and certification.

CALIXYS’ solution has as standard, powerful user rights management functionality that strictly controls the user access to specific tasks, or grants the user authority with defined limitations.

Setting up role-based access control according to your business requirements, within a few clicks are a reality. With CALIXYS, you have full traceability and auditability throughout the entire platform.

Contrôles automatisés

CORE CAPABILITIES OF CALIXYS SOFTWARE

BANKING & INTER-COMPANY RECONCILIATION

Automate all your NOSTRO, internal and external reconciliations with true three way matching between multiple internal ledgers and external data sources.

TRANSACTIONS & PAYMENT METHOD

Automate all your reconciliations and matching of huge-volume transactions, including incoming payment and outgoing transfers.

CUSTOMISED RECONCILIATION

Reduce your reliance on unauditable, high cost and security weak reconciliations and matching breaks on Excel spreadsheets by centralising all reconciliations on secure, auditable and regulator compliant platform. All your data feeds are accessible at a glance within seconds.

ACCOUNT CERTIFICATION

Standardise and automate the account certification process between your general ledgers, balance sheets and off-balance sheets.

CROSS-APPLICATIONS CONTROL

Reduce operational risks and manage breaks with centralised and automated control of transactions between different systems and entities.

FINANCIAL ASSET & INSTRUMENTS

Reconcile all financial assets and instruments for your security transactions and holdings.

ATM & CREDIT CARD

Centralise your ATM & credit card transactions according to your preferred configuration with robust ATM & credit card reconciliation solutions.

Discover all our solutions

Reconciliation Automation

Automate the reconciliation of your financial data and increase productivity.

Learn more about our Reconciliation Automation 

Financial Controls

Take control by automating the financial closing and certification processes.

Learn more about our Financial Controls

Data Reliability & Management

Reduce the problems of exhaustiveness between multi ERP.

Learn more about our Data Reliability & Management 

Our teams of experts are at your service

Discover CALIXYS’ platform through a personalised demonstration and learn how we can help you to streamline your reconciliation and close processes.

1

Fill in a form

Complete the form and we will contact you to understand your needs.

2

First Contact

It will be our pleasure to arrange a mutually acceptable time and date to present our platform, thoughts and advice to you.

3

Receive an invitation

You will automatically receive an email to access the presentation on the agreed date.