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Banking

Banking
Solutions

Auxo's banking solutions improve internal and external processes, enhance customer experiences, and drive operational excellence through cutting-edge technology.

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AUXO FOR BANKING

Why Partner with Us to Transform Your Banking Operations?

Banking is constantly evolving, we help you stay ahead by leveraging top-tier technology to create tailored solutions. Here's how we help modernize core systems and improve efficiency while enhancing customer experiences and navigating regulatory complexities.

Industry Expertise

With comprehensive knowledge of banking processes, from trade exception management to treasury operations, Auxo delivers solutions that address your specific challenges.

Tailored Technology

Our tools integrate seamlessly with existing infrastructure, enhancing operational efficiency without disrupting workflows.

Investor-Centric Approach

We prioritize solutions that improve both institutional and consumer banking experiences, ensuring satisfaction, and loyalty.

Regulatory Alignment

Built to align with evolving regulatory demands, our solutions simplify compliance and reduce risks.

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Banking Solutions

Explore Our Custom Capabilities

Auxo Solutions gives banks and bankers better tools and technology that help enhance every aspect of your business.

Streamline Trade Operations

Trade Exception Hub
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Resolve trade exceptions efficiently with a centralized platform that ensures seamless operations.

  • Automates exception resolution workflows for faster processing.
  • Enhances visibility across trade lifecycles, improving accuracy and compliance.
  • Reduces manual effort with intelligent routing and prioritization tools.

Enhance Customer and Institutional Onboarding

Institutional Onboarding
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Streamline the onboarding process for institutional clients with customized workflows.

  • Provides tailored journeys for institutional customers, reducing onboarding timelines.
  • Automates compliance checks to ensure regulatory alignment.
  • Simplifies document collection and approval processes for smoother experiences.
Consumer & High Net Worth Individual Onboarding
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Deliver frictionless onboarding experiences for individual banking customers and HNWIs.

  • Simplifies the account opening process with intuitive, self-service tools.
  • Reduces onboarding time with automated data validation and verification.
  • Improves satisfaction by offering personalized experiences tailored to client needs.

Optimize Treasury Operations

Treasury Solutions
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Modernize treasury workflows to optimize cash flow and risk management.

  • Provides real-time cash flow monitoring and forecasting capabilities.
  • Enhances risk management with automated analytics and reporting.
  • Integrates seamlessly with core banking systems for a holistic view of financial operations.
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COMPREHENSIVE FINANCIAL SERVICES SOLUTIONS

See Auxo's Private Markets, Banking, and Wealth Management Solutions

Banking
Our suite of solutions span financial sectors to enable operational efficiency and digital transformation.
  • NAV Accelerator:
    Automates NAV calculations and validations for improved reporting accuracy and timeliness.
  • Institutional & Consumer Onboarding:
    Flexible onboarding tools tailored to institutional clients and individual consumers.
  • Treasury Solutions:
    Real-time cash management and risk analysis tools to enhance operational efficiency.
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Case Studies

See the Success Our Solutions Bring

Our case studies and white-papers provide insight into our approach, results, and real-world impact on the banking sector.

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RELEVANT BLOGS

Insights in Financial Services

Stay ahead of industry trends with news and notes from Auxo's experts.

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Auxo Spotlight: Mike Driesen, Co-founder and Head of Solutions Engineering

November 18, 2024
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Auxo Spotlight: Taylor Fay, Head of Operations

October 2, 2024
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Events
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Auxo Takes Austin

September 25, 2024
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GET IN TOUCH

Ready to Transform Your Banking Operations?

Partner with Auxo Solutions to enhance your capabilities for clients and advisors.

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