Transform your financial services business with Boltic
Boltic revolutionizes the financial services industry by automating processes, enhancing data accuracy, and enabling personalized client interactions. Our platform empowers financial institutions to stay compliant, detect fraud, and make data-driven decisions with ease
Join the list of data-driven teams growing with Boltic
Innovating Financial Services with Boltic
Explore how Boltic empowers financial institutions with innovative solutions. From automating compliance to enhancing fraud detection, discover real-world use cases that showcase Boltic's impact in the financial services industry
Automate Compliance and Reporting
- Collect
Aggregate data from various financial transactions, client interactions, and regulatory filings. - Analyze
Use Boltic's powerful analytics to review data for compliance with local and international financial regulations. - Report
Automate the generation and submission of compliance reports to regulatory bodies, ensuring timely and accurate reporting.
Personalize Financial Services
- Capture
Collect detailed data on client preferences, financial behavior, and past interactions across multiple channels. - Analyze
Leverage machine learning algorithms to gain insights into client needs and financial goals. - Deliver
Offer personalized financial products and services, enhancing client satisfaction and retention.
Robust Fraud Detection
- Monitor
Continuously monitor financial transactions and account activities in real-time. - Detect
Identify unusual patterns and potential fraud using advanced algorithms and predictive analytics. - Respond
Set up automated alerts and responses to mitigate fraud risks, protecting both your institution and your clients.
Make Data-Driven Decisions
- Centralize
Consolidate data from financial transactions, market trends, and client interactions into a single platform. - Analyze
Utilize Boltic’s advanced analytics tools to gain insights into financial performance, market opportunities, and risks. - Decide
Empower your leadership team with data-driven insights to make informed strategic decisions, enhancing growth and profitability.
Most used Integrations in Financial Services
Salesforce
Integrate Salesforce to streamline client relationship management, ensuring all client data is accessible across institution.
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ServiceNow
Sync with Plaid to securely connect your financial services to client accounts, enabling seamless transactions and data sharing.
Stripe
Integrate Stripe to manage payment processing, billing, and financial reporting with ease, all within a secure environment.
QuickBooks
Connect QuickBooks to automate your financial accounting, ensuring accurate and timely reporting for stakeholders.
DocuSign
Use DocuSign to manage digital signatures and contract management securely, reducing the time and paperwork.
Geckoboard
Leverage Power BI for advanced financial reporting and data visualization, providing your team with the insights needed.
Why Use Boltic for Financial Services?
Streamlined Processes
Automate compliance workflows, reducing the risk of errors and ensuring timely reporting.
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Regulatory Alignment
Keep up with evolving regulations through automated updates and reporting features.
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Efficiency Gains
Free up your compliance team to focus on strategic tasks rather than manual reporting.
Data-Driven Personalization
Use client data to tailor financial products and services, increasing client satisfaction.
Automated Engagement
Set up automated, personalized communication strategies that resonate with individual client needs.
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Client Retention
Enhance client loyalty through personalized, high-touch service experiences.
Real-Time Monitoring
Monitor transactions and activities around the clock to detect and prevent fraud.
Advanced Analytics
Utilize predictive models to identify and mitigate potential fraud risks before they escalate.
Automated Responses
Set up automated fraud alerts and actions to quickly respond to suspicious activities.
Any questions?
check out the FAQs
Boltic automates the collection, analysis, and reporting of compliance data, ensuring your institution remains aligned with regulatory requirements and reducing the risk of non-compliance.
Yes, Boltic uses advanced data analytics to understand client preferences and behaviors, enabling your institution to offer personalized financial products and services.
Boltic continuously monitors financial activities and uses predictive analytics to detect and respond to potential fraud, helping to protect your institution and its clients.
Boltic integrates with leading financial tools such as Salesforce Financial Services Cloud, Plaid, Stripe, QuickBooks, and more, ensuring seamless data flow and enhanced functionality.
Yes, Boltic consolidates data from various sources and uses advanced analytics to provide insights that empower your leadership team to make informed decisions.
Yes, Boltic’s scalable solutions are designed to meet the needs of financial institutions, from small firms to large multinational banks.
Boltic provides comprehensive support, including setup assistance, ongoing technical support, and resources to help you maximize the platform’s benefits.
Boltic can power advanced analytics and predictive models to analyze historical data, market trends, and financial activities. This helps financial institutions forecast future financial performance, optimize resource allocation, and identify growth opportunities.