AI + ERP/CRM Solutions for
FinOps/Fintech Leaders
Automate compliance, accelerate operations, and deliver exceptional customer experiences.
Captivix helps financial institutions reduce manual processes, strengthen compliance, and scale operations with ERP/CRM expertise, secure integrations, and practical AI automation.
Real Problems We Help You Solve
Manual compliance processes consuming analyst time and increasing regulatory risk
Legacy core systems creating integration barriers and limiting innovation speed
Customer data fragmented across systems—CRM, core banking, and third-party platforms
Hours spent on manual reconciliation, transaction matching, and exception handling
Rules-based fraud detection missing sophisticated patterns while generating false positives
Customer onboarding taking days instead of minutes due to manual KYC/AML processes
What We Offer
End-to-end solutions designed for the unique demands of financial services
ERP for Financial Services
Dynamics 365 Finance & Operations configured for financial services—general ledger, AP/AR, regulatory reporting, and multi-entity consolidation.
Learn moreCRM for Financial Services
Unified customer views across all touchpoints—relationship management, opportunity tracking, service case management, and regulatory documentation.
Learn moreAI & Automation
Intelligent automation for compliance monitoring, document processing, fraud detection, and customer service—with full audit trails.
Learn moreCore System Integration
Secure APIs connecting your core banking, payment processors, and third-party platforms—real-time data sync with complete audit logging.
Learn moreCompliance Automation
Automated KYC/AML screening, transaction monitoring, regulatory reporting, and audit preparation—reducing manual effort while improving accuracy.
Learn moreCustom Development
Purpose-built applications for unique requirements—customer portals, advisor dashboards, workflow automation, and specialized reporting tools.
Learn moreAI-Powered Solutions for FinOps/Fintech
Explore how ATLAS AI agents can transform your financial operations
Automated Compliance Monitoring
AI agents that continuously monitor transactions, flag anomalies, and generate regulatory reports—reducing compliance burden while improving accuracy.
Coming SoonIntelligent KYC/AML Processing
Accelerate customer onboarding with AI-powered document verification, identity validation, and risk scoring—from days to minutes.
Coming SoonAI Fraud Detection & Prevention
Machine learning models that detect sophisticated fraud patterns in real-time while reducing false positives that frustrate legitimate customers.
Coming SoonAutomated Reconciliation
AI-powered transaction matching and exception handling that eliminates hours of manual reconciliation work while improving accuracy.
Coming SoonHow We Work
A proven approach that balances speed with the rigor financial services requires
Discovery Workshop
Understand your operations, compliance requirements, and strategic priorities. Identify high-impact opportunities.
Security & Compliance Review
Document regulatory requirements, security controls, and audit needs. Design solutions that meet your compliance framework.
Controlled Implementation
Build with full audit trails, testing in sandboxed environments, and staged rollouts that minimize operational risk.
Measure & Scale
Track KPIs, document ROI, and expand successful solutions across your organization with ongoing support.
Frequently Asked Questions
Common questions about AI and ERP/CRM solutions for financial services
Real Results, Real Impact
See how leading companies have transformed their operations with Captivix.
Techlithic Solutions
IT & Digital Products“Captivix has been an outstanding partner. Their team is professional, knowledgeable, and customer-service driven. Their proactive collaborative approach has been critical in helping us build an IT infrastructure that enables our success today and supports our long-term positioning strategy.”
RPG Card Services
Gift Card & Prepaid SolutionsFull digital transformation with web app development, ERP implementation, and eCommerce.
BevAnalytics
Beverage Analytics & IntelligenceAI-powered image recognition and self-service analytics for the beverage industry.
Xmplifi
Employee Advocacy & MarTechAI-driven platform modernization with cloud migration and modern tech stack upgrade.
What Our Clients Say
Hear directly from the leaders who've transformed their businesses with Captivix.
“Captivix has been an outstanding partner. Their team is professional, knowledgeable, and customer-service driven. Their proactive collaborative approach has been critical in helping us build an IT infrastructure that enables our success today and supports our long-term positioning strategy.”
Techlithic Solutions
IT & Digital Products
“The complete digital transformation by Captivix — web app, ERP, and eCommerce — cut our order processing time by 50% and reduced costs by 30% while handling 15M+ cards annually.”
RPG Card Services
Gift Card & Prepaid Solutions
“Captivix transformed our data platform with AI-powered image recognition and self-service analytics, achieving a 90% reduction in data processing time for our beverage industry clients.”
BevAnalytics
Beverage Analytics & Intelligence
“The AI-driven platform modernization by Captivix resulted in 80% faster page loads and a 75% boost in user engagement. Their cloud migration expertise was exactly what we needed.”
Xmplifi
Employee Advocacy & MarTech
Ready to Transform Your Financial Operations?
Let's discuss how AI and modern ERP/CRM can help you reduce compliance burden, accelerate operations, and deliver exceptional customer experiences.