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 ATLAS.
TechCorp
SaaS Company • 200+ employees“ATLAS completely transformed our revenue operations. What used to take our team 40 hours per week now takes just 10. The AI handles all the repetitive follow-ups, data entry, and lead enrichment.”
BuildRight Construction
ConstructionAutomated vendor follow-ups and RFQ tracking across all projects.
Finova Group
FinTechEnriched leads instantly and automated personalized outreach sequences.
MedHealth Solutions
HealthcareStreamlined patient onboarding and reduced administrative overhead.
What Our Clients Say
Hear directly from the leaders who've transformed their businesses with ATLAS.
“It feels like having an extra teammate that never gets tired. Our follow-up rate went from 40% to 95%. We’re closing deals we would have lost before.”
Sarah Johnson
VP Sales, TechCorp
“We stopped losing deals to slow follow-ups. ATLAS keeps every opportunity moving without us having to chase. Our team can focus on closing, not admin.”
Mike Rodriguez
CEO, BuildRight Construction
“The ROI was obvious within 30 days. We’re booking 3x more meetings with the same team size. ATLAS pays for itself many times over.”
Amanda Lee
Head of Growth, Finova Group
“We tried three other automation tools before ATLAS. Nothing else could handle our complex workflows. This is the real deal.”
James Park
COO, MedHealth Solutions
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.