The Financial Operations OS
Modern infrastructure for financial operations—crafted with precision, powered by clarity.
Every workflow is a promise. Velari ensures it's kept—with intelligence, elegance, and a human touch.
98%
Accuracy Rate
3.2M
Transactions Processed
42%
Time Saved
24/7
Monitoring & Support
Your most human promise is running on duct tape.
Legacy systems were never designed to handle the complexity, scale, or expectations of today's financial services. Policy admin systems are rigid. CRM platforms lack context. Manual handoffs create risk.
By the time a customer speaks to a human, they've already done everything else—and that interaction carries more weight than ever.
Velari replaces friction with flow, and risk with trust.
Software That Understands
Velari is the OS for modern financial operations—purpose-built for annuity, life, and wealth servicing.
Modular tools. Seamless orchestration. Designed for operators, trusted by compliance, and beloved by CX teams.
Empathy isn't lost in our system—it's amplified.
Core Capabilities
Enrollment Assist
Digital intake, validation, and task routing. Frictionless from start.
TransferSync
1035 exchange orchestration with automated packet generation.
ServiceIQ
In-force servicing: withdrawals, changes, claims—done right the first time.
Capacity Planner
Workforce planning and STP simulation to scale with certainty.
Compliance Shield
Automated regulatory checks and audit-ready documentation.
Integration Hub
Connect with existing systems through our flexible API framework.
Every module works beautifully on its own—or even better together.
"Technology should serve the human, not replace them."
Trust = Credibility / Risk
We design every feature to do one of two things:
- Increase credibility
- Reduce risk
That's how trust is built—not just earned, but orchestrated.
The future of financial ops isn't monolithic. It's modular.
Built to scale trust, serve customers, and support real humans.