The Complete Financial Operations Platform
Purpose-built for annuity, life, and wealth servicing with modular tools that work together seamlessly.
Platform Overview
Velari's platform combines powerful workflow automation, compliance safeguards, and human-centered design to transform financial operations.
Unified Workspace
A single interface for all financial operations, eliminating context switching and reducing errors.
Intelligent Automation
Smart workflows that adapt to your processes and reduce manual tasks by up to 60%.
Compliance by Design
Built-in regulatory safeguards and audit trails that make compliance a natural outcome, not an afterthought.
Core Modules
Each module is designed to solve specific challenges in financial operations, while working seamlessly with the entire platform.
Enrollment Assist
Digital intake, validation, and task routing that makes onboarding frictionless from start to finish.
- Smart document validation
- Automated data extraction
- Intelligent task assignment
- Real-time status tracking
TransferSync
1035 exchange orchestration with automated packet generation and tracking for seamless transfers.
- Automated packet generation
- Carrier-specific requirements
- Status monitoring and alerts
- Exception handling workflows
ServiceIQ
In-force servicing for withdrawals, changes, and claims—done right the first time, every time.
- Guided service workflows
- Contextual knowledge base
- Compliance verification
- Customer communication tools
Capacity Planner
Workforce planning and STP simulation to scale operations with certainty and precision.
- Workload forecasting
- Resource allocation
- STP rate optimization
- Performance analytics
Integration Capabilities
Velari connects seamlessly with your existing systems, enhancing rather than replacing your technology investments.
API Framework
Robust APIs that connect with policy admin systems, CRMs, and other core platforms.
Data Exchange
Secure, compliant data transfer protocols that maintain data integrity across systems.
Custom Connectors
Pre-built and custom connectors for industry-specific applications and services.
Security & Compliance
Built with financial-grade security and regulatory compliance as foundational principles.
Enterprise-Grade Security
- SOC 2 Type II certified
- End-to-end encryption
- Role-based access controls
- Multi-factor authentication
Regulatory Compliance
- NAIC model regulation support
- Comprehensive audit trails
- Automated compliance checks
- Regulatory reporting tools
Ready to transform your financial operations?
Schedule a personalized demo to see how Velari can work for your organization.