Solutions for Every Financial Operation
Tailored approaches for insurance carriers, wealth management firms, and third-party administrators.
Industry Solutions
Velari adapts to the unique challenges and requirements of different financial service providers.
Insurance Carriers
Streamline policy administration, claims processing, and customer service operations.
- Reduce NIGO applications by 75%
- Accelerate policy issuance
- Enhance compliance monitoring
Wealth Management
Optimize client onboarding, account servicing, and regulatory compliance.
- Reduce onboarding time by 60%
- Streamline account maintenance
- Automate compliance workflows
Third-Party Administrators
Scale operations efficiently while maintaining quality and compliance across multiple clients.
- Multi-client management
- Workflow standardization
- Capacity optimization
Common Use Cases
Discover how Velari solves specific operational challenges across the financial services industry.
New Business Processing
Accelerate application processing, reduce errors, and improve the customer experience during onboarding.
Policy Servicing
Streamline policy changes, withdrawals, and customer service interactions with guided workflows.
Claims Processing
Expedite claims handling with automated validation, document management, and payment processing.
Compliance Management
Ensure regulatory compliance with automated checks, comprehensive audit trails, and reporting tools.
Customer Success Stories
See how leading financial organizations have transformed their operations with Velari.
"Velari has transformed our new business processing, reducing our application processing time by 45% and dramatically improving our customer experience."
Sarah Johnson
COO, National Life Insurance
"The Velari platform has given us unprecedented visibility into our operations and helped us scale our client servicing without adding headcount."
Michael Chen
CTO, Meridian Wealth Advisors
Our Implementation Approach
A proven methodology that ensures successful deployment and adoption.
Discovery
We analyze your current processes, identify pain points, and define success metrics.
Design
We configure the platform to match your workflows and integration requirements.
Deployment
We implement the solution with minimal disruption to your ongoing operations.
Adoption
We provide training, support, and ongoing optimization to ensure lasting success.
Find the right solution for your organization
Our team of financial operations experts will help you identify the perfect fit for your needs.