BD pipeline for fintech companies that move at fintech speed.
ATLAS researches prospects, monitors regulatory signals, and personalizes outreach for every company on your target list. Your BD team focuses on relationships. ATLAS handles the rest.
Regulatory signal monitoring included. Live in under 2 weeks. Fixed scope.
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 moreFinOps/Fintech Use Cases
Explore how ATLAS 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.
Intelligent KYC/AML Processing
Accelerate customer onboarding with AI-powered document verification, identity validation, and risk scoring -- from days to minutes.
AI Fraud Detection & Prevention
Machine learning models that detect sophisticated fraud patterns in real-time while reducing false positives that frustrate legitimate customers.
Automated Reconciliation
AI-powered transaction matching and exception handling that eliminates hours of manual reconciliation work while improving accuracy.
How We Work
A proven approach that balances speed with the rigor financial services requires
01
Discovery Workshop
Understand your operations, compliance requirements, and strategic priorities. Identify high-impact opportunities.
02
Security & Compliance Review
Document regulatory requirements, security controls, and audit needs. Design solutions that meet your compliance framework.
03
Controlled Implementation
Build with full audit trails, testing in sandboxed environments, and staged rollouts that minimize operational risk.
04
Measure & Scale
Track KPIs, document ROI, and expand successful solutions across your organization with ongoing support.
Real outcomes from real clients
Not projections. Actual results from businesses that transformed with Captivix.
IT & Digital Products
Techlithic Solutions: Complete Digital Transformation for Global IT Innovation
A dynamic IT company streamlined operations with ERP implementation, centralized platform development, and process automation for global scalability.
“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.”
In their words
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.
Their willingness to immerse themselves in solving an issue was the most impressive trait I found about Captivix.
Our core system delivers excellent performance, but without robust analytics capabilities we were missing critical insights that would optimize operations, identify growth opportunities, and strengthen our competitive position. Captivix transformed our reporting capabilities entirely.
When we partnered with Captivix for our digital transformation, we knew we were setting high expectations. They not only met these expectations—they surpassed them. The due diligence and custom development work offered by Captivix has been nothing short of revolutionary for Xmplifi.
Go-to-Market Strategy for 2026: Build a GTM Plan That Fits How B2B Buyers Actually Buy
Winning in fintech requires more than great technology -- it demands a sharp go-to-market strategy. This guide covers how to build a modern go-to-market strategy that resonates with financial services buyers, from ICP definition to pipeline creation.
Common questions about AI and ERP/CRM solutions for financial services
How do you ensure compliance with financial regulations?
We build compliance into every solution from day one. Our implementations follow SOC 2, PCI-DSS, and relevant regulatory frameworks (SEC, FINRA, OCC). We work with your compliance team to ensure all AI and automation solutions meet audit requirements before deployment.
Can you integrate with our existing core banking or payment systems?
Yes. We specialize in integrating with legacy core systems, payment processors, and modern fintech platforms. Whether you're on FIS, Fiserv, Jack Henry, or a custom solution, we build secure integrations that extend your capabilities without replacing what works.
How long does a typical AI implementation take in financial services?
AI deployments typically take 8-12 weeks to show measurable results. We start with focused use cases -- like document processing or transaction monitoring -- validate quickly, and scale what works. Regulatory review is built into our timeline.
What about data security and privacy requirements?
Security is non-negotiable. All our solutions include encryption at rest and in transit, role-based access controls, comprehensive audit logging, and data residency compliance. We support on-premise, private cloud, and hybrid deployments based on your requirements.
Do we need to replace our current ERP/CRM systems?
No. We integrate with and extend your existing systems -- Dynamics 365, Salesforce Financial Services Cloud, SAP, or others. Our goal is to maximize the value of your current investments while adding new AI-powered capabilities.
How do you handle model risk management for AI solutions?
We follow established model risk management frameworks (SR 11-7, OCC 2011-12). This includes model documentation, validation testing, ongoing monitoring, and regular reviews. Our human-in-the-loop approach ensures AI recommendations are always reviewed before action.
What fintech segments do you serve?
We work across banking, lending, payments, wealth management, insurance, and capital markets. Our solutions adapt to your specific regulatory environment, customer segments, and operational requirements.
Ready to Automate 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.