Answers When You Need Them.
Focus Where It Counts.

The Challenge

Too many questions. not enough time

In finance, every decision depends on access to the right information, policies, procedures, regulatory requirements, and product details. But across firms, whether you’re managing client portfolios, processing claims, or ensuring internal compliance, that information is often scattered, siloed, or outdated. Teams lose valuable time chasing answers, duplicating efforts, or relying on informal knowledge. In a high-stakes, highly regulated industry, even small delays or inconsistencies can lead to operational risk, compliance gaps, or reputational damage. As your business scales, so does the complexity, and so does the cost of misalignment.

The Approach

Ask, don’t search

Querix uses an AI-powered assistant to centralize and streamline access to critical information across your organization. Instead of manually combing through documents or pinging multiple departments, your teams can simply ask and get instant, reliable answers, whether they’re in compliance, customer service, product, or operations.

The Solution

AI that knows your business, and plays by the rules

Querix is a no-code platform that allows financial organizations to build a custom virtual assistant trained on internal procedures, product guides, policies, and regulatory documentation. It integrates with your existing CRMs, knowledge systems, and communication platforms to deliver always-available, fully traceable, access-controlled support.

Real Impact

Smarter operations, safer compliance, scalable support

  • Instantly retrieve answers from manuals, procedures, and compliance documentation
  • Integrates seamlessly with CRMs, internal tools, and communication platforms
  • Supports technical, customer-facing, and back-office teams with accurate responses
  • Ensures compliance with secure, auditable, permission-based queries
  • Enables collaboration across departments with shared, centralized knowledge

Category

One Page

Finance

“Querix helped us deliver faster service without compromising control, and that’s everything in this industry.”

— Head of Operations, National Financial Group

A Smarter Way to Share Knowledge Across Your Institution

Querix helps traditional finance and fintech companies align, respond, and grow, without missing a beat.