BFSI Technology Expertise
CRM System Loan Origination System Loan Management System Collection System Financial Accounting System Document Management System

We bring deep domain expertise across Banking, Financial Services, and Insurance sectors with scalable, secure, and intelligent platforms for CRM, LOS, and LMS that drive growth, efficiency, and customer satisfaction.

Our Solutions & Capabilities for Banking & Finance

CRM Sales – Lead & Partner Management

Centralized CRM system for managing leads, referrals, and sales partner networks with built-in reporting and workflows.

360° Customer View

Unified insights across banking, insurance, lending, and investments.

Lead Management

Capture, assign, and auto-follow-up leads to maximize conversions.

Partner Relationship Management

Onboard and manage DSAs, brokers, and agents seamlessly.

Campaign Management

Plan cross-sell, upsell, and retention campaigns with insights.

Integrated eKYC

Support Aadhaar, PAN, video KYC, and digital uploads.

Role-Based Dashboards

Dedicated views for RMs, Sales, and Channel Partners.

Omni-Channel Communication

SMS, WhatsApp, Email & CTI integrated voice support.

Integrated TeleCalling

Integrated with Telecalling system

Customer Service

SLA-driven ticketing and complaint resolution module.

Pipeline & Analytics

Real-time tracking of opportunities and performance.

Workflow Automation

Automated alerts, approvals, and task updates.

Loan Origination System

Digitize and accelerate your loan processing journey
Our comprehensive Loan Origination System is designed to streamline the entire loan lifecycle — from application to disbursement — for both retail and business loans.

End-to-End Digital Onboarding

Supports personal, home, vehicle, and business loans.

Integrated Smart Services

eKYC, credit scoring, document verification, and rule-based decisioning.

Credit Bureau Integration

Connects with CIBIL, Experian, CRIF, and Equifax.

Role-Based Access

Separate access for agents, underwriters, and branches.

Real-Time Application Tracking

Keep customers informed with live status updates.

Omni-Channel Support

Applications via web, mobile, branch, and partner portals.

Advanced Dedupe Engine

Eliminates duplicate entries effectively.

Built-in Compliance

Regulatory-ready with full audit trails.

Mobile Field Solutions

For inspections, valuations, and field operations.

Digital Agreements

Supports eSign and eAgreement for paperless onboarding.

OCR Integration

Minimizes manual data entry with optical character recognition.

Dashboards & SLA Monitoring

Real-time insights and SLA tracking to enhance performance.

Loan Management System

Robust and scalable LMS designed for banks, NBFCs, and MFIs to manage high-volume loan portfolios with ease.

Centralized Loan Management

Complete visibility into all loan accounts and servicing operations.

EMI & Amortization Automation

Auto schedule EMIs, interest, and amortization plans.

Disbursement & Repayment Tracking

Monitor payouts and collections in real time.

Delinquency Management

Automated reminders and workflow for overdue follow-ups.

Regulatory Reporting

Generate detailed reports for compliance and business insights.

Customizable Loan Structures

Design unique loan types, terms, and repayment models.

Multi-Currency & Multi-Branch

Supports international branches and currencies.

Document Management

Store and manage documents with full audit logs.

System Integrations

Seamless link with CRM, Accounting, Collections, and Insurers.

Foreclosure & Prepayment

Easy processing of partial or full loan closures.

Loan Rescheduling

Modify tenure, EMI, or due dates as per customer need.

End of Day Processing

Auto reconciliation and status updates at day close.

Collection Management System

Designed for financial institutions, NBFCs, and micro-lenders, our Collection Management System (CMS) ensures seamless integration with your Loan Management System while enhancing transparency, agent efficiency, and collection compliance.

Daily Sync with LMS

Auto-fetch pending recovery cases at day start through secure API integration.

Automated Case Allocation

Distribute accounts via round-robin, manual, or bulk Excel upload based on aging or geography.

Field Collection App

Mobile app for agents to update visit status, generate receipts, and scan QR codes for UPI payments.

Multi-mode Receipt Generation

Record and issue receipts for cash, cheque, UPI, and online payments, integrated with your financial system.

Settlement & Waiver Processing

Capture and approve settlement requests with built-in policy rules and audit tracking.

Compliance & Dashboard Reporting

Monitor collection performance, generate MIS reports, and ensure audit compliance.

Receipt Sync with LMS

Auto Receipt Sync with LMS System

Financial Accounting System

Simplify and automate financial operations across your institution with real-time accuracy and compliance.

General Ledger (GL)

Multi-branch, multi-book ledger with audit trail.

Accounts Payable/Receivable

Vendor payments, collections, and reconciliation.

Multi-currency Support

Automatic currency conversion with exchange rate APIs.

Regulatory Compliance

RBI, MCA, GST-ready reporting and templates

Trial Balance, P&L, Balance Sheet

Auto-generated with drill-down capabilities.

System Integrations

Core banking, LMS, ERP, and payroll systems.

Document Management System for Regulated Environments

Securely manage, retrieve, and share critical documents across departments and regulatory audits. Digitize all physical documents, enable version control, and integrate with eKYC, LOS, and LMS systems.

Centralized Document Repository

With tagging, indexing, and metadata search.

Role-Based Access Control (RBAC)

Secure sharing with audit logs.

Workflow Automation

Approvals, reviews, and time-stamped check-ins.

eKYC & Aadhaar XML Support

Seamless regulatory document handling.

Cloud or On-Prem Deployment

Highly scalable and secure.

OCR & Searchable PDFs

Extract data from scanned documents.

Seamless Integration

LOS, LMS, CRM, HRMS, Core Banking, and external API uploaders.

Driving digital modernization across multiple fields

Tailored solutions empower your organization to grow smarter and faster—designed precisely for you.

Manufacturing

Software & Hi-Tech

Retail

Public Sector

Utilities

Education & Skilling

Healthcare & Life Sciences

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