Build fully automated lending systems including customer onboarding, KYC/AML, credit bureau pulls, scoring models, document uploads, underwriting, agreement e-signing, disbursal, repayment tracking, and NPA dashboards. Supports consumer, SME, gold, and invoice financing with CRM, lead funnels, partner channels, and status notification automation.

Software for policy creation, endorsements, premium schedules, FNOL submission, adjustor workflows, assessor uploads, litigation alerts, and settlement tracking. Enables brokers, agents, surveyors, and underwriters to collaborate on a unified portal with audit logs, SLAs, reminders, and compliance-ready report exports.

Integrate Aadhaar, PAN, DigiLocker, CKYC, CRIF, bank statements, video KYC, facial match, and risk scoring. Real-time workflows validate identity, detect anomalies, blacklist matches, and flag high-risk patterns. Automated approval or escalation reduces onboarding and loan origination time drastically.

Custom trading, SIP, mutual fund, PMS, and robo-advisor systems with portfolio dashboards, asset classes, tax lots, rebalancing, and advisory workflows. Supports APIs for NSE, BSE, MF Central, CAMS, KFin, and consolidated statements. Customer apps show holdings, risk, and returns with educational nudges and segment-led offers.

Digital logs, maker-checker flows, MIS, RBI/IRDAI formats, risk ratings, breach alerts, and audit signoffs. Reports align to AML, PCI-DSS, SOC2, ISO, and regional policy frameworks. Admins get dashboards for exceptions, overdue actions, and regulator readiness.

Manage agents, DSA, policy distributors, loan partners, bank teams, and customer lifecycle from lead to payout/renewal. Includes commissions, payment splits, incentive slabs, document vault, video chat, and secure chat routing. Tracks funnel velocity, cost of acquisition, and cross-sell performance integrated with campaigns.