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Financial Services Software & CRM Solutions

From lead capture to KYC to disbursal to renewal — we automate the financial services lifecycle. CRM, loan management, policy renewals and compliance-ready workflows for NBFCs, insurance brokers and wealth advisors.

Book Free Consultation Industry Challenges

Slow KYC & Onboarding

Manual document collection, back-and-forth verification and signature workflows kill conversion rates.

Compliance Pressure

RBI, IRDAI, SEBI regulations change frequently. Audit trails, AML and reporting must be airtight.

Renewal & Retention Loss

Policy renewals, loan top-ups and recurring service touchpoints get missed. Customers drift to competitors.

Our Solution

Our Solutions for Financial Services

A compliance-ready CRM and operations backbone for financial firms — automated KYC, lead-to-loan tracking, policy lifecycle management, renewals and audit-grade documentation. Built on Zoho with custom modules for regulated workflows.

Digital KYC & Onboarding

Aadhaar/PAN verification, video KYC, document upload, e-sign — fully digital, audit-ready customer onboarding.

Loan Lifecycle Management

Lead capture → eligibility check → underwriting → approval → disbursal → collection. Each stage tracked, escalated, automated.

Policy & Renewal Engine

Automated renewal reminders, premium calculations, claim intimation workflows — for insurance brokers and aggregators.

Compliance & Audit Logs

Every action timestamped, attributed and immutable. Generate regulator-ready audit reports on demand.

Tools we use:

Zoho CRM Zoho Creator Zoho Sign Zoho Books Custom KYC APIs

25+

FinServ Clients

Faster KYC

100%

Audit Trail

40%

Higher Renewals

Faster Time to Disbursal

Digital KYC + automated underwriting cuts loan disbursal from days to hours. More volume, same team.

Higher Retention

Automated renewals, proactive cross-sell triggers and timely service touchpoints keep customers loyal.

Audit-Ready Always

Regulator audits go from week-long fire drills to two-click report generation. Compliance becomes a non-event.

Can you integrate with Aadhaar / PAN verification APIs?

Yes. We integrate with leading KYC API providers (Karza, IDfy, Signzy, Hyperverge) for Aadhaar OTP, PAN verification, video KYC, CKYC and AML checks. All API calls logged for regulator audit.

Is the solution suitable for NBFCs and insurance brokers?

Yes — we've delivered solutions to NBFCs (loan origination, collection), insurance brokers (policy lifecycle, renewals), wealth advisors (portfolio CRM) and fintech aggregators (multi-product distribution).

How do you handle data residency and security?

Zoho offers India data centre residency (Mumbai), ISO 27001, SOC 2 Type II certification, encryption at rest and in transit, role-based access and immutable audit logs — all aligned with RBI/IRDAI guidelines.