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Banking · CRM engineering

A CRM your branch & wealth teams actually use.

Built inhouse for retail banks, NBFCs and wealth managers. Every walk-in captured. Every RM touchpoint logged. RBI / SEBI audit logs by design - not bolted on.

  • Tablet walk-in capture + Aadhaar OCR
  • RM dashboards + AUM + family mapping
  • Cross-sell rules engine + RBI audit trails
  • You own the code - repo + infra, day one
Talk to the engineer who'll build it 15 min, no SDR
RM dashboard · Branch 014
86
Walk-ins MTD
₹14Cr
AUM growth
42
Cross-sell
98%
KYC done
AS
Aman S. · Savings + FDWalk-in · DOC pending
High
NP
Nidhi P. · Home loanPre-approved · ₹62L
Med
RG
Rajeev G. · WealthSIP ₹50k/mo started
Won
Built for banking

From the teller to the relationship manager.

Branch enquiry capture

Tablet walk-in capture, OCR for PAN/Aadhaar, instant routing to product team.

Cross-sell journeys

Right product to right customer - based on AUM, age, life stage, behaviour.

Audit-ready

Activity logs, document trails, consent capture - aligned with RBI/SEBI from day one.

Six workflows we build

The day-to-day of a modern bank branch.

Walk-in capture

Tablet at front desk, OCR of IDs, instant lead create, routed by product team.

KYC & document vault

Aadhaar e-KYC, OVD upload, video-KYC, document expiry tracking.

RM workflow

RM book, daily call list, AUM tracking, family relationship mapping.

Cross-sell engine

Rule-based + ML - eligible products per customer, RM nudges, campaign assignment.

Wealth onboarding

Risk profile, suitability, product mapping, SIP setup, statement download.

Regulatory reports

Suspicious transaction, customer rights, retention - exports for compliance team.

Integration depth

Plays with your core banking, ERP and channels.

Built to slot into existing bank infrastructure - not replace it. Bi-directional APIs with every major Indian core banking stack.

  • Finacle · FIS · Flexcube · TCS BaNCS APIs
  • UPI · NEFT · IMPS confirmations
  • CIBIL · Experian · CRIF bureau pull
  • Aadhaar e-KYC · DigiLocker · Account-Aggregator
Integrations live
F
Finacle Core APIBi-directional
Live
C
CIBIL BureauReal-time pull
Live
A
Aadhaar e-KYCUIDAI compliant
Live
FAQ

Things banking teams ask before signing.

Is it RBI compliant?
Yes - data localisation, audit logs, customer consent, retention policies. We've built for RBI-regulated entities.
How long does a build take?
12–16 weeks for v1 (branch + RM + KYC + cross-sell). 4–6 more weeks for wealth and advanced BI. Fixed-bid - no mid-project bleed.
Integrates with our core banking?
Yes - Finacle, FIS, Flexcube, TCS BaNCS, custom core - bi-directional via API.
On-prem or SaaS deployment?
Either - Docker + Kubernetes on your VMs / private cloud, or full SaaS on AWS Mumbai. Multi-branch + multi-region from day one.
Send us your brief

Tell us your stack. We'll send a real plan.

Retail banks, NBFCs and wealth managers have moved off lock-in SaaS to inhouse builds with us. Send your current setup - we'll come back with a clear plan and an honest quote within one business day.

Send your briefTalk to an engineer · 15 min