Capture leads from digital and physical channels.

Empower customers to enter data, upload documents, check eligibility, pre-approved offers and submit applications through self service portal.

Seamless integration to source leads from external systems

Ability to upload bulk data from physical sources.

Create custom financial products based on customer profile, requirements and capabilities.

Offer choices in terms on interest rate, schemes, sub products, cycle date, payment mode, contract terms etc.

Manage and edit applications in real time

Manage loan types and interest rate information.

Automatically calculate and intimate smart loan EMI details.

Manage EMI payment transactions

Real time alerts and notifications in case of deviations.

Monitor system and manual deviations

Set business rules to automatically approve conforming applications.

Route applications automatically to relevant authority on predefined parameters like deviations, loan limits etc.

Algorithmic analytics and activity tracking aid real time decision making.

Regulatory compliance for audits with improved process transparency and approval matrix.

Facilitate faster and smoother on-boarding.

Smartly engage with customer to maximize upsell and cross-sell opportunities.

Interconnect and execute routine processes with workflow designers.

Track the entire loan initiation process on intuitive dashboards for bette decision making.

Adhere compliances with well defined and smooth KYC processes.

Document assets and liabilities

Real time alerts and notifications on status updates

Identify fraudulent cases automatically.

Automatically underwrite applications based on predefined parameters and integration with rating agencies

Manage exceptions based on rules through relevant workflow routing

Manually intervene in case of deviations, if necessary.

Generate amortization schedule with partial/full disbursal schemes and delivery orders.

Instantly verify documents and repayment instruments.

Develop customer journeys with a rich, branded UI and UX

Capture holistic customer information that creates complete profiles.

Deploy the journeys across touchpoints and channels.

Configure, don’t code, changes

Engage customers with automated self buying journeys across channels and devices.

Customers can quickly create or edit service request, find solutions, check status updates etc.

Display complete profile details, product holdings, service history etc.

Create personalized offers with automated end to end processes for up sell and cross sell.

Allow customers to upload documents in a single repository.

Digitally capture customer collateral documents.

Enable customers to access marketing collaterals.

Customers can view loan contract details online.

In case of any discrepancies, an online case can be instantly generated.

Detailed report of paid EMI paid and the remaining balance.

Instant generation and sharing of amortization schedule.