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Streamline Customer Onboarding and Management with Digital KYC & CRM Solutions

Enhance customer experience, track journeys, personalize interactions, gain insights, manage workforce, and perform secure verifications with our integrated E-KYC & CRM solutions.
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Financing to keep you moving forward

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Why Choose Our Solutions

Every features you need to grow your business

Accelerate Business Success with Our Streamlined Digital KYC Solutions
Domain Expertise

Domain Expertise

Benefit from our team’s extensive BFSI experience for efficient delivery and reduced learning curve.
Robotic Process Automation

Robotic Process Automation

Automate mundane tasks to free up your team’s time for more important activities.
Seamless Integration

Seamless Integration

Our system seamlessly integrates with key players in the broking ecosystem.
Trusted by Established Institutions

Trusted by Established Institutions

Gain confidence from institutions like Cholamandalam, Mirae, and Reliance who rely on our solutions.
Secure & Robust Platform

Secure & Robust Platform

Rest assured knowing our platform undergoes rigorous security tests to safeguard customer data.
Agile Approach

Agile Approach

Embrace agility in methodologies and mindset to adapt to change and ensure continuous improvement.
Digital KYC & Re-KYC

Simplify Customer Onboarding

Our cloud-based digital KYC and Re-KYC solutions enable seamless and secure customer onboarding, updates, and periodic re-verification. Ensure compliance with regulatory requirements while maintaining accurate customer information throughout their lifecycle.
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CRM Solutions

Customized CRM Solutions for Stock Brokers

Our CRM solutions are tailored for the stock broker and capital market industry, providing comprehensive tools to effectively manage customer lifecycles and drive meaningful engagement. Streamline operations and enhance customer satisfaction with our customizable CRM platform.
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Document Verification

Secure and Efficient Services

Our document verification services offer quick, secure, and accurate checks to prevent fraud during customer onboarding. With banned entity screening and fraud detection capabilities, we provide robust risk management solutions for brokers.
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Wallet Integrations

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Apple Pay

Apple Pay

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Paypal

Paypal

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Stripe

Stripe

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Wise

Wise

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