We don't just implement Salesforce. We transform how you serve customers.
From acquisition and onboarding to lending, servicing and retention, we connect every stage of the customer lifecycle on one platform, powered by AI, automation and deep domain expertise.
Customer Acquisition
Turn every enquiry into a compliant, tracked opportunity.
Onboarding & KYC
Open accounts and onboard in minutes, not days.
Lending & Underwriting
Automate origination from application to disbursement.
Servicing & Support
Deliver 24/7, omnichannel service at lower cost.
Wealth & Advisory
Give advisors a complete, intelligent client view.
Collections & Recovery
Reduce delinquency with predictive journeys.
Risk & Compliance
Meet regulators with governance built in.
Leadership Analytics
Give leaders real-time portfolio and risk insight.
Financial services challenges we solve
Ambitious institutions hit the same walls. Here's where we make the difference.
Legacy core silos
Core banking, LOS and CRM run in silos with no unified customer view.
How we solve it ↻Data Cloud unifies core, bureau and channel data into one customer 360.
Onboarding friction
Paper-heavy KYC and account opening take days and lose applicants.
How we solve it ↻Digital, paperless onboarding with eKYC completes in minutes.
Manual underwriting
Credit decisions are slow, inconsistent and analyst-dependent.
How we solve it ↻AI-assisted, rules-driven underwriting with a full audit trail.
Compliance & audit burden
Meeting RBI/IRDAI and audit requirements is costly and manual.
How we solve it ↻Built-in governance, roles and audit logs across every process.
Fraud & risk pressure
Fraud slips through disconnected, rules-only detection.
How we solve it ↻AI fraud signals score transactions and surface rationale in real time.
Fragmented customer data
Customer data scattered across products, branches and channels.
How we solve it ↻A single financial 360 across accounts, loans, policies and interactions.
Poor cross-sell
No intelligence on which product to offer which customer, when.
How we solve it ↻Next-best-offer engine drives relevant, timely cross-sell.
Slow loan processing
Applications stall across document collection, checks and approvals.
How we solve it ↻Straight-through loan origination automates the full journey.
High servicing cost
Contact centres handle high volumes of repetitive, manual queries.
How we solve it ↻Agentforce and self-service deflect routine requests 24/7.
Branch–digital disconnect
Branch, app, web and call centre run on unlinked systems.
How we solve it ↻Omnichannel service unifies every touchpoint on one platform.
Lack of AI
No automation for advisory, servicing, fraud or collections.
How we solve it ↻Governed Agentforce AI across advisory, service and risk.
Poor reporting
Leadership lacks real-time views of funnel, risk and portfolio.
How we solve it ↻Real-time CRM Analytics & Tableau dashboards for leadership.
Integration complexity
Core, bureau, UPI and payment systems are hard to connect.
How we solve it ↻MuleSoft connects core banking, bureaus and payments in real time.
Traditional CRM vs the Salesforce Platform
The complete financial services journey
Every stage from acquisition to advocacy, connected, automated and compliant. Select any stage to see what happens.
Campaign
Segmented campaigns launch across digital, branch and partner channels.
Digital Lead
Web, app and social leads flow into Salesforce in real time.
Branch Lead
Branch and partner walk-ins captured and matched to existing records.
Lead Assignment
Rules route each lead by product, geography and value to the right RM.
Relationship Manager
The RM gets full context, score and next-best action for every lead.
KYC & Onboarding
Digital, paperless onboarding with eKYC and instant verification.
Document Collection
Documents captured, classified and validated with OCR & IDP.
Underwriting
AI-assisted risk and credit assessment with bureau integration.
Credit Decision
Rules-based, auditable decisions with clear rationale and overrides.
Approval
Multi-level approvals with policy checks and full audit trail.
Disbursement
Funds disbursed and reconciled through integrated payment rails.
Servicing
Omnichannel service across app, web, WhatsApp, branch and call centre.
Cross-sell
Next-best-offer intelligence surfaces relevant products at the right time.
Collections
Predictive, personalized collection journeys reduce delinquency.
Grievance
Complaints tracked, resolved and reported for compliance.
Renewal
Automated renewal and top-up journeys for loans and policies.
Retention
Churn prediction and loyalty programs keep customers engaged.
Advocacy
Satisfied customers drive referrals and deeper relationships.
Solutions we offer
A complete financial services technology stack: platform, AI, channels and integrations.
AI-powered financial services transformation
Governed AI agents that work alongside your teams: underwriting, detecting fraud, advising and supporting customers around the clock.
AI Financial Advisor
Guides RMs and customers with goal-based, suitable recommendations.
AI Underwriting Assistant
Assesses risk and credit, surfacing rationale for faster decisions.
AI Fraud Detection
Scores transactions in real time and explains every flag.
AI Document Processing
Reads, classifies and validates KYC and loan documents.
AI Customer Support
Answers balance, statement and product queries 24/7.
AI WhatsApp Banking
Handles servicing, onboarding and offers directly in WhatsApp.
AI Collections Assistant
Predicts delinquency and personalizes recovery outreach.
Predictive Churn
Flags at-risk customers so teams can retain proactively.
AI Next-Best-Offer
Recommends the right product to each customer at the right time.
AI Complaint Resolution
Triages, drafts and resolves grievances with an audit trail.
AI Compliance Monitoring
Continuously monitors activity for AML and policy breaches.
A partner that understands financial services, not just Salesforce.
10+ years of Salesforce delivery, a certified team, and pre-built financial services IP, so you get outcomes faster, with less risk.
Accelerators built for financial services
Pre-built assets that cut months off delivery and de-risk your rollout.
FSC Accelerator
Pre-built Financial Services Cloud data model, flows and dashboards.
Digital Onboarding & eKYC
Paperless account opening with eKYC and OCR out of the box.
Loan Origination Engine
Straight-through origination from application to disbursement.
Collections Automation
Predictive, personalized collection journeys and tracking.
WhatsApp Banking
Two-way WhatsApp for servicing, onboarding and offers.
Advisor 360
Household and portfolio view with next-best-action for RMs.
TrustED AI
Governed AI agents for underwriting, fraud and servicing.
Risk & Compliance Dashboard
Real-time risk, AML and regulatory reporting for leadership.
One integration ecosystem
Salesforce at the core, connected to every system that runs your institution.
Customer success stories
Digital onboarding & servicing
Straight-through loan origination
AI servicing & retention
Our engagement model
Consulting
Understand your products, goals & regulatory context.
Assessment
Audit processes, data, risk and org health.
Roadmap
Prioritized plan by ROI, risk and effort.
Implementation
Configure, build and test on Salesforce FSC.
Integration
Connect core, bureau, payments & channels.
Training
Enable RMs, service and risk teams.
Managed Services
Run, monitor and optimize continuously.
Continuous Innovation
Adopt new AI & platform capabilities.