BFSI Custom Software Solutions & Digital Transformation

Digital Asset Management (DAM) Solution for BFSI

Centralized Asset Repository

Store digital files, KYC documents, images, and records in a structured and searchable system organized by teams or departments.

Roles, Permissions & Access Control

Set precise role-based permissions to ensure only authorized users can view, edit, or download sensitive documents.

PII Masking (Aadhaar & PAN)

Our loan management system simplifies the entire lending lifecycle. They support processes from loan application and approval to disbursement and repayment management.

Approval Workflows

Route documents and images through marketing, legal, or compliance workflows before publishing.

AI Image Search for Document Verification

Quickly find and verify ID documents, cheques, and KYC photos using AI-powered search.

File Version History & Lifecycle Management

Track document versions and set expiration dates to ensure audit readiness and use of compliant versions only.

Enterprise Content Management(ECM) Solution

Manage financial content across websites and digital platforms with structuredgovernance

Structured Content Management

Create and manage regulatory notices, product pages, blogs, and financial content using predefined templates.

Governance & Compliance Workflows

Ensure content passes through Legal, Compliance, and Design approvals with version control and audit trails.

AI-Powered Content Creation & Approvals

Generate, translate, auto-tag, and approve content efficiently using built-in AI tools.

Personalized Web Experiences

Deliver dynamic content, product recommendations, and customized layouts based on user behavior and profile.

Multi-Site & Localization Management

Manage multiple branded sites (Banking, Insurance, NBFC) with region-specificlanguage support from one platform.

Analytics & A/B Testing

Track performance and optimize landing pages with data-driven insights.

Lead Capture & CRM Integration

Capture leads through website forms and sync them with CRM/MAP systems for faster follow-up.

Headless CMS Architecture

Deliver content across web, mobile apps, and other digital channels using API-based architecture.

Employee Intranet Portal Solution

File Version History & Lifecycle Management

Consolidate policy documents, SOPs, FAQs, circulars, and training materials in one searchable place.

Role-Based Personalization

Serve each employee a tailored intranet experience based on their role, branch, department, or location. Relationship managers see different content than ops or compliance teams.

Intelligent Search

Empower employees to find what they need instantly with personalized search results powered by their role, profile.

In-Built Collaboration Tools

Employee Directory, News, Blogs, Surveys / Polls and many more.

No-Code Content Updates

Enable business teams can create pages, forms, and workflows without IT dependency.

Collaboration & Engagement

Enable internal communication through forums, wikis, announcements, and event tools. Improve employee engagement across distributed teams.

Compliance-Ready Access Control

Configure granular, role-based permissions to ensure sensitive information is visible only to authorized personnel.

Scalable Cloud Deployment

Built on an enterprise-grade cloud platform with auto-scaling, security monitoring, and high availability.

Partner, Agent & Advisor Portal

Centralized Partner Dashboard

Consolidate accounts, contracts, leads, deal pipelines, and open tickets into a single view by integrating CRM and core systems via APIs.

Role & Tier-Based Access Control

Assign permissions based on partner type (DSA, sub-broker, franchise, agency), tier, geography, and product line.

Digital Onboarding & Certification

Automated onboarding journeys with forms, document collection, e-learning integration, and compliance training.

Personalized Content & Product Updates

Push targeted product information, rate cards, circulars, and campaign materials to the right partner segment automatically.

Lead & Deal Registration

Partners can register and track leads/deals directly in the portal, synced with your CRM.

MDF / Incentive Tracking

Surface scheme progress, incentive utilization, and payout status within the portal.

No-Code Content & Form Updates

Channel teams can update rate sheets, launch new campaign pages, and build application forms without IT dependency.

Self-Service Customer Portal

360° Self-Service Dashboard

Let customers independently manage accounts, update profiles, access statements, download documents, and process service requests - all in one secured portal.

Digital Onboarding & KYC Automation

Guided onboarding journeys with automated document collection, identity verification workflows, and status notifications - getting customers to value faster.

Secure Document Vault

Provide customers with encrypted, role-gated access to loan agreements, statements, policy documents, and regulatory notices.

Personalized Product Recommendations

Dynamically surface relevant financial products - loans, SIPs, FDs, insurance - based on customer segment, transaction behavior, and profile.

Integrated Chatbot & Smart Search

AI-powered chatbot and personalized search help customers find EMI schedules, FAQs, or product details instantly.

Single Sign-On (SSO) & Core System Integration

One login to access data from CBS, LOS, CRM, or policy management systems -surfaced in a unified customer dashboard via open APIs and native connectors.

Technology Stack & Tools

Frontend

Backend

Database

Cloud

QA & Test Automation

Success Stories

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Digital Experience Portals for Multi-line Insurance and Finance Firm

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Protecting Personally Identifiable Information (PII) for Liferay DXP implemented at Financial Institution

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Automobile Parts Insurance & Claims Management

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25% Consumer Base Expansion and Digital Experience Transformation with Liferay for an Insurance Company

Ready to Transform Your BFSI Operations?

Whether you're a Bank, NBFC, Insurance Company, or FinTech, Surekha Technologieshelps you modernize securely and scale confidently.

RBI-Compliant Architecture

Secure & Scalable Platforms

Seamless Core System Integration

eCommerce

Let's Empower BFSI Enterprises Through Digital Transformation

Book a Free Consultation Today

Latest Insights

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April 29, 2026

Bank Reconciliation in Odoo 19

When a business records financial transactions in its accounting system, those records need to match what the bank actually shows. The bank may have transactions that are not yet recorded in the books, and the books may have entries that have not yet cleared the bank. Bank reconciliation is the process of comparing these two sources and making sure they align. In Odoo 19, the reconciliation process has been redesigned with a new interface called the Bank Matching View. Earlier versions...

April 29, 2026

Inventory Valuation in Odoo 19 Explained

Inventory valuation is the process of calculating the financial value of inventory available in a warehouse. In ERP systems such as Odoo, inventory valuation directly impacts financial reports like the Balance Sheet and Profit & Loss statement. Odoo 19 Inventory Valuation tightly integrates the Inventory and Accounting modules. When Automated Inventory Valuation is enabled, every stock movement automatically generates the corresponding accounting entries. Inventory is tracked in real time and...

February 1, 2025

Aadhaar Masking Solution: Ensuring Data Privacy & Compliance in the Digital Age

In an era where data security and privacy are paramount, protecting Personally Identifiable Information (PII) has become a necessity. With the increasing use of Aadhaar for identity verification in banking, government services, and digital transactions, organizations must ensure that Aadhaar numbers are not exposed in an unsecured manner. This is where Aadhaar Masking Solution comes in—a critical solution to safeguard sensitive Aadhaar details and comply with UIDAI regulations. What is...

FAQ

What digital solutions does Surekha Technologies offer for BFSI and NBFC companies?

Surekha Technologies provides comprehensive digital transformation solutions for Banks, NBFCs, Insurance companies, and Financial Institutions, including:

Digital Asset Management (DAM)
Enterprise Content Management (ECM)
Employee Intranet Portal
Partner, Agent & Advisor Portal
Self-Service Customer Portal
BFSI IT Staff Augmentation Services

Our solutions are designed to improve operational efficiency, enhance customer experience, and ensure regulatory compliance.

Why choose Surekha Technologies for BFSI digital transformation?

Surekha Technologies is a trusted BFSI software development company with strong expertise in building secure, scalable, and compliance-ready financial platforms.

We stand out because of:

Deep understanding of BFSI workflows
RBI-focused compliance architecture
API-first & headless development approach
Seamless integration with CBS, LOS, CRM, and core systems
Enterprise-grade security and access control
Agile delivery and faster time-to-market

We help financial institutions modernize legacy systems while maintaining strict regulatory standards.

Are Surekha Technologies’ BFSI solutions compliant with RBI guidelines?

Yes. Our solutions are developed with compliance and security as core priorities.

Wesupport:

PII masking (Aadhaar & PAN)
Role-based access control (RBAC)
Approval workflows for legal and compliance teams
Document version control
Built-in audit trails
Secure cloud deploymentt

These features help ensure alignment with RBI and financial regulatory requirements.

Can Surekha Technologies integrate BFSI solutions with existing core systems?

Absolutely.

Our platforms integrate seamlessly with:

Core Banking Systems(CBS)
Loan Origination Systems(LOS)
CRM systems
Policy management systems
Marketing automation platforms

We use open APIs and modern architecture to ensure smooth connectivity without disrupting your existing infrastructure.

Does Surekha Technologies provide custom BFSI software development?

Yes. We offer custom BFSI software development services tailored to your business needs, compliance requirements, and integration complexity.

In addition, we provide dedicated:

Backend developers (Java, Python, .NET, PHP)
Frontend & full-stack developers (React, Angular, Vue.js)
QA & automation testing engineers

You can scale your BFSI technology team based on project demands.

How secure are Surekha Technologies’ financial software solutions?

Security is at the core of everything we build.

Our BFSI platforms include:

Data encryption
Role-based permissions
Secure document vaults
SSO integration
Audit logs & compliance tracking
Enterprise-grade cloud infrastructure

We design systems to protect sensitive financial and customer data.

How long does it take Surekha Technologies to implement a BFSI solution?

Implementation timelines depend on:

Project scope
Customization level
Integration requirements
Compliance workflows

After understanding your requirements, we provide a detailed roadmap and realistic timeline to ensure smooth execution.

Banking, Financial Services, and Insurance