Portal Solutions for BFSI

Success Stories

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Finance
Insurance

Document Management in Liferay DXP 7.4 Portal for Financial Institution

Finance
Insurance

Digital Experience Portals for Multi-line Insurance and Finance Firm

Finance

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

Insurance

Automobile Parts Insurance & Claims Management

Finance
Insurance

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

Fintech Solutions for BFSI

Since 2011, SurekhaTech has been helping banks, NBFCs, insurance companies, and financial service providers modernize legacy systems and build secure, compliant digital platforms. As a trusted BFSI software development company, we deliver fintech solutions that improve customer journeys, strengthen data security, and meet the regulatory demands of the financial industry — across the USA, Europe, and India.

Self Service Portal

We build secure customer portals that allow borrowers and financial customers to manage their accounts, track loan details, upload documents, and access financial services through a single digital platform.

Digital Asset Management

BFSI handle large volumes of documents such as KYC records, agreements, credit reports, and compliance files. Our DAM solutions help centralize, organize, and secure these assets.

Loan Management System

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

Help Desk Ticket System

Our help desk ticket system for BFSI centralizes customer queries, service requests, & issue resolution. It helps support teams track tickets, assign tasks, manage response timelines, & deliver efficient customer service.

Partner Portal

We develop secure partner portals that enable BFSI to collaborate with agents, brokers, and channel partners on a single platform, offering application tracking, document sharing, and performance insights.

CRM Software

Our CRM solutions for BFSI manage customer relationships, track interactions, & maintain borrower profiles in one system. It improves communication, lead management, and customer engagement.

Our Fintech Centric Services

As a reliable fintech software development company, we develop secure and scalable fintech platforms and digital solutions for banks and financial service providers. Our solutions help organizations enhance customer experiences, manage financial processes, and strengthen their digital capabilities.

Fraud Detection using MNRL Integration

We implement fraud detection solutions using MNRL integration to help financial institutions identify and prevent suspicious activities. By analyzing transaction data and user behavior, the system flags potential fraud, strengthens security, and helps organizations reduce financial risks.

Aadhar Card Masking

Our Aadhaar card masking solutions help financial institutions securely handle Aadhaar information while complying with regulatory requirements. The system automatically masks sensitive Aadhaar details in documents and digital records, ensuring data privacy and secure information management.

Headless CMS for Financial Platforms

Our headless CMS solutions help financial institutions manage website and portal content through a flexible and secure system. It enables teams to easily update financial products, announcements, and customer resources across web and mobile platforms without developer dependency.

Finance Segments We Serve

Banks & Credit Unions

Financial Services Providers / NBFCs

Insurance Companies

Accounting Firms

Let's build your next Digital Transformation Platform together.

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 is a customer portal in banking and financial services?

A customer portal is a secure online platform where customers can access financial services, view account details, upload documents, and track service requests.

How can financial companies manage large volumes of documents?

Financial companies can use digital asset management or document management systems to securely store, organize, and retrieve important documents.

How can I securely manage financial documents and KYC records?

You can use a digital asset management system that stores and organizes documents such as KYC files, agreements, and compliance records in a centralized and secure platform.

Can fintech solutions integrate with existing banking systems?

Yes. Modern fintech platforms can integrate with banking systems, CRMs, and payment gateways through APIs, allowing smooth data sharing and efficient operations.

Why do financial institutions need digital customer portals?

Digital customer portals allow customers to access services anytime, manage accounts, upload documents, and resolve queries without visiting a branch.

Digital Transformation for BFSI