BFSI Custom Software Solutions & Digital Transformation

Our BFSI Solution

Digital Asset Management Solution

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 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

Centralized Knowledge Hub
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.
Omnichannel Access
Consistent experience across web, mobile browser, and app.
Built-in Compliance & Audit Trails
Role-based access controls, version history, and full audit logs.

Staff Augmentation Services for BFSI

Frontend

Backend

Database

Cloud

QA & Test Automation

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

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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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...

March 27, 2024

FinTech Solutions for Digital Transformation in the Finance Industry

The finance industry is undergoing rapid transformation with the introduction of emerging technologies like Blockchain, Cloud, AI, RPA, Big Data, Advanced Security, and FinTech solutions. Above all, users are accepting the digitization of finance worldwide over traditional ways of finance management. Moreover, finance transformation has been entirely reshaping how businesses operate and individuals manage their finances. Join us as we reveal the exciting realm of Digital Transformation in the...

September 20, 2024

Powering Banking transformation with Liferay DXP Solutions

In 2025, financial institutions need to offer fast, secure, and personalized digital services. Many banks and finance companies are now turning to Liferay DXP setor financeiro solutions to improve how they operate and serve customers. Liferay DXP helps unify systems, improve customer experience, and stay compliant with industry regulations. It is becoming a key tool for digital transformation in the financial sector. The global digital banking platform market is predicted to develop at a...

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