Industry · Finance & Fintech
Client dashboards and compliance workflows for finance firms that don't fit the template.
Client dashboards, compliance workflow tools and client portals for finance and fintech businesses in India with non-standard needs. Delhi NCR based.
Finance & Fintech
- 6 common problemsthe ones we see most
- 6 things we buildfor finance teams
- Built to your processnot a generic product
- Written estimatefixed price, before work starts
How we approach finance work
Finance businesses tend to have one or two things no off-the-shelf product models properly. Maybe it's a product structure your CRM can't represent. Maybe it's a compliance trail that currently lives in email. You can pay for heavy customisation of someone else's tool, or you can build the piece you need. We build client dashboards, compliance tools and reporting systems that fit your regulatory setup and what your clients expect to see.
The problems we see most often
If a few of these sound like your week, a custom system is probably worth a look.
Client reports stitched together by hand from several data sources
Compliance documents scattered across email threads and shared folders
No client portal, so clients call the team every time they need a document
Product structures your CRM simply can't model
Reporting cycles that take days because someone is aggregating manually
Data sitting in tools that don't talk to each other
What we build for finance businesses
- Client dashboards with live portfolio and account views
- Compliance workflows with document management and an audit trail
- PDF and Excel reports generated on a schedule or on request
- Integrations with banking systems, the GST portal and payment gateways
- Role-based access that separates client-facing and internal teams
- Data pipelines that pull several sources into one view
Related pages
Have a finance project that needs a custom system?
Tell us what you're dealing with. We'll tell you honestly whether it's something we can help with, and what it would take.
- First conversation is free
- Written estimate before anything starts