Capture every account, card, and loan enquiry, run OTP-verified onboarding journeys, and give relationship managers a 360° customer view that turns one product into three through smart cross-sell and bancassurance.
✓ Free plan to start • ✓ Guided onboarding journeys • ✓ Cross-sell & bancassurance built in
360°
Single customer view across products & branches
3-in-1
Cross-sell prompts turn one product into many
100%
Interactions logged for audit and compliance
OTP
Verified, resumable onboarding forms
Configured for how Indian banks and bancassurance teams actually win and keep customers.
One profile per customer with accounts, cards, loans, interactions, and consent state — visible to the relationship manager and de-duplicated on phone, email, and PAN.
OTP-verified, resumable, multi-step forms with conditional fields per product. Customers save-and-continue; you see exactly where they drop and nudge them back.
AI surfaces the right next product — a card for a salary account, insurance for a home loan — so every conversation grows the relationship instead of ending it.
Run insurance and investment offers alongside banking products over Email, SMS, and WhatsApp, with segmentation by balance band, product mix, and behaviour.
Build account-opening and service workflows as visual state machines — stages, SLAs, owners, and allowed transitions — reusable across products and versioned.
A timestamped trail on every record, role-based access, and India data residency — so compliance and audit reviews are a query, not a fire drill.
“We used to lose half-finished account forms. The resumable OTP journeys and the drop-off view changed that — customers come back and finish, and my team sees who to call.”
Anita Desai
Branch Manager, Co-operative Bank, Surat
“The 360° view plus next-best-action prompts mean every review call has a reason. Cross-sell stopped being a target on a slide and became part of the workflow.”
Karthik Iyer
Relationship Manager, Private Bank, Chennai
“Running insurance offers on the same platform as banking products, over WhatsApp, with consent logged, finally made our bancassurance numbers predictable.”
Pooja Mehta
Bancassurance Lead, Ahmedabad
One platform, configured for how India sells.
No — it is a sales, onboarding, and relationship CRM that sits in front of your core banking and KYC systems. It captures enquiries, runs onboarding journeys, drives cross-sell, and integrates with your systems of record via API and webhooks.
Yes. The next-best-action engine recommends the right follow-on product, and you can run insurance and investment journeys over Email, SMS, and WhatsApp alongside banking products, with consent and audit logged on every contact.
Branch and relationship teams get a single 360° customer view, guided onboarding forms, a priority queue of who to call next, and dashboards by branch and product — so managers can see pipeline and bottlenecks without chasing updates.
Yes. Data is hosted in India with role-based access and a full audit trail, aligned to DPDP consent requirements, which makes compliance and audit reviews straightforward.
Free to start. Configure your products and onboarding journeys and go live quickly. No credit card needed.
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