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SECURE FINTECH & CLIENT ONBOARDING

Financial Services: Compliant Financial Portals, Digital KYC & High-Conversion Loan CRMs.

Accelerate loan underwriting, automate digital KYC verification, deploy encrypted client portfolio dashboards, and run high-intent investor ad funnels.

Request Financial Services Proposal View What It Costs
CampusGuru Financial Services, NBFCs & FinTech Solutions
256-Bit Bank-Grade Encryption
Instant Aadhaar/PAN KYC
Sub-₹180 Qualified Lead Cost
<60s
Digital KYC & Document Verification
4.5x
Qualified Applicant Pipeline
256-Bit
End-to-End Encryption Standard
100%
Regulatory Compliance & Audit Trail
WHAT WE OFFER

6 Specialized Pillars for Financial Services

Bespoke software architecture, AI automation, and high-ROI acquisition systems engineered for this market vertical.

💳
01

Digital KYC & Verification APIs

  • Instant Aadhaar OTP, PAN verification & Bank account penny-drop checks
  • Facial liveliness verification and geo-tagged selfie uploads
  • Automated CIBIL score pull and credit risk assessment triggers
💳
02

Loan Originating & Pipeline CRM

  • Track leads from application to underwriting, sanction, and disbursal
  • Role-based loan officer queues with SLA turnaround timers
  • Automated WhatsApp documentation checklist notifications
💳
03

Encrypted Client Portfolio Portals

  • Private client dashboards showing investments, returns, and SIP schedules
  • Secure document download (capital gains statements, TDS certificates)
  • Two-factor authentication (2FA) with SMS/WhatsApp OTP login
💳
04

Automated Invoicing & GST Billing

  • Recurring advisory retainer billing with automated e-invoicing
  • Direct bank auto-debit (eNACH / Mandate) integrations
  • One-click reconciliation with Tally Prime and accounting ledgers
💳
05

Google Search PPC for High-Intent Borrowers

  • Capture commercial borrowers searching for loans and investment services
  • Strict negative keyword auditing to filter out unviable low-credit applicants
  • High-trust landing pages designed for financial conversion
💳
06

Security Hardening & SOC-2 Compliance

  • Role-based data masking (masking customer phone numbers & PAN)
  • Immutable audit logs tracking all view/edit actions on client records
  • Automated encrypted daily database snapshots and DDoS shielding
Underwrite Applicants Faster with Digital KYC.
SECURE CLIENT ONBOARDING

Underwrite Applicants Faster with Digital KYC.

  • Reduce paper turnaround from 5 days to under 15 minutes with automated verification.
  • Eliminate fraudulent documentation with direct government API lookups.
  • Automated WhatsApp triggers keep applicants informed at every review stage.
INVESTOR PORTAL EXPERIENCE

High-Trust Dashboards for Modern Wealth Management.

  • Clients view interactive portfolio asset allocation charts on mobile devices.
  • Direct 1-click WhatsApp chat with designated certified financial planners.
  • Automated generation of quarterly performance reports and tax statements.
High-Trust Dashboards for Modern Wealth Management.
HOW MUCH TIME IT TAKES

Agile Deployment Roadmap

Predictable milestones with zero operational downtime for your business.

01
Days 1 – 5

Compliance & Schema Audit

Reviewing regulatory checklists, data privacy bounds, KYC rules and loan workflow.

02
Days 6 – 14

CRM & API Infrastructure

Integrating Aadhaar/PAN APIs, building pipeline stages and client portal backend.

03
Days 15 – 22

Frontend & Security Hardening

2FA authentication, role-based PII masking, responsive portals and PPC setup.

04
Days 23 – 30

Security Audit & Go-Live

Penetration testing, team training, SSL hardening and official production rollout.

⚡
Need an urgent deployment or campaign sprint? We can fast-track high-priority Financial Services solutions in as little as 5 business days.
Request Fast-Track Call
WHAT IT COSTS

Transparent Financial Services Pricing

Predictable investment with 100% data and source code ownership. Zero hidden vendor lock-in.

FinTech Starter MVP

Secure client application portal, KYC document upload, and loan CRM.

₹ 45,000 / one-time setup
  • High-Trust Financial Website & Portal
  • Loan Application & Lead Pipeline CRM
  • Digital KYC Document Upload & Verification
  • 2FA OTP Authentication & Data Security
  • WhatsApp Automated Status Notifications
  • 30 Days Post-Launch Security Maintenance
Choose FinTech Starter MVP

Wealth & NBFC Suite

Flagship financial operations platform with Aadhaar/PAN APIs and investor portal.

₹ 90,000 / one-time setup
  • Everything in Starter MVP, plus:
  • Instant Aadhaar/PAN Government API Verification
  • Encrypted Client Portfolio & Investment Dashboard
  • eNACH & Automated Recurring Invoicing Hook
  • High-Intent Google Ads Campaign Setup
  • 90 Days Priority Support & Team Training
Choose Wealth & NBFC Suite

Enterprise Financial Institution

Comprehensive enterprise core lending, credit scoring, and multi-branch MIS.

₹ 1,90,000+ / milestone scope
  • Everything in Wealth & NBFC Suite, plus:
  • Automated CIBIL & Credit Scoring Engine Integration
  • Role-Based Branch & Zonal Manager Hierarchies
  • Comprehensive Security Audit & SOC-2 Compliance
  • Dedicated Senior FinTech Systems Architect
  • Enterprise Core Banking / ERP Synchronization
  • 24/7 SLA & Financially-Backed Cloud Uptime
Choose Enterprise Financial Institution
100% Source Code & Data Rights
Dedicated Sector Systems Architect
Free Post-Launch Warranty & SLA
🚀 SECTOR-SPECIFIC ENGINEERING • READY IN DAYS

Ready to Modernize Your Financial Services Operations?

Partner with CampusGuru’s specialized vertical team to deploy tailored software, AI automation, and high-ROI acquisition engines.

Schedule Sector Consultation Book Discovery Call
✓ Sector-specialized engineers & marketers ✓ 100% Source code & client data ownership ✓ Transparent milestone-based delivery