Bureau, payouts, support and partner systems braided into adaptive profiles.
Aurora light-mode workspace
Financial CRM that beams clarity into every borrower relationship
Give NBFC teams a cinematic command centre that stitches conversations, compliance and revenue signals together with animated guidance.
Borrower storyboards
Guided compliance rail
Revenue intelligence
Borrower pulse lane
- Timeline with mood cues
- Document glow status
- Next-best action hints
Collections sentiment radar
- DPD clusters animate in real time
- Promise-to-pay status
- Escalation nudges
Compliance autopilot rings
- Maker-checker snapshots
- Regulatory logbook
- Audit-ready exports
Omni-channel nudgesPersona ritualsComposable dashboardsReal-time SLA glowAI motion cues
CRM decoded
Relationship intelligence that remembers every handshake, follow-up and compliance note
A CRM captures moments between people and processes. Our financial CRM layers borrower graphs, credit telemetry and micro animations to keep teams aligned and regulators confident.
- Single borrower graph unifying LOS, LMS, finance and support feeds.
- Motion-rich prompts illuminate what changed and who takes action next.
- Policy guardrails and maker-checker flows embedded in every lane.
- Revenue, risk and collections leaders collaborate on the same canvas.
Rules, AI nudges and workflows triggering compliant, explainable actions.
Design-led rituals keep agents, finance and compliance squads in flow.
Every workspace is a colourful lane tuned for NBFC rhythms
Origination storyboards
Craft cinematic onboarding journeys with animated eligibility cues and document halos.
- Lead choreography with smart routing
- eKYC glow states
- Committee-ready credit dossiers
Agent collaboration deck
Shared task orbit, omnichannel history and sentiment snapshots built for lenders.
- Unified inbox with emoji tone
- WhatsApp + email playbooks
- Role-aware dashboards
Collections kinetic lane
Visualise risk rings, field ops and promise journeys to accelerate repayments gracefully.
- DPD ring radar
- Promise-to-pay choreography
- Smart follow-up automations
Four luminous phases to activate your CRM with confidence
1
Vision cinema
Co-design borrower journeys, compliance choreography and success scorecards.
Persona sketch workshops Compliance intent mapping Interaction prototypes
2
Graph build
Wire integrations, data contracts and identity resolution into a glowing borrower graph.
Source inventory & APIs Data residency blueprint Sandbox walkthrough
3
Automation motion
Light up omnichannel cadences, risk guardrails and finance reconciliations.
Collections burst studio Loan lifecycle guardrails Finance command centre
4
Enablement orbit
Train squads, ship rituals, measure adoption and iterate with real-time analytics.
Agent enablement labs Change playbooks Feedback & optimisation loops
Iconic bursts that keep agents, compliance and finance in tight formation
Repayment kindness loop
Combine empathy scripts with AI sentiment scoring to humanise collections.
- Sentiment radar pulses
- Promise tracker glow
- Escalation whisper alerts
Credit upgrade studio
Spot low-risk borrowers and auto-orchestrate upgrade mini-journeys in colour.
- Propensity scoring sparks
- Offer storyboard builder
- Compliance seal checks
Partner NBFC relay
Guide co-lending partners through documentation, training and go-live rituals.
- Partner dossier lanes
- Training stage lights
- Live monitoring ticker
CBS sync GST reconciliation AADHAAR eKYC Bureau scorecards UPI refunds Field mobility Bank connectors
3.4xFaster borrower response time with guided automations
48%Drop in manual compliance escalations per month
4.1xBoost in agent productivity post rollout
Let’s storyboard a CRM experience that feels alive
Partner with our product studio to blend interaction design, automation rituals and governance into one CRM masterpiece.