FinOpX
Smarter onboarding and lending, built on Salesforce
FinOpX is an all-in-one digital platform built on Salesforce, designed to transform how financial institutions manage lending, onboarding, collections, and CRM. With intelligent automation, AI/ML-powered underwriting, and seamless integration with KYC, OCR, and third-party APIs like Karza and Twilio, FinOpX accelerates customer journeys across channels. From bank account openings to credit disbursement and loan origination, the solution streamlines operations, reduces risk, and improves customer experience—making it a game-changer for modern financial services.
The Business Impact
Digital Customer Onboarding
Onboard your customers digitally 10x faster using video KYC.
Faster Decisioning
Make automated smart decisions on loan applications with a Dynamic Rule Engine Framework.
360° View of Customer Profile
Give your employees a complete and consolidated view of the customer profile at one place, from offers to transactions, to life events and goals.
Personalized Offers for Customers
Delight your customers with offers recommended by Einstein and Rule Engine.
Simplify Your Payment Process
Effortless EMI collection and timely notifications and reminders.
Key Features
Customer Relationship Management (CRM)
Manage customer accounts, leads, documents, and tasks in one place—driving productivity and personalized engagement across the lifecycle.
Omnichannel Loan Origination
Enable loan applications across digital and offline channels, with automation accelerating approvals and improving accuracy.
Intelligent Customer Onboarding
Automate account opening, credit card issuance, and more—ensuring frictionless customer experiences integrated with core banking services.
Pre-Screening & KYC Automation
Automate pre-screening using KYC, CIBIL, and OCR checks—cutting delays and strengthening fraud prevention.
AI-Powered Risk & Underwriting
Use AI and ML for dynamic risk models and underwriting processes, delivering faster, data-driven loan decisions.
Collateral & Payment Management
Track collateral, manage financial accounts, and automate payment reminders to improve collections and reduce defaults.
Collections Planning & Execution
Plan and track field visits for collections with structured workflows, improving recovery rates and operational efficiency.
Real-Time Analytics & Reporting
Access intuitive dashboards and reports on key metrics—EMI overdues, loan status, collections, customer trends, and more—to support informed decision-making.
See It In Action
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Let’s discuss how we can support your journey.