Powering Digital Banking with Secure, Intelligent Solutions

Delivering agility, security, and customer-centric technology for modern financial institutions.

Get in Touch
Our Focus Areas
Retail Banking
Corporate & Investment Banking
Digital Banking Platforms
Microfinance & Rural Banking
Wealth & Asset Management
Compliance & Risk Management

CRM Solutions for Banking

Customer Onboarding & KYC Automation

  • Digitize KYC with AI-assisted document verification.
  • Offer guided onboarding across web and mobile platforms.
  • Reduce drop-offs with automated progress tracking and support.

360° Financial Customer View

  • Aggregate customer financial data, goals, and transactions.
  • Enable advisors to offer hyper-personalized financial products.
  • Use behavioral data to anticipate needs and cross-sell.

Intelligent Lead Management

  • Capture leads across multiple touchpoints and assign them automatically.
  • Use AI to score and prioritize leads based on intent.
  • Automate follow-ups and appointment scheduling.

Compliance & Case Management

  • Monitor suspicious activities with rule-based alerts.
  • Manage service requests and financial disputes securely.
  • Track regulatory reporting timelines and documentation.

ERP Solutions for Banking

Financial Management & Reporting

  • Automate budgeting, reconciliations, and ledger management.
  • Generate real-time financial reports for stakeholders and auditors.
  • Maintain compliance with IFRS, GAAP, and local standards.

Risk & Compliance Automation

  • Monitor credit, liquidity, and operational risks continuously.
  • Apply AI for early warning systems on financial anomalies.
  • Keep up with changing regulatory mandates via built-in updates.

AI-Based Forecasting & Planning

  • Use data models to forecast cash flow, liquidity, and market exposure.
  • Plan investments and reserves based on predictive insights.
  • Run scenario simulations for crisis or growth strategies.

Lending & Loan Management

  • Digitize the entire loan lifecycle from application to repayment.
  • Integrate credit scoring engines, collateral tracking, and payment alerts.
  • Automate disbursal and compliance checks.

Treasury & Asset Management

  • Manage assets, liabilities, and liquidity with real-time data visibility.
  • Automate investment tracking, asset rebalancing, and risk assessments.
  • Utilize AI-driven insights to forecast cash flow and optimize returns.
  • Ensure compliance with regulatory standards through automated controls.

Branch & Resource Operations Management

  • Centralize operations across multiple branches and departments.
  • Automate employee scheduling, workflows, and internal audits.
  • Optimize resource allocation to improve efficiency and reduce costs.
  • Maintain consistency and regulatory compliance throughout all locations.

Our Services

Banking CRM & ERP Consulting

We analyze your workflows and compliance needs to design CRM and ERP solutions tailored for secure, customer-centric banking. Whether you’re in retail banking or wealth management, our team ensures your systems are scalable, compliant, and customer-friendly.

Digital Lending Transformation

We help banks and fintechs digitize loan applications, credit scoring, and approvals. With automated document uploads, AI-based credit analysis, and instant status updates, we simplify borrowing for both institutions and customers.

RegTech & AI Compliance Services

From fraud detection to automated reporting, we help banks adopt Regulatory Technology (RegTech) tools powered by AI. These systems enhance governance, reduce manual effort, and ensure adherence to ever-evolving compliance laws.

Custom Portals & Mobile Banking Apps

Our team builds secure customer and agent portals, including features like account summaries, digital payments, investment tracking, and chat support—optimized for speed, security, and mobile convenience.

API Integration & Core Banking Sync

We integrate your CRM/ERP with core banking systems, payment gateways, compliance tools, and external APIs. This ensures seamless workflows, real-time data exchange, and robust digital infrastructure.

Business Intelligence & Reporting

We transform raw financial and operational data into actionable insights through interactive dashboards, visual analytics, and real-time reporting tools. Our BI solutions empower decision-makers to track KPIs, forecast trends, and identify inefficiencies across departments.

Platforms We Use

Microsoft Dynamics 365
Salesforce Financial Services Cloud
SAP Business
One
Microsoft Power Platform + AI Tools
SAP Business
One
Microsoft Power
Platform + AI Tools

Why Choose Tech Implement

Industry Expertise

With years of experience serving the healthcare sector, we deeply understand its unique requirements and challenges.

Proven Success

Countless healthcare providers have entrusted us with their CRM and ERP needs and driving positive outcomes for their organizations.

Customized Solutions

We recognize that every healthcare organization is different. That's why we offer customized solutions to meet your specific needs.

Compliance and Security

We prioritize data security and compliance with industry regulations, giving you peace of mind knowing that your sensitive information is always protected.

Scalability

Our flexible CRM and ERP platforms can scale with your business as it grows, ensuring that your technology investments remain aligned with your needs.

Reliable Support

Our dedicated team of experts provides ongoing support and training to maximize the value of our solutions and ensure smooth implementation.

Phone Number Icon